Voice Renewal & Billing Agent
An inbound/outbound voice agent that handles policy renewals and billing questions with DTMF input and full audit logging.
Client
US-based commercial insurance provider
Industry
Insurance
Duration
Production engagement
What problem did they face?
Routine renewal and billing calls consumed staff time and were hard to cover around the clock, while regulated workflows demanded reliable logging and accuracy.
How did we solve it?
We built a voice agent that handles the renewal conversation end to end and answers billing and account questions, with DTMF capture for sensitive input and complete audit logging of every interaction. The agent routes complex or sensitive cases to a human with full context.
Measurable Impact
Technologies Used
Start With a Pilot
A Working AI Agent
in 2–3 Weeks
Start with a fixed-fee pilot: a working agent in your environment, tied to one success metric. Continue on a build-and-operate retainer or walk away.