Policy renewal reminder
Reminds policyholders of the renewal date and premium, and records whether they will renew.
How it opens
The first line, in each language the template ships with. The agent answers in whatever language the caller uses.
नमस्ते, मैं ‹your company› की एआई सहायक बोल रही हूँ। क्या मेरी बात ‹customer name› जी से हो रही है?Hello, this is an AI assistant from ‹your company›. Am I speaking with ‹customer name›?Namaste, main ‹your company› ki AI assistant hoon. Kya ‹customer name› ji se baat ho rahi hai?The steps
Insurance is regulated: the facts and the mandatory line are said in a fixed order.
- 1
Greet and confirm who is speaking
Disclose the AI assistant and the insurer; confirm the person is ‹customer name›.
- 2
State the renewal
Say the policy's last four digits, the renewal date and the premium in rupees, then ask if they plan to renew.
- 3
How to renew
Read the renewal channels and the mandatory line. Offer an advisor callback.
- 4
Why not renewing
Ask once, without persuading, why they will not renew; note it.
- 5
Callback
Take a convenient time.
- 6
Hand over
Transfer to the service team.
- 7
Wrong person
Apologise; share nothing about the policy.
- 8
Do not call
Confirm the request and close.
- 9
Close
Thank them.
What each call returns
Filled in after the call, next to the transcript, summary and cost. Delivered by webhook and readable through the API.
| Field | Question it answers |
|---|---|
| renewal_intent | Will the customer renew?will_renew · already_renewed · not_renewing · undecided · wrong_person |
| channel | Which renewal channel will they use?website · app · advisor · not_said |
| non_renewal_reason | Why are they not renewing, if they said? |
| callback_time | When do they want a callback? |
| do_not_call | Did the person ask not to be called again?yes · no |
Your systems
No API yet? Take ‹policy last4›, ‹renewal date› and ‹premium› from the contact list.
GET get_policy
Renewal date, premium and status of the policy.
POST save_renewal_intent
Record the customer's answer.
TRANSFER transfer_to_human
Transfer the call to the handover number. Leave it out when no number was given.
Knowledge base: the public policy wording summary, so cover questions are answered from the source.
Rules it keeps
Enforced by the platform's compliance toolkit, not left to the script.
- AI disclosure
- “This call is from an AI assistant of the insurer and may be recorded.”
- Calling window
- 10:00 to 19:00 in the recipient's timezone. Calls outside it move to the next start.
- Transcripts
- Strict masking: card, Aadhaar, PAN and account numbers, and any long run of digits, are hidden in full before text is stored or sent on.
- Do not call
- If the person asks not to be called again, confirm it once, record do_not_call = yes and end the call politely. Tell the customer to add such numbers to the account's do-not-call list.
What you fill in
The form in Set up for me. Most fields have sensible defaults; what you leave empty, the plan marks clearly.
Your business
Company name, Policy type, How to renew
Agent persona
Agent name, Languages, Voice, Tone
Calling rules
Call from, Call until, Timezone, Human handover number
Your systems
Your API base URL
Script and rules
What to collect, Lines that must be said, Never say or do
Lines to test it with
Type them into the test chat or a workflow test before any real call is placed.
- “Haan, renewal kab tak karna hai?”
- “Premium is baar itna zyada kyun hai?”
- “Main app se kar dunga.”
- “Maine doosri company se le liya hai.”