Use Case/Inbound Call Triage for Insurance Contact Centers
Use case
NBFC

Inbound Call Triage for Insurance Contact Centers

The Challenge

Front desks become choke points when every caller lands on a general queue.

But here is the real problem:

Agents guess caller intent.

As a result:

Transfers stack up and customers repeat themselves.

No fast path for urgent cases.

As a result:

Critical requests wait behind basic queries.

The Approach

We added an intent-aware greeter.

1

Top intents are predictable: claims, status, payments, new sales.

2

Capturing intent + ID upfront reduces handling time significantly.

We needed a solution that could:

1

Detect intent quickly and route right the first time.

2

Give agents context so they start with answers, not questions.

The Solution

An intelligent front door for inbound calls.

1

Intent Capture

Asks concise questions to classify the call.

2

Identity Match

Pulls policy and status to personalize the handoff.

3

Smart Routing

Sends to claims, billing, sales, or self-serve based on intent.

The Impact

Contact center gains:

28%

shorter average handle time for routed calls.

32%

reduction in repeat transfers.

Customers reach the right expert faster and stop repeating information.

Result? First-call resolution gets easier.

Smart triage declutters queues instantly.

Similar Use Cases

All Use Cases
Policy Status & Coverage Enquiry Automation
Real Estate

Policy Status & Coverage Enquiry Automation

Answer common policy-related questions without agent intervention.

Document Collection & Follow-Ups for Policy Issuance
NBFC

Document Collection & Follow-Ups for Policy Issuance

Automate follow-ups to collect missing documents and reduce policy issuance delays.

Guided Policy Onboarding for Insurance Customers
Banking

Guided Policy Onboarding for Insurance Customers

Assist customers through onboarding steps, document collection, and next actions using consistent voice interactions.