First call on an ad lead
When a consultation request comes in, the AI calls immediately to confirm coverage of interest, current enrollment, household composition, and available consultation times.
Insurance GA & Agent Organizations
People say insurance leads are better the faster you call. Precisely: only those who answer accurately within a minute reach the contract
리드 첫 전화부터 갱신 전 안내까지, 설계사가 못 받는 시간에도 통화는 이어집니다.
When a consultation request comes in, the AI calls immediately to confirm coverage of interest, current enrollment, household composition, and available consultation times.
I'm calling about the insurance consultation request you left. Which coverage are you looking at first?
I'm looking at indemnity and cancer insurance together.
Once I confirm your current enrollment and an available time, I'll pass it to your agent.
이 통화가 남기는 것
- Coverage of interest
- Indemnity · cancer insurance
- Current enrollment
- Confirming
- Handoff
- Qualified lead
Only qualified leads with confirmed enrollment intent and availability are handed to the agent, together with a call summary and follow-up rules.
Policy terms, claim procedures, and cancellation questions are answered against approved language, and every response is kept as a recording and summary.
What documents do I need to claim for manual therapy?
You'll need the medical receipt and itemized statement. I'll connect you to a consultant for any product-specific exceptions.
이 통화가 남기는 것
It guides only within the defined scope, and immediately hands off any case with interpretation, dispute, or complaint potential to a human consultation.
It contacts customers ahead of expiry to confirm premium-change questions, coverage-change intent, and whether a consultation is needed.
I'm calling about the policy you're due to renew next month.
How much is the premium going up?
I'll share the expected change range, and connect you to your agent for detailed plan changes.
이 통화가 남기는 것
Customers who can stay continue as-is, and only those showing change or churn signals are handed to the agent.
Policy, claim & cancellation guidance
Policy terms, claim procedures, and cancellation questions are answered against approved language, and every response is kept as a recording and summary.
Renewal & re-enrollment pre-notice
It contacts customers ahead of expiry to confirm premium-change questions, coverage-change intent, and whether a consultation is needed.
한마디 잘못 나가면, 계약이 아니라 민원이 남습니다.
설계사가 상담 중인 시간에도 광고 리드는 계속 들어옵니다. 저녁에 회신하면 이미 다른 곳 설계사와 통화를 마친 뒤입니다.
24/7 unlimited concurrent answering
Even when every agent is on a call, and on leads that arrive after hours, the first call goes out within a minute, and if unanswered it retries on a set rule. Agent availability never caps how many leads you answer.
Your playbook is the AI's answer
Routine questions like manual-therapy claim documents are answered exactly in approved language, while product-specific exceptions or dispute-prone cases get no invented answer and are passed to an agent. A boundary built for an industry that must speak on top of regulation.
Every call auto-analyzed into VOC
Which product — indemnity or cancer insurance — drew more inquiries, and at which stage the consultation broke off, you see from full call records. At the same time, every call stays as a recording and summary, ready for compliance review as-is.
설계사가 전화를 돌릴 때쯤, 고객은 이미 다른 곳에서 상담받고 있습니다.
먼저 닿고 제대로 넘기면, 같은 리드값으로 상담이 늘어납니다.
광고 리드이 숫자는 우리가 늘리지 않습니다광고 리드 단계는 지금 방식 그대로 둡니다. 브링톡이 바꾸지 않는 구간입니다.
브링톡첫 통화 연결1분 안에, 밤에도 주말에도첫 통화 연결 단계는 브링톡이 직접 움직이는 지점입니다. 콜에서 붙잡는 만큼 이 단계로 넘어오는 양이 늘어납니다.
브링톡설계사 상담정리된 맥락과 함께 넘어갑니다설계사 상담 단계는 브링톡이 직접 움직이는 지점입니다. 콜에서 붙잡는 만큼 이 단계로 넘어오는 양이 늘어납니다.
계약설계사가 이어받습니다계약 단계는 지금 방식 그대로 둡니다. 브링톡이 바꾸지 않는 구간입니다.
첫 통화 연결
보험 리드는 신청 버튼을 누른 그 순간이 가장 뜨겁습니다. 저녁에 걸면 이미 다른 곳 설계사와 통화 중입니다.
지금
설계사가 전원 상담 중이면 리드는 대기, 퇴근 뒤 인입은 다음 날 아침
브링톡
인입 즉시 통화. 안 받으면 정해진 기준으로 다시 겁니다
설계사 상담
연결이 돼도 이름과 번호만 넘어가면 설계사가 처음부터 다시 묻습니다. 두 번 묻는 사이에 고객은 지칩니다.
지금
신청서에 적힌 것만 넘어가 설계사가 같은 질문을 반복
브링톡
관심 보장·기존 가입·통화 가능 시간까지 정리해서 인계
0 min
First-connection target
0h
Unanswered-retry window
0%
Recording & summary log
자주 묻는 질문
It handles them around approved language and procedure guidance, and hands off any answer with interpretation or dispute potential to a human consultation.
In early adoption it's safer to focus on confirming needs, checking availability, and connecting to an agent rather than recommending products.
Every call outcome is kept as a recording, summary, tags, and next actions, and can be delivered to your CRM or internal sheet.
Handoff rules can be designed around region, product line, campaign, availability, and existing agent assignment.
Opt-out intent is logged and excluded from follow-up, and complaint or grievance keywords are immediately passed to a human consultation or manager review.
Sensitive areas like policy terms and claims aren't left to AI judgment in the first pilot stage. We attach just the ad-lead first-call flow first and watch response rate, handoff accuracy, and recording/compliance standards together. If the compliance bar isn't cleared, we don't expand. Only after it's confirmed do we widen into approved-language policy guidance and renewal pre-notice.