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Financial services
Insurance Renewal
Meet Lucas, an AI employee · Makes calls · English, Hindi, French
Reminds customers of policy renewals and books a renewal or advisor call.
Answers from your documents and websiteBooks callbacksSends collected data to your system
Price
Included in every plan, from $49 a month
Hire Lucas →Free to try: chat with them before any call.
Working hours and extra skills
What each option costs, as part of your monthly plan:
- Office hoursIn every plan
- Extended hoursFrom $149 a monthGrowth plan
- WhatsAppComing soonPrice when it launches
- EmailComing soonPrice when it launches
What Lucas can do for you
Everything below runs from your dashboard. You choose what Lucas is allowed to do.
On the phone
- Reminds of the renewal date and premium
- Answers simple questions
- Books an advisor callback
- Calls each customer at the right time, and retries those who don't answer
- Answers follow-up questions from your business information
- Books a callback with your team for anything it can't handle
On WhatsApp
Coming soon- Sends a confirmation or details by message after the call
Keeps you informed
- Records the answers for every customer: will renew, callback time
- Outcome of every call, in your dashboard and Excel
How Lucas sounds
Hi Meera, your health insurance policy is due for renewal on 20 October. Will you be renewing?
What you get after every call
will renewadvisor callbacknot renewingwrong person
- will renew
- Will they renew? Press 1 for yes, 2 for no.
- callback time
- When an advisor should call, if they want one
Plus a summary and the full transcript, in your dashboard, in Excel, and by API.
To learn your business, Lucas reads
Policy details and benefits · How to renew
Every SingleStaff employee
Works like a responsible member of your team
- Introduces themselves by name, always as an AI assistant
- Speaks English, Hindi and French
- Knows your business from your website, documents and FAQs
- Works the hours and days you set, and observes your holidays
- Gives your phone, WhatsApp number and email when callers ask
- Lets callers ask for a person at any time
- Full transcript and result for every call, in your dashboard, by API and webhook