Solution for Insurance & Finance

Lead qualification and policy information — 24/7.

Voxia's AI phone agent qualifies prospects, updates on policies and renewal reminders — always after caller verification.

Leads for new policies get missed outside business hours

An insurance office gets calls for quotes, policy information, renewal reminders — and many are missed when the agent is busy. Voxia automatically handles lead qualification and information, with full verification before any disclosure.

How it works

01

Caller verification

Before any information is disclosed, the caller verifies their identity.

02

Lead qualification

Asks structured questions to measure interest and prioritise prospects.

03

Policy information

Updates on policies, packages, pricing — from your own materials.

04

Renewal reminders

Sends automatic reminders for upcoming policy expiries.

Outcomes for insurance & finance

Verification before disclosure
No information disclosed before verification.
Lead qualification
Structured questions that measure interest.
Policy information
Information from your own materials.
Renewal reminders
Automatic reminders for policy expiries.

Why Voxia for insurance & finance

Caller verification

Identity verification before any information disclosure.

Lead qualification

Structured questions that measure interest.

Policy information

Answers from your own materials — policies, packages, pricing.

Renewal reminders

Automatic reminders for upcoming expiries.

Frequently asked questions

See how it works for your office.

Demo with lead-qualification and policy-information scenarios.

See also