Renewal reminders, new-policy leads, loan enquiries and EMI reminders are high-volume, repetitive calls. TaskVox runs them in your customer’s language, records every conversation, and flags the people your advisors should call back.
What slows insurance & lending teams down on the phone today.
Customers forget renewal dates. Reminder SMS and emails go unread, and advisors cannot personally call every policy coming due.
Most enquiries need the same first questions — income, product, amount, timeline — before an advisor’s time is worth spending.
For disputes and quality checks you need to know exactly what was said on each call.
Set up once, then every call follows your script — in your customer’s language.
Upload policies due for renewal with the customer’s name, policy and due date; the agent reminds each one and records who wants help renewing.
Ask product interest, cover or loan amount, income range and timeline; interested leads are labelled Hot or Warm for your advisors.
Polite reminders for upcoming EMIs or pending KYC documents, with the customer’s response — paid, will pay on a date, needs help — saved on the call.
Every call is recorded, transcribed and summarised in your dashboard, and can be exported.
An illustrative example of a short qualification call. You write the script and questions; the agent follows them.
Each answer is saved with the lead, and decides whether it is labelled Hot, Warm, Cold or Not a lead.
Example: 5,000 contacts × ~1.5 min answered talk time = 7,500 minutes
one recharge at ₹2/min · telecom included · no monthly fee
From list to qualified leads in four steps — no code needed.
Upload a CSV — name, product, city or any column becomes a variable the agent can use — or send leads through the API as they arrive.
Pick the language and voice, write the opening line and the questions to ask. Test it in your browser before calling anyone.
Schedule it, choose how many calls run at once and how many retries to make. Numbers on your do-not-call list are skipped.
Every call gets a recording, transcript, summary and lead label. Hot leads can be transferred live or sent to your CRM by webhook.
📋 Compliance: Call your own customers and leads who consented, within 8 am – 8 pm (enforced for campaigns), keep opt-outs in the do-not-call list (checked before every dial), and never ask for OTPs, card numbers or passwords on an AI call.
Yes. Upload customers with their policy details and due dates as variables; the agent reminds each customer, answers basic questions from your script, and records who wants to renew or needs an advisor.
No. The agent reminds and records the customer’s response (paid, will pay on a date, needs help). Payment happens through your existing channels.
Yes. Every call has a recording, a full transcript and a summary in the dashboard.
Yes. With live transfer on, the call is passed to your advisor’s number during the conversation.
Only answered calls are billed, at ₹2–₹4 per minute with telecom included and no monthly fee. 5,000 customers at about 1.5 minutes each is 7,500 minutes — ₹15,000 at ₹2/min on a ₹15,000 recharge.
100 free credits on signup · recharge from ₹100 · ₹2–₹4/min, telecom included
India’s lowest-priced AI voice agent with a built-in lead CRM. From ₹2/min, telecom included. Hindi + 9 Indian languages.
📱 +91 99671 60616 (WhatsApp) 📧 hello@taskvox.in 🛟 support@taskvox.in