Industry · Insurance
Every quote, every renewal. Compliant.
Life, general and health — Swiftex handles quote requests, renewal reminders, document collection and agent hand-off with sector regulators (IRDAI, FSA, NAIC, FCA)-ready call scripts and consent capture at every step.
01 · New business
Quote-to-proposal in one session.
Capture demographics, health declaration, nominee, EMI preference — all on WhatsApp or voice, with live quote compare across plans.
- sector regulators (IRDAI, FSA, NAIC, FCA)-aligned scripts
- Automated doc collection
- Live quote engine hooks
● Quote session
COVER
Term · $120K · 30 yrs
AGE / BMI
34 / 24.1
PREMIUM
$113 / yr
STATUS
✓ Proposal to agent
02 · Renewals
Renewal conversations that don't need a human.
Swiftex reminds, upsells add-ons and collects payment — with full consent trail and regulator-ready recording.
- 30/15/7/3/1-day reminder flows
- Add-on & upgrade prompts
- PCI-safe payment collection
● Renewals · Aug
Due
14,200
Reached
98%
Paid via AI
71%
Lapsed
7%
—
Outcomes
What customers see inside 90 days.
Renewal rate
+19pp
vs. manual outreach
Cost per renewal
-64%
including telecom
First-touch time
38s
on new leads
Compliance score
99.2%
against sector regulators (IRDAI, FSA, NAIC, FCA) scripts
Every lead. Every channel. No leakage.
Bring a week of your funnel data. We'll show you where it's leaking and what Swiftex would have caught.