+91-40-4033-4444 hello@office24by7.com Hyderabad, Telangana, India
Insurance

From the first quote to claims and renewals, on one platform alongside your policy admin system

Capture and score leads, automate renewal reminders, run a compliant contact centre, and keep every policy conversation on one auditable platform. AI scores leads, chases renewals and logs every policy conversation for audit.

Renewals
Forecast and chased before they lapse
Claims
Triaged faster, tracked to SLA
Every call
Recorded and auditable
Why Insurance teams choose us

The problems we solve

Challenge

Renewals that lapse

✓Automated multi-channel reminders lift on-time renewals.
Challenge

Slow claims intake

✓Ticketing and workflows triage and route claims with SLAs.
Challenge

Compliance exposure

✓Consent, recording and audit keep regulated selling clean.
In practice

Real workflows, start to finish

How Insurance teams put Office24by7 to work — the trigger, the steps the platform runs, and the measurable result.

CRM

Renewal retention

Policies lapse because renewals slip through.

  1. Renewals are forecast and reminders fire 30/15/7 days out.
  2. One-tap renewal and payment links go over WhatsApp/SMS.
  3. Non-responders route to an agent with the policy on screen.
Fewer lapsed renewals — caught before the due date.
BPA

Claims intake

First notice of loss is slow and manual.

  1. The claim form posts straight into a tracked workflow.
  2. Documents are collected and validated automatically.
  3. SLA timers and status updates keep the claimant informed.
Faster claim cycle — tracked end to end.
Communication

Agent enablement

Field agents lack context on the move.

  1. Mobile CRM shows policy, history and the next best action.
  2. Click-to-call and WhatsApp templates keep touchpoints logged.
  3. Geo check-in confirms field visits.
More policies per agent.
How it works

From first touch to loyal customer

One connected flow across every channel — no silos, no dropped handoffs.

1

Capture

Leads captured, scored and matched to the right product.

2

Advise

Agents quote and follow up with journeys across channels.

3

Service

Claims and queries handled as tickets with SLAs.

4

Renew

Automated reminders drive on-time policy renewals.

Features for Insurance

Everything the team needs, tailored

Purpose-built capabilities on one platform — configured for how Insurance actually works.

Lead scoring

Capture and prioritise prospects by intent and product fit.

Renewal reminders

Automated voice, SMS and WhatsApp reminders that lift renewals.

Claims ticketing

Triage, route and track claims with SLAs and escalations.

Compliant contact centre

Recording, dispositions and consent for regulated calling.

Audit & security

RBAC, encryption and full sign-in and call audit.

Book-of-business analytics

Renewals, claims SLA and agent performance dashboards.

Pricing for Insurance

Straightforward pricing for Insurance teams

Start with the edition most Insurance teams choose, then add HR, Payroll, Accounting and communication as you need them.

Recommended

CRM Suite

₹999/user/mo
per month, ex-GST

Pair it with Custom Applications from ₹1,499/user/mo and Support from ₹799/user/mo — add exactly what you use.

  • ✓Renewal reminders
  • ✓Claims ticketing
  • ✓Compliant calling
Start free trial

Add exactly what you use

Everything else is modular — turn it on as you grow.

  • ✓ Custom Applications — from ₹1,499 / user / mo
  • ✓ Support — from ₹799 / user / mo
  • ✓ Core HR — free for life
  • ✓ Communication — WhatsApp, SMS, email & voice, metered
  • ✓ Add-on pillars — AI, BPA, Security, Data

Prices in INR, ex-GST. Switch currency (₹ / $ / AED) and build an exact quote on the pricing page.

Reports & dashboards

See what matters for Insurance

Live dashboards and scheduled reports on the metrics your team runs on.

Renewal rate
On-time renewals vs lapses
Dashboard
Claims SLA
Triage and resolution times
Dashboard
Agent compliance
Recording and consent coverage
Dashboard
Pipeline & conversion
New business by product and agent
Dashboard
Channels:Cloud TelephonyWhatsAppSMSEmailIVR

Ask us for a reference call with an insurer like you.

All industries

Built for your sector

Ready to grow your Insurance business?

Start free, or book a demo and we’ll tailor Office24by7 to your workflows.

AI for Insurance

How AI helps Insurance

Where the Flow-Cognition Agent goes to work across the Insurance lifecycle — each use case powered by nodes and agents from the AI platform.

Lead scoring and underwriting prep: AI scores leads and assembles the file, and your underwriters decide.

Claims document extraction