Automated Premium Reminders, Policy Maturity Checks & bKash/Nagad Payment Collection
Empower life insurance PLC companies (like Zenith Islami Life, MetLife, Delta Life) to automate premium collection calls, policy loan inquiries, and claim status checks 24/7 over Voice & WhatsApp.
Specialized Life Insurance Workflows
Discover how X-AI handles specific operational tasks for life insurance businesses.
Automated Premium Due & Lapse Prevention Call
Outbound phone call reminding policyholders 7 days before due date, sending instant bKash/Nagad payment links via WhatsApp.
- Outbound Voice call in Bangla & English
- Instant bKash/Nagad checkout link over WhatsApp
- Prevents policy lapse
Policy Claim & Maturity Status Lookup
Policyholders type or speak their policy number to verify maturity claim status, bonus additions, or hospital cash claim progress.
- Pulls live core insurance database
- Verifies policyholder NID & DOB
- Instant status SMS & WhatsApp PDF
Loan Against Policy & Bonus Calculator
Calculates maximum eligible loan against active DPS/policies and issues policy statement summaries over WhatsApp.
- Pulls accumulated bonus & cash value
- Generates policy loan application
- Zero waiting time
Financial Associate (Agent) Lead Qualifier
Qualifies prospective policy buyers (target monthly savings, coverage goals) and connects them to local financial associates.
- Sub-30s lead response speed
- Direct calendar booking with agents
- Captures prospect requirements
Connects Native to Your Existing Software Stack
Ready to automate your customer conversations?
Give your business an AI assistant that talks, understands, and gets work done across Voice, WhatsApp, and Web Chat.