AI that speaks BFSI

AI-Driven Policy Growth, Renewals & Retention in Life Insurance

ORI's multimodal AI powers lead qualification, onboarding, renewals, and upsell—delivering higher LTV and compliance.

Industry Challenges

High CAC

Life insurance faces high acquisition costs and onboarding friction

Missed Renewals

Manual workflows lead to missed renewal opportunities

CX Expectations

Rising customer expectations and compliance requirements

Complete Lifecycle Solution

ORI's AI transforms every stage of the life insurance journey

Acquisition & Lead Qualification

Proactive outreach, personalized product matching, eligibility checks, dormant lead nurturing

+4% lead conversion-17% CAC+12% engagement

Onboarding

Guided application, verification calls, document upload, real-time status, policy activation

+14% onboarding+27% first-time-right+4% CSAT

Policy & Claim Management

24/7 support, premium reminders, claims guidance, policy updates, beneficiary changes

-17% claim processing time+14% FCR-23% call deflection

Renewals, Upsell & Cross-Sell

Renewal nudges, policy upgrades, cross-sell riders/other insurance, loyalty programs

+15% revenue/customer+8% CLTV+16% upsell

Why Insurance Leaders Choose ORI

BFSI/insurance-tuned AI with proven results across the policy lifecycle

Omnichannel AI

Voice, chat, WhatsApp - insurance-tuned

100% Compliance

IRDAI aligned with full audit trails

95%+ Accuracy

Intent recognition and tagging

Human+AI Loop

Seamless agent orchestration

Measurable Impact

Proven results across life insurance operations

14%

Higher Renewals

Improvement in policy renewals

16%

Higher Upsell

Increase in cross-sell success

27%

First-Time-Right

Higher first-time resolution

4.3/5

CSAT Score

Customer satisfaction rating

24/7 Policyholder Support

Comprehensive support including claim status, document updates, and beneficiary changes

Policyholder SupportClaim StatusDocument UpdatesBeneficiary Changes

See How AI that Speaks BFSI Transforms Your Insurance Business

Experience measurable improvements in policy renewals, claims processing, and customer satisfaction.