Use case segment
AI for insurance agents: renewals, new leads and claim updates
Short answer
WeScaler for insurance covers renewal calls, lapse revival, premium reminders and a claim status bot, in Hindi, Hinglish, English and other Indian languages.
01
Top workflows
- Renewal reminders
- New policy lead qualification
- Claim status updates on WhatsApp
02
Compliance
Financial services calls use 1600-series numbers for service calls, respect DND for promotional calls and follow RBI conduct rules.
TRAI DND & DLT rulesTRAI's rules for AI calling and telecalling in India: DLT registration, DND scrubbing, number series and consent, with a short checklist.DPDP consent guideWhat the DPDP Act and Rules mean for calling and messaging leads: consent, notices, opt-outs and the May 2027 compliance deadline.140 vs 1600 numbersWhich number series Indian businesses must use for promotional and service calls, and what that means for AI calling campaigns.RBI calling hoursRBI's rules for recovery and EMI reminder calls: the 8 am to 7 pm calling window, conduct rules and what they mean for AI calls.
03
Tools
Tools set up for this segment:
AI Calling for Banking & FinanceAI Calling for banking & finance: EMI reminder calls, loan lead qualification and insurance renewals. Built for Indian sales teams.WhatsApp Marketing for Banking & FinanceWhatsApp Marketing for banking & finance: loan offer broadcasts, EMI reminders and KYC document collection. Built for Indian sales teams.Email Outreach for Banking & FinanceEmail Outreach for banking & finance: DSA partner outreach, SME banking outreach and renewal reminders. Built for Indian sales teams.Ad Campaigns for Banking & FinanceAd Campaigns for banking & finance: loan lead ads, insurance lead ads and credit card acquisition. Built for Indian sales teams.Ad Budget Optimizer for Banking & FinanceAd Budget Optimizer for banking & finance: loan CPA optimisation, insurance media buying and fintech user acquisition. Built for Indian sales teams.Lead Lists for Banking & FinanceLead Lists for banking & finance: DSA lists, SME lead lists and insurance agent database. Built for Indian sales teams.CRM for Banking & FinanceA CRM for lenders, insurance agents and DSAs: loan and policy pipelines, AI calling, WhatsApp KYC and collections tracking.Sales Dashboard for Banking & FinanceSales Dashboard for banking & finance: collections dashboard, loan funnel dashboard and branch sales dashboard. Built for Indian sales teams.Customer Journey for Banking & FinanceCustomer Journey for banking & finance: borrower journey, application drop-off and policy buyer journey. Built for Indian sales teams.WhatsApp Support for Banking & FinanceWhatsApp Support for banking & finance: loan status bot, claim status bot and EMI query bot. Built for Indian sales teams.
04
FAQs
How do insurance teams use AI calling?
To call every enquiry within a minute, qualify it with their own questions, send reminders and update customers, all logged in the CRM.