Save time
Advisors spend their time advising
Renewal and premium reminders run as voice agent campaigns inside your calling hours, with retries, and customers who want advice are transferred to an advisor.
Done with Campaigns Insurance
Call every renewal and missed premium, and check every sales and claims call.
Drellia voice agents call customers ahead of renewals and after missed premiums, and transfer them to an advisor when they have questions. Every sales, renewal and claims call is scored against the questionnaire your compliance team writes.
- Renewal and premium reminders
- Required information on sales calls
- Claims intake quality
What changes
Time, performance, cost and customers: what Drellia changes for your team.
Improve performance
Every advisor measured on the same checklist
Sales, renewal and claims calls are scored question by question, and results roll up per advisor, team and department.
Done with Dashboards Save money
Dial the whole renewal list, not just the part there is time for
A voice agent uses 1 credit per minute, so calling the whole renewal list does not depend on how many advisors are free that week.
Done with Campaigns Customers and compliance
Disclosures you can evidence
Check that needs, exclusions, costs and cancellation rights were covered on every sales call, with an alert and the quote when one was missed.
Done with Alerts Use cases
Insurance: the calls Drellia takes on.
Each use case starts from how the work runs today, shows the part of Drellia that handles it and what your team gets out of it.
Voice agents
Renewal reminders
- Today:
- Renewal lists arrive every month, and advisors call only part of them before the renewal date.
- With Drellia:
- Upload the list, and a voice agent calls each customer ahead of renewal inside your calling hours, retries those who did not answer and transfers interested customers to an advisor.
- What you get:
- Every customer on the list is queued and dialed, with retries, and advisors talk to the ones who want to talk.
Voice agents
Missed-premium follow-up
- Today:
- A missed premium turns into a lapsed policy when nobody calls in time.
- With Drellia:
- A campaign calls customers with a missed payment, can send a payment link during the call and records an outcome from your catalog, such as payment promised (with amount and date), callback or wants to cancel.
- What you get:
- You see who promised, who needs an advisor and who was not reached, while the campaign runs.
Audit
Sales disclosures and needs check
- Today:
- Needs, coverage, exclusions and costs must be covered on every sale, and a sample cannot show that they were.
- With Drellia:
- Write the checks as questions (needs explored, exclusions explained, premium stated, consent obtained) and link high alerts to the ones that must never be missed.
- What you get:
- A result per question on every recorded sales call, ready for your compliance reviews.
Audit
First notice of loss and claims calls
- Today:
- Claim intake calls vary by handler, and a missing detail slows the claim down.
- With Drellia:
- Score FNOL calls against your intake steps, and use open questions to capture what the customer reported, such as the date and type of loss.
- What you get:
- Gaps show up per handler and team, and the key facts of each call are captured as text.
Chat
Policy wording at hand
- Today:
- Staff dig through product documents to answer a coverage question.
- With Drellia:
- Add policy conditions and procedures to Drellia Chat's knowledge base and ask in plain words. Answers list the documents they used.
- What you get:
- Answers that list the documents they came from, so your team can check the source.
Chat
Quality questions in plain language
- Today:
- Compliance asks which advisors keep missing a disclosure, and the answer means a spreadsheet.
- With Drellia:
- Ask Drellia Chat, for example “Which advisors missed the exclusions question most often this month?”
- What you get:
- A summary and a chart from your evaluations, in the conversation.
A day with Drellia
The same work, before and after.
Renewal calls
Today Advisors call as many as they can before the date.
With Drellia A voice agent campaign calls the whole list; advisors take the transfers.
Missed premiums
Today Followed up when someone has time.
With Drellia A campaign with an outcome recorded on every call.
Sales call checks
Today A sample, reviewed weeks later.
With Drellia Every recorded sales call scored, with high alerts on missed disclosures.
Claims intake
Today Details searched for in recordings.
With Drellia Intake steps scored and key facts captured as text.
Coverage questions
Today Search the policy documents by hand.
With Drellia Ask Chat; the answer lists its sources.
Illustrative example
What a month could cost, worked out step by step.
An example with its assumptions in plain sight, so you can redo it with your own volumes. It is not a quote, and it does not claim any saving.
Illustrative example
Assumptions
- 600 answered renewal and premium reminder calls a month, 3 minutes each on average
- 1,500 sales and claims calls a month, recorded outside Drellia, 5 minutes each, scored against a 10-question questionnaire (billed per block of 10 questions, so the 7-question sample below costs the same)
- Not included: evaluating the voice agent calls themselves, Chat answers, transferred minutes and phone-line costs. Rates and prices as published on the pricing page.
If people did this work
- About 30 hours of talk time on the voice agent calls (600 × 3 min), before dialing, unanswered attempts and wrap-up.
- About 125 hours to listen to every audited call once (1,500 × 5 min). A hand-picked sample of 2 in every 100 would cover 30 calls.
Credits used
- Voice agent: 600 calls × 3 min × 1 credit per minute
- 1,800
- Audit: 1,500 calls × 0.3 credits (0.05 for the evaluation + 5 min × 0.05 credit per minute for transcription)
- 450
- Total per month
- 2,250 credits
Fits the Standard plan: 2,500 credits a month for €390 per month, billed yearly. That is about €0.16 per credit.
Real usage depends on your call volumes and lengths. See plans and credit rates
Sample questionnaire
What Audit would check on your calls.
A starting point to edit with your own rules. Each question has an answer type, the answer that counts as compliant and the alert a miss raises. Drellia scores every recorded call against it.
Insurance sales call check
7 questions-
Did the advisor ask about the customer's needs before recommending a product?
- Answer type
- Yes / No
- Compliant answer:
- Yes
- Alert if missed:
- High
-
Did the advisor explain the main exclusions of the policy?
- Answer type
- Yes / No
- Compliant answer:
- Yes
- Alert if missed:
- High
-
Did the advisor state the premium and how it is paid?
- Answer type
- Yes / No
- Compliant answer:
- Yes
- Alert if missed:
- Medium
-
Did the advisor explain the customer's right to cancel?
- Answer type
- Yes / No
- Compliant answer:
- Yes
- Alert if missed:
- High
-
How did the advisor obtain the customer's agreement?
- Answer type
- Multiple choice
- Compliant answer:
- Explicit consent
- Alert if missed:
- High
-
Which product and coverage did the customer choose?
- Answer type
- Open answer
- Compliant answer:
- Captured as text, not scored
- Alert if missed:
- No alert
-
Did the advisor avoid pressure to close on this call?
- Answer type
- Yes / No
- Compliant answer:
- Yes
- Alert if missed:
- Medium
FAQ
Insurance: common questions
Can a voice agent call customers about renewals and missed premiums?
Yes. Upload a contact list, set the calling hours and retries, and the agent calls each customer following the instructions in its prompt. It records an outcome for each call and can transfer the customer to an advisor.
Can we check that the required information was given on sales calls?
Yes. Write each requirement as a question, mark the compliant answer and link an alert to the ones that must never be missed. Drellia helps you check and evidence your own rules; it does not decide what the regulations require.
Can we audit claims calls as well?
Yes. Put the claims team in its own department with its own questionnaire. Open questions capture short answers, such as the type of loss the customer reported.
Where do the calls come from?
Connect your phone system over SIP, upload recordings from your current system or send them through the API. Recorded voice agent calls flow into Audit as well.
How is usage charged?
In credits: one minute of voice agent uses 1 credit, and scoring a 5-minute recorded call against 10 questions uses 0.3 credits. Plans start from €120 per month, billed yearly.
Other industries
Next step
See Drellia on your own calls.
Tell us how your operation works, and we will walk you through the use cases that fit it in a 20-minute demo.
Book a demo