Pre-issuance verification
Calls new policyholders before issuance to confirm their details and that they understood what they bought.
Why it matters
The call nobody has time to make
Confirming the proposal with the buyer catches errors and mis-selling before a policy is issued. It's a scripted, repetitive call that has to be done the same way every time, which suits an agent.
On the call
- 1
Confirms identity
Name and date of birth against the proposal.
- 2
Reads the key details back
Plan, sum insured, premium and term.
- 3
Flags any mismatch
Anything the buyer disagrees with goes to underwriting before issuance.
Ayaan
Kevali agent
Customer
On the phone
- Ayaan: Hello Mr. Rakesh Menon, I'm calling from Suraksha Insurance about the term policy you applied for. Can you confirm your date of birth?
- Customer: 14th March 1986.
- Ayaan: Thank you. The plan is a 30-year term policy with a sum insured of one crore rupees and an annual premium of ₹14,200. Is that what you agreed to?
- Customer: Yes, but I was told the premium was paid monthly.
- Ayaan: Thank you for telling me. I've noted that you expected monthly payments, and our team will contact you before the policy is issued.
- Customer: Okay, that's fine.
- Ayaan: Thank you, Mr. Menon. Have a good day.
What your team gets back
After every call, in Calls and Analytics.
- A record of each confirmation, question by question
- Mismatches flagged before issuance
- A transcript to keep with the policy file
Built in the Agent Builder
What this agent is made of
The same building blocks as every Kevali agent, set up for this call.
Workflow
The stages of the call, drawn as a simple flow, so it always knows what comes next.
Variables
The details that change per call, like a name, an amount or a date.
Data Collection
The answers it records from each call, in fields your team can filter.
Analytics
How every call went: transcripts, outcomes and alerts.
01
Build it
Start from a template or a blank agent. Write its instructions and first line, pick a voice and link what it should know.
02
Test it
Talk to it in the browser or have it ring your phone, read the transcript, and run the safety evaluation before you publish.
03
Launch and watch
Put it on your number or in a campaign. Calls, Analytics and Alerts show how every conversation went.
Hear this agent on your own policy calls
Bring your script and a few sample customers. We'll set the agent up with you and you can call it before anyone else does.