AI Agents for Faster, Compliant Insurance Operations

Most financial institutions go live in 4-6 weeks. The process includes integration setup, AI training on your products and processes, testing, and pilot launch. We can accelerate timelines for urgent use cases or start with a single use case for faster deployment.

Compliance is built into every conversation. Our AI agents follow pre-approved scripts, deliver automatic disclosures, and maintain complete call recording and audit trails. Real-time monitoring flags prohibited phrases, and all interactions are logged for regulatory review. We support RBI, FDCPA, TCPA, and other financial services regulations.

Yes. Our AI agents are trained on thousands of financial scenarios including loan applications, payment negotiations, and product comparisons. They can perform calculations, handle objections, and maintain context across multi-turn conversations. When needed, they seamlessly transfer to human agents with full conversation context.

We integrate seamlessly with your CRM, loan origination systems, core banking platforms, and communication tools. Integration typically takes 1-2 weeks and supports Salesforce, Zoho, FIS, Fiserv, Temenos, Twilio, and custom APIs. Our team handles the technical setup end-to-end.

The AI seamlessly transfers to a human agent with full conversation history, customer data, and the specific reason for transfer. Customers never have to repeat themselves. You can configure escalation rules based on complexity, sentiment, or specific keywords to ensure the right handoff every time.

All data is encrypted in transit and at rest with bank-grade security. We're PCI DSS Level 1 compliant, SOC 2 Type II certified, and follow zero-trust security principles. Payment information is tokenized and never stored directly. Data residency options are available for India, US, and EU.