Insurance policy verification

Verifies a policyholder's identity, confirms policy and coverage details, and routes anything beyond verification to a licensed agent.

Multi-step flowUnited StatesEnglish

Runs on web, telephony.

Use this template Edit this template

Free to install · pay providers at cost · configure the full stack below

Multi-step flow

Type

Languages

Tools it uses

Last updated 2026-09-16

Talk to it live

Try this exact agent right now — talk to it in your browser, or have it call your phone. Browser demos run for up to 2 hours, phone demos 60 seconds.

What it costs to run

Opens on this template's default stack — the exact language model, speech-to-text and voice it installs with. Swap any component to trade up on quality and the estimate updates live in your currency. You bring your own provider keys and pay them at cost; there are no per-seat fees.

The conversation flow

Insurance policy verification is a multi-step flow agent. Each box is a stage in the conversation; the agent moves along the labelled paths based on what the caller says.

How the agent opens

“Thank you for calling. To pull up your policy securely, may I have your full name and policy number or date of birth?”

How it works

1
Verify identity
Collect {full_name} and {policy_number} (or DOB) and use lookup_policy. Do not share details until verified.
2
Confirm details
Share the basic policy/coverage facts the caller asks about. If they need advice, a claim, or a quote, hand off.
3
Licensed agent
Transfer to licensed_agent for anything beyond verification.

Tools & integrations it uses

Look up CRM contact

Zendesk Zoho CRM HubSpot Salesforce GoHighLevel Microsoft Dynamics 365 Intercom

More Insurance templates

Insurance FNOL intake

Takes a first notice of loss: captures incident details and policy info, opens a claim record and a follow-up ticket, with a calm, supportive manner.

Insurance renewal reminder

Reminds policyholders their cover is due for renewal and makes it easy to renew — sends a secure payment link, routes coverage questions to a licensed agent, and records who declined.

Built to trust

Your data, your keys, your carrier. Telenow is the control plane — the AI and telephony run on accounts you own.

Encryption everywhere

Secrets, carrier credentials and API keys stored AES-GCM encrypted; TLS in transit; HMAC-signed webhooks.

Org isolation & RBAC

Strict per-organization data isolation with role-based access for every member.

Full audit log

Every mutating action is logged and filterable, with CSV export for your records.

Telephony compliance

In-app carrier applications (A2P 10DLC, regulatory bundles, India business KYC), TCPA calling windows, and org-wide Do-Not-Call enforcement.

Frequently asked questions

What does the Insurance policy verification agent do?+

Verifies a policyholder's identity, confirms policy and coverage details, and routes anything beyond verification to a licensed agent. On a call it can look up crm contact. You install it, connect your tools, and it's ready to take or make calls.

How does the Insurance policy verification agent handle a call?+

It follows a guided flow: verify identity, confirm details, and licensed agent. Each step has its own instructions, so the agent stays on-track and hands off or ends the call cleanly.

What do I need to connect for the Insurance policy verification agent?+

Connect Zendesk, Zoho CRM, HubSpot, Salesforce, GoHighLevel, Microsoft Dynamics 365, and Intercom so the agent can act during the call, then point a phone number or the web widget at it.

What channels and languages does Insurance policy verification support?+

It runs on web and telephony, in EN. You can change the voice and language in the builder.

How quickly can I launch the Insurance policy verification agent?+

Minutes. Install the template, connect your tools and number, test it in the browser, then publish, and new accounts get free signup credit to try it.

$1.00 free credit on signup