Industry Solutions

Vibrium for Insurance

Transform the entire insurance lifecycle—from lead generation and policy onboarding to renewals, claims, and advisor enablement—with AI that delivers measurable outcomes while ensuring IRDAI compliance and audit-ready operations.

TRUSTED IMPACT

"Trusted by leading health insurance companies, life insurers, and InsureTech platforms. Proven to boost renewal rates by 20%+ within 3 months."

The Insurance Persistency Crisis

Renewal Rates Are Falling

Renewals represent 85% of insurance revenue, yet persistency rates continue to decline. Manual outreach is inconsistent, language barriers limit reach, and customers forget renewal dates—leading to policy lapses that cost insurers billions in lost revenue and lifetime customer value.

Agent Productivity Is Stagnant

Insurance advisors and POSPs (Point of Sales Persons) spend 60-70% of their time on administrative tasks—lead follow-ups, documentation, policy servicing, renewal reminders—instead of selling. Agent attrition remains high, onboarding is slow, and productivity per advisor has plateaued.

Claims Processing Bottlenecks

First Notice of Loss (FNOL) capture is manual and error-prone, document submission is fragmented across channels, and status updates require customers to call repeatedly. Claims resolution times stretch weeks, creating friction and eroding customer trust at the most critical moment.

Measurable Business Impact

20%+
Renewal Rate Increase
Proactive, multilingual outreach before policy expiry with instant payment links via voice and WhatsApp.
40%
Faster Advisor Onboarding
Voice-guided onboarding, compliance verification, and training automation accelerate agent activation.
15-25%
Cross-Sell Conversion Lift
Context-aware recommendations for policy add-ons, riders, and complementary products based on customer profiles.

Meet Your Insurance Digital Workers

Ayra

Insurance Advisor & Renewal Specialist

What Ayra Does:

Ayra is India's first AI-powered insurance advisor who handles the full policy lifecycle—from lead qualification and quote comparison to renewals, claims FNOL capture, and intelligent cross-sell.

Key Capabilities

  • Qualifies inbound leads, captures intent, routes high-value prospects
  • Explains policies, compares coverage, generates real-time quotes
  • Recalculates premiums dynamically for add-ons (Zero Dep, etc.)
  • Proactive renewal reminders with instant payment links
  • Captures FNOL details and provides claim status updates
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Coming Soon

Sanvi

Claims Concierge

What Sanvi Does:

Sanvi specializes in end-to-end claims management—from FNOL capture and document verification to adjuster assignment, status updates, and settlement confirmation.

Key Capabilities

  • Captures claim details with empathetic, patient-first conversations
  • Guides policyholders through document requirements (bills, photos)
  • Provides proactive status updates at each milestone
  • Detects potential fraud signals and escalates when needed
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Advisor Assist

AI Co-Pilot for Agents

What It Does:

An AI co-pilot that automates routine tasks, accelerates onboarding, and empowers insurance advisors and POSPs to focus on selling instead of administrative work.

Key Capabilities

  • Assigns warm leads, prioritizes follow-ups, automates scheduling
  • Voice-guided onboarding for advisor enrollment & verification
  • Interactive training modules and compliance updates
  • Real-time performance dashboards and gamified incentives
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Comprehensive Use Cases Across the Insurance Lifecycle

Acquisition & Lead Management

Lead Qualification & Routing
Voice AI instantly calls digital leads from campaigns, qualifies intent (life, health, motor, term), and routes high-value prospects to the right agents.
Response time ↓, conversion rate ↑, lead quality score ↑
Quote Comparison & Explanation
Automated agents explain policy options, compare coverage features, sum insured, premiums, and generate personalized quotes in real-time multilingual conversations.
Quote-to-sale ratio ↑, handle time ↓, customer clarity ↑
Appointment Booking
AI schedules agent meetings, branch visits, or video consultations based on customer availability and urgency.
Appointment show-up rate ↑, agent utilization ↑, sales cycle ↓
Needs Analysis
Voice AI conducts preliminary needs assessment—family size, income, existing coverage, risk profile—to recommend suitable products.
Product fit score ↑, quote accuracy ↑, customer satisfaction ↑

Onboarding & Policy Activation

KYC & Document Verification
Voice-guided onboarding walks customers through document submission (ID proof, income proof, medical records), verifies identity, and confirms completion.
KYC completion rate ↑, onboarding TAT ↓, drop-off % ↓
Medical Underwriting Support
AI schedules medical tests, confirms appointments, reminds customers of test dates, and tracks report submission.
Test completion rate ↑, underwriting TAT ↓, customer convenience ↑
NACH/Mandate Registration
Stepwise hand-holding on multi-channel journeys (voice → WhatsApp) to secure NACH registration for premium auto-debit.
NACH success rate ↑, payment failure % ↓, persistency ↑
Welcome Calls at Scale
Voice AI ensures every new policyholder receives a personalized welcome, explains key benefits, coverage details, claims process, and builds trust.
Activation rate ↑, early engagement ↑, first-year persistency ↑
Policy Issuance Confirmation
Automated calls confirm policy issuance, share document links via WhatsApp, explain coverage start date, and answer immediate questions.
Policy activation ↑, document access ↑, CSAT ↑

Servicing & Customer Support

24/7 Information Hotline
Voice AI handles policy inquiries—premium due dates, fund value, surrender value, maturity dates, nominee details—in 10+ Indian languages.
FCR ↑, wait time ↓, CSAT ↑
Premium Payment Reminders
Automated nudges before due dates with instant payment link integration on WhatsApp, preventing policy lapses.
Payment success rate ↑, DPD-0 ↑, lapse rate ↓
Policy Modification Requests
AI handles nominee changes, address updates, contact number changes, premium payment mode switches, and beneficiary adjustments.
Service TAT ↓, self-service % ↑, call center load ↓
Loan Against Policy (LAP)
Voice AI explains loan eligibility, calculates available loan amount, guides application submission, and provides approval status updates.
LAP conversion ↑, application TAT ↓, customer awareness ↑
Surrender & Withdrawal Requests
AI captures surrender intent, explains surrender value, tax implications, provides alternatives (policy loans, paid-up options), and processes requests.
Retention rate ↑, informed decisions ↑, surrender TAT ↓

Renewals & Persistency

Proactive Renewal Reminders
Outbound calls 60/30/15 days before policy expiry, explains renewal benefits, offers updated terms, enables instant payment via voice-initiated WhatsApp links.
Renewal % ↑, payment success rate ↑, lapse rate ↓
Dynamic Premium Recalculation
AI recalculates premiums in real-time when customers request add-ons (Zero Depreciation, Critical Illness Rider, Return of Premium).
Quote accuracy ↑, cross-sell conversion ↑, customer trust ↑
Lapsed Policy Revival
Automated outreach to lapsed policyholders explaining revival benefits, eligibility window, required medical tests, and premium arrears.
Revival rate ↑, customer re-engagement ↑, lifetime value ↑
Multi-Year Renewal Incentives
Voice AI explains multi-year discounts, loyalty benefits, and no-claim bonuses to encourage long-term commitments.
Multi-year adoption ↑, persistency ↑, discount redemption ↑

Claims Management

FNOL Capture
Voice AI captures claim details empathetically—incident date, location, description, injuries/damages—and creates claim reference number instantly.
Claim registration time ↓, data accuracy ↑, customer satisfaction ↑
Document Submission Guidance
AI guides policyholders through document requirements (medical bills, police FIR, repair estimates, photos) and tracks submission completeness.
Documentation completeness ↑, resubmission % ↓, processing speed ↑
Claim Status Updates
Proactive voice/WhatsApp updates at each milestone—documents received, under review, adjuster assigned, approved, payment initiated.
Customer inquiry volume ↓, satisfaction ↑, transparency ↑
Claim Settlement Confirmation
Automated calls confirm settlement amount, payment mode, expected credit date, and gather feedback on claims experience.
NPS ↑, dispute rate ↓, satisfaction ↑
Claim Rejection Explanation
Empathetic calls explain rejection reasons, policy exclusions, appeal process, and alternative options.
Complaint escalation ↓, customer understanding ↑, brand trust retention

Cross-Sell, Upsell & Retention

Policy Add-On Recommendations
Intelligent agents identify opportunities to suggest riders (critical illness, accidental death, waiver of premium) based on customer life stage and coverage gaps.
Cross-sell conversion ↑, policy value ↑, customer protection ↑
Product Upgrade Suggestions
AI recommends upgrades from term to ULIP, basic health to comprehensive coverage, or third-party to comprehensive motor insurance.
Upgrade conversion ↑, incremental revenue ↑, wallet share ↑
Event-Triggered Outreach
Birthday, policy anniversary, marriage, childbirth, home purchase trigger personalized calls suggesting additional covers.
Engagement rate ↑, contextual relevance ↑, cross-sell success ↑
Family Floater Expansion
Voice AI suggests adding family members to existing health policies or offering separate plans for aging parents or newborns.
Family coverage ↑, household wallet share ↑, persistency ↑
Loyalty & Retention Campaigns
Proactive calls to high-value customers offering exclusive benefits, policy reviews, free health check-ups, or loyalty discounts.
Retention rate ↑, NPS ↑, churn rate ↓

Advisor & POSP Enablement

Prospecting & Lead Discovery
AI assigns warm leads to advisors, prioritizes follow-ups based on intent signals, automates outreach scheduling.
Response time ↓, active advisor ratio ↑, lead conversion ↑
Onboarding & Certification
Voice-guided onboarding streamlines advisor enrollment, IRDAI compliance verification, exam scheduling, credential activation.
Time-to-activate ↓, completion rate ↑, compliance accuracy ↑
Training & Enablement
Interactive voice-based training modules, product quizzes, compliance updates, objection handling scripts delivered at scale.
Completion % ↑, knowledge retention ↑, exam pass rate ↑
Sales Co-Pilot
AI generates instant quotes, answers product FAQs, calculates premium illustrations, assists with policy servicing—empowering advisors.
Conversion rate ↑, sales volume ↑, advisor productivity ↑
Performance Tracking
Real-time dashboards, gamified leaderboards, voice-based feedback collection drive motivation and continuous improvement.
Advisor satisfaction ↑, attrition rate ↓, top-performer growth ↑

Compliance & Audit

Consent Validation & Recording
AI captures explicit customer consent for data usage, marketing communications, IRDAI disclosures—logged for audit.
Consent capture rate ↑, audit readiness ↑, regulatory compliance ↑
Policy Explanation Compliance
AI ensures all mandatory disclosures (waiting periods, exclusions, claim procedures) are read and acknowledged by customers.
Disclosure compliance ↑, mis-selling risk ↓, audit trail completeness ↑
Call Audit Trails
Every interaction logged with full transcripts, disposition codes, next actions, timestamps for IRDAI regulatory review.
Audit readiness ↑, compliance accuracy ↑, risk mitigation ↑
Fraud Detection Signals
AI detects anomalies (rapid policy churn, inconsistent information, duplicate claims) and flags for human investigation.
Fraud detection rate ↑, false claim % ↓, loss ratio improvement

Deep Dive: Voice AI for Policy Renewals

Renewals represent 85% of insurance revenue, yet manual outreach is inconsistent. Vibrium transforms renewal management with agentic voice AI that proactively engages policyholders at the right moment with the right message.

1

60-Day Pre-Renewal Awareness

AI initiates outreach, explaining benefits and no-claim bonus eligibility.

2

30-Day Offer & Dynamic Recalculation

AI offers add-ons and recalculates premiums dynamically during conversation.

3

15-Day Payment Reminder

Final reminder with instant WhatsApp payment link, explaining grace period.

4

Post-Expiry Lapsed Policy Revival

For lapsed policies, AI guides customers through revival, medicals, and arrears.

Expected Outcomes

Increase in Renewal Rates20%+
Cross-Sell Conversion15-20%
Connect Rates vs Manual3X
Multilingual Coverage10+ Langs

Why Vibrium for Insurance

Built for IRDAI Compliance

  • IRDAI regulatory alignment: Mandatory disclosure compliance, consent validation, audit trails for all policy transactions.
  • Data residency: 100% containerized, on-premise deployments ensure policyholder data never leaves your environment.
  • Explainable AI: Full visibility into every recommendation, quote calculation, and decision with audit-ready logs.
  • SOC 2 & ISO 27001 aligned: Enterprise-grade security controls, encryption (AES-256), role-based access.

Proven at Scale with Leading Insurers

  • Leading health insurance company: Renewals automation deployed for 3 products, targeting 20% renewal rate boost.
  • Largest InsureTech platform: Multi-channel embedded journeys (voice + WhatsApp) for renewal flow.
  • Large NBFC: Bundled insurance cross-sell for borrowers.
  • Leading intermediary (payment company): Insurance cross-sell for merchants upgrading accounts.

Pre-Trained on Insurance Workflows

Vibrium agents understand insurance-specific processes—not just generic scripts.

FNOL captureKYC workflowsPremium calculationsRider benefitsExclusionsGrace periodsSurrender values

Rapid Deployment, Measurable ROI

  • Cloud deployment: 3 weeks including CRM/policy admin integrations.
  • On-premise deployment: 4–5 weeks.
  • ROI: 150–200% within first 3 months.
  • Renewals impact: 20%+ improvement in persistency rates.

Platform Capabilities for Insurance

On-Premise Deployment

Proprietary PBX, ASR, TTS ensure policyholder data never leaves your data center.

Multi-channel Orchestration

Seamless integration across voice, WhatsApp, email, SMS for unified customer experience.

Policy Admin Integration

Real-time data fetch (sum insured, premium due dates, claim status) to build C360 profiles.

Dynamic Premium Calculation

Real-time recalculation when customers request add-ons or coverage changes.

NACH/Payment Integration

Secure payment link generation via WhatsApp for instant premium collection.

Real-World Performance

Vibrium is deployed across multiple insurance value chain stakeholders with proven results:

20%+
renewal rate improvement for health insurance clients
40%
faster advisor onboarding with voice-guided training
15-25%
cross-sell conversion lift during renewal and servicing interactions
3X
higher connect rates vs. manual agent calling

Renewals are 85% of your revenue.

Don't lose customers to policy lapses when AI can proactively engage them at scale—in their language, at the right moment, with the right offer.