Insurance
Policyholders shouldn't wait on hold to ask a simple question.
Clio answers policy and coverage questions, captures new inquiries, and brings in an agent the moment a call needs a person.
- CallerHello, kal shaam appointment mil sakta hai?
- ClioBilkul. Kal 4 baje aur 6 baje free hain. Kaunsa theek rahega?
- Caller4 baje. Haan, book kar dijiye.
- ClioDone. Kal 4:00 PM confirm hai. Details WhatsApp par bhej rahi hoon.
- Understood: booking
- Checked calendar
- Caller said yes
The problem
What actually happens to a call before Clio.
What Clio handles
Policy questions
New inquiries
Consultation scheduling
Message taking
Human escalation
Lead capture
Call in action
A real script, run against a scripted demo conversation — no call is placed.
Caller“I want to ask about adding a driver to my auto policy.”
AI“I can take those details down and have an agent confirm the change with you — can I get your policy number?”
Caller“Yes, here it is.”
AI“Thank you — I've logged this, and an agent will follow up with you today.”
Demo conversation — no call is placed.
Industry capabilities
Answer
Picks up every insurance call, aware of your business hours.
Understand
Follows the conversation in natural language, in English and 11 Indian languages.
Qualify
Asks the right questions and scores the caller as the conversation happens.
Act
Takes the real action your business needs — booking, updating, or sending — directly.
Transfer
Brings in your team live, with full context, the moment a call calls for one.
Real business workflow
Incoming call
Understand the request
Answer or capture the inquiry
Offer a callback or consultation
Escalate if it needs an agent
Details saved for follow-up
What your team would actually see
Why Clio
Every call is recorded and transcribed automatically.
Provider credentials are encrypted at rest, not stored as plain text.
Phone numbers and emails are redacted from logs.
Per-call cost is tracked and visible, across every provider.