All industriesCalliyo for Insurance Agents

SIM-based Call Management CRM for Insurance Agents

Renew more policies. Cut claim-call no-shows. Stay compliant with IRDAI call-recording norms.

Built for: Insurance agents, agency teams, MGA backoffices, broker firms

Where insurance agents teams lose deals

The four most common workflow gaps we see.

Lost renewals

Up to 30% of motor and health renewals lapse because nobody called the customer. Each lapsed policy = lost commission for the agent.

Claim no-callbacks

Customers waiting on a claim update give up after one missed call. They post on Twitter instead.

Compliance pressure

IRDAI tightens call-recording norms. Agents on personal phones leave a paper trail nowhere.

Cross-sell missed

A health policyholder who'd take a term policy never gets the call.

How Calliyo fixes each one

Every pain point above maps to a workflow Calliyo runs out of the box.

30-day renewal queue

Calliyo auto-queues every policy 30 days before lapse. Agent dials the queue; renewal rate jumps measurably.

Claim status callbacks

Tag the contact with claim status. Calliyo schedules the callback the moment the status updates.

Recorded + searchable history

Every call is recorded with disclosure, transcribed, and tagged to the policy. Audit trail for IRDAI checks.

Cross-sell flag from AI summary

AI flags conversations where a customer mentions another life event (new car, baby, marriage). Auto-suggests cross-sell follow-up.

Common insurance agents use cases

Motor insurance agents (renewal-heavy)
Health insurance brokers
Term + life agencies
Corporate group-insurance backoffices
Multi-product insurance MGAs

A day with Calliyo

What the workflow actually looks like end-to-end.

1
Policy issued → 30-day-before-lapse renewal call auto-queues
2
Customer files claim → callback queued for status updates
3
Agent dials queue; AI summary stores quoted renewal premium + objections
4
Cross-sell flag fires when AI detects life-event in conversation
5
Manager / agency owner sees renewal rate, claim NPS proxy, cross-sell pipeline

Frequently asked questions

Is Calliyo compliant with IRDAI's call recording norms?

Calliyo plays a disclosure ('This call may be recorded for quality and training') at the start of every outbound call, stores recordings encrypted, retains for the period your IRDAI-aligned policy specifies, and supports DPDP Act access/deletion requests.

Can independent agents use it without a corporate plan?

Yes. The Personal plan (₹99/month annual) covers a single agent. Agency owners with 5+ agents move to Teams.

Does it integrate with insurance company portals?

Calliyo doesn't talk directly to insurer portals (LIC, ICICI Lombard, etc. — those are agent-only). Agents use Calliyo for the call-and-follow-up layer; quote and policy issuance happens in the insurer's portal as normal.

How is renewal uplift measured?

Compare renewal rate of the 90 days before adopting Calliyo vs the 90 days after. Most agencies see 8-15 percentage points of renewal lift, driven almost entirely by the 30-day-before-lapse queue.

Can multiple agents share a customer call history?

Yes — within an agency account, customer history is visible to assigned agents and the agency admin. If a customer is reassigned, the new agent inherits the full call history and AI summaries.

Run your insurance agents calls on Calliyo

14-day free trial. No credit card. Set up on your team’s existing SIMs in 5 minutes.

Start free trial Book a demo