Insurance
From Inquiry to Renewals Put Intelligence Behind Every Touchpoint
Transform policy inquiries into conversions, ensure seamless claim processing, boost retention, and build trust across policyholder lifecycle with AI-engineered CX.
Award-winning CX in Insurance
Innovation in Customer Engagement
Best Customer Retention Initiative
Best CX in Financial Sector
Trusted by Leading Insurance Providers
Insurance Journeys That Deliver Measurable Value
Frictionless Renewals and Deeper Policyholder Trust
Centralized campaign management, enabled seamless collaboration between executives, and effectively plugged revenue leakage
Intelligent Self-Service Engine Simplifies Experience
Predictive self-service cut IVR time, automated
queries, improved routing, and enabled contextual responses at scale
Smart Workflows Improve
Efficiency & CX
Simplified lead management, automated
routine queries, ensured seamless handoffs
with real-time performance monitoring
Designed for Insurers Built Around Policyholder Needs.
Deliver fast, compliant, and intelligent customer experiences purpose-built for the needs of the modern customers - no matter the volume or complexity.
Seamless Interactions Across the Entire Customer Lifecycle
Hyper-personalized campaigns
Hyper-personalized campaigns
Launch tailored campaigns around new policies and comprehensive coverage.
Premium Payment
Premium Payment
Let customers pay easily via multiple channels with Omnichannel+ support
Claim Initiation
Claim Initiation
Empower customers to initiate claims on their preferred channel.
Dormant Lead Re-engagement
Dormant Lead Re-engagement
Engage inactive leads based on past behavior with contextual policy coverage.
Onboarding & eKYC
Onboarding & eKYC
Automate & simplify document collection, e-consent and KYC verification.
Claim Processing
Claim Processing
Share real-time updates, required documents, and submission steps - all in a single interaction.
Policy Inquiry
Policy Inquiry
Automate inquiries using AI with seamless handoff for expert guidance.
Policy Awareness
Policy Awareness
Share policy details and coverage benefits across channels to boost customer engagement.
Lapsed Policy Revival
Lapsed Policy Revival
Engage lapsed policyholders with revival benefits, tailored offers and coverage options.
Lead Conversion
Lead Conversion
– Track & manage lead validation, qualification & conversion.
NPS Survey
NPS Survey
Automate customer feedback after sales and service to uncover and address CX gaps.
Renewals
Renewals
Launch proactive outreach campaigns for policy renewals at scale.
TPA & Broker Engagement
TPA & Broker Engagement
Enable seamless communication with TPAs and brokers with end-to-end visibility.
Field Force Management
Field Force Management
Stay connected with field teams and track conversations for insights & improved services.
Top-Ups & Cross-sell
Top-Ups & Cross-sell
Capture feedback and sentiment to improve service quality.
Products
- CXi Reach
- Auto Dialer
- CXi Switch
- Voice AI Agent
- Chatbot
- CXi Pulse
- TPA & Broker LMS Integration
- CRM Integration
- Dialer & IVR
- Omnichannel+
- Agent Assist
- Knowledge AI
- Voice AI Agent
- CXi Audit & Pulse
- IVR & Dialer
- Voice AI Agent
- CXi Pulse & Audit
- CXi Switch
- Chatbot
- Agent Assist
- Knowledge AI
Business Impact
What Leading Insurers Say About Us
Ozonetel's platform is simple, secure, and works smoothly. Our agents no longer use personal numbers to contact clients, which improves trust and CX. Plus, it helps avoid spam and keeps communication effective. –
Ozonetel’s CX platform helps us track 300+ metrics, giving our supervisors a full view of the floor in real time. The CRM integration is super useful – calls get logged in automatically, and agents can handle calls right from the CRM. It’s made things 25–35% faster. Plus, unified dashboards let our agents easily switch between voice and digital channels, ensuring conversational continuity for customers.
Ozonetel’s CX platform ensures zero downtime and smooth handling of multiple outbound campaigns. It has improved our efficiency and helps us deliver consistent, better customer experiences.
The AI-powered dashboards from Ozonetel help us optimize every customer conversation with real-time visibility into agent performance. The report portals are super friendly, and the auto dialback feature has truly elevated our customer experience. Best CX platform we’ve used!
Ozonetel makes connecting with customers easy with no call lag, helping us deliver a smooth experience. It also syncs the calling process for efficient data tracking, improving our overall CX. –
