Top 5 Life Insurance Company fast-tracks onboarding with Voice AI

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A top life insurer in India faced onboarding delays due to fragmented KYC and IT certificate workflows, causing high costs and poor customer experience. Gnani.ai’s Activate365 streamlined the process through voice automation and backend integration.

Solution

Activate365 transformed the onboarding process by automating document collection, compliance workflows, and multilingual guidance. The solution ensured that customers completed their onboarding journey faster with minimal friction, driving a superior experience and lowering costs.

Automated voice calls collected KYC documents and IT certificates within hours of policy issuance, reducing bottlenecks in the onboarding journey.

Routine queries were handled by AI bots, reducing manual effort and allowing agents to focus on complex customer issues.

This approach improved onboarding speed, enhanced visibility, and delivered superior customer experience.

Impact

The top 5 Life Insurance Company saw faster onboarding, higher customer satisfaction, and significant cost reductions. The automation ensured improved process visibility and enhanced customer trust in the brand.

2.5x

faster onboarding

60%

cost saved

20%

better NPS

Top 5 Life Insurance Company fast-tracks onboarding with Voice AI

Key onboarding metrics

Solution

Impact

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