Voice AI use case

Voice AI for Insurance

Voice AI for insurance means an AI agent that answers or places insurance calls, follows your script, and acts on your tools in real time — 24/7, on your own number and brand. Telenow gives you 3 ready-made insurance agent templates plus the integrations to wire them into your stack, so you can launch in minutes instead of building from scratch.

Last updated 2026-09-16

Insurance agent templates

Ready-to-launch agents for insurance — install one, connect your tools, and go live in minutes.

Insurance policy verificationFlow

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

Insurance FNOL intakeFlow

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 reminderFlow

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.

Integrations for insurance

Connect the tools your insurance team already runs on.

Zendesk

Open a Zendesk ticket from the call with the caller's own words on it, tell them where an existing ticket stands, add a note or change its priority, and recognise a repeat caller by their phone number.

Zoho CRM

Create a lead in Zoho CRM from the call. Connect once with Zoho (India data centre).

HubSpot

Create or look up HubSpot contacts from the call. Uses a private app access token.

Salesforce

Create a Salesforce lead from the call. Connect once with Salesforce (uses your My Domain).

GoHighLevel

Look callers up, create and update contacts, move opportunities through a pipeline, log tasks and notes, and book, reschedule or cancel appointments — in your GoHighLevel sub-account.

Microsoft Dynamics 365

Recognise callers, create and update contacts, log phone calls onto the customer timeline, and raise notes and follow-up tasks in Dynamics 365 (Dataverse).

Intercom

Create or look up Intercom contacts from the call.

Airtable

Add a record to an Airtable table during the call — the agent fills the table's own fields.

Freshdesk

Log a support ticket from the call. Uses your Freshdesk domain + API key.

Razorpay

Create a payment link mid-call and send it to the caller (pair with Send WhatsApp). Indian payments via Razorpay.

Stripe

Create a Stripe payment link mid-call and send it to the caller (pair with Send WhatsApp), check whether a payment went through, refund it, and look up a customer's open invoices and subscriptions.

WhatsApp Web (unofficial)

Link an existing WhatsApp number by scanning a QR (WhatsApp → Linked devices), the same way WhatsApp Web works. No external account needed — but it is not an official WhatsApp API, so use a dedicated number: WhatsApp can ban it.

Plivo WhatsApp

Send WhatsApp messages from your own Plivo WhatsApp Business sender. Free-form text reaches contacts inside an open 24-hour session; business-initiated messages need an approved template.

WhatsApp Cloud API (Meta)

Send via Meta's official WhatsApp Business Cloud API using your own WABA. Free-form text reaches contacts inside an open 24-hour session.

AiSensy

Send WhatsApp template campaigns through AiSensy. The message text fills the campaign's first template parameter.

GupShup

Send WhatsApp messages through your GupShup WhatsApp Business app. Popular Indian WhatsApp BSP.

Frequently asked questions

How is voice AI used for insurance?+

Telenow voice agents handle insurance calls end to end — they greet the caller, follow your script, take action on your tools, and escalate to a human only when needed, 24/7.

Which insurance agent templates are available?+

Insurance policy verification, Insurance FNOL intake, and Insurance renewal reminder — each is a ready-made insurance agent you install, connect, and launch.

What tools do insurance agents connect to?+

Common insurance integrations include Zendesk, Zoho CRM, HubSpot, Salesforce, GoHighLevel, and Microsoft Dynamics 365, so the agent can act during the call.

Can a insurance agent run on phone and WhatsApp?+

Yes — the same insurance agent runs on phone, web, chat and WhatsApp on your own number and brand, and new accounts get free signup credit to try it.

$1.00 free credit on signup

Insurance agent templates

Integrations for insurance

Frequently asked questions

Build a insurance voice agent