Now serving all 77 districts of Nepal — IVR, Bulk SMS & WhatsApp API on one platform. Get started at Rs. 1,499→

Telvanta
FOR INSURANCE COMPANIES

Capture Leads.
Nurture Trust.
Close More Policies.

Telvanta.ai Lead Management solution helps insurance companies capture, qualify, nurture and convert leads faster across every channel.

A lead management board — pipeline stages, lead scores and the live activity feed.

The impact you can achieve

More Quality LeadsCapture leads from every channel and never miss an opportunity.
Faster ConversionsNurture leads with the right message at the right time.
Better Agent ProductivityAutomate tasks and focus on high-value conversations.
Stronger Customer TrustTimely follow-ups and transparent communication build trust.
Higher ROIImprove conversion rates and reduce cost per acquisition.

Key Results for Insurance*

30–50%Increase in Lead Conversion Rate
40%+Improvement in Agent Productivity
25–35%Reduction in Cost Per Acquisition
2XIncrease in Quality Leads
20–30%Higher Policy Sales Through Nurturing

*Based on Telvanta.ai customer data

Omnichannel Capture

Capture leads from website, ads, social, SMS, WhatsApp, calls & walk-ins.

Smart Lead Scoring

AI-powered scoring to identify high-intent, high-value leads.

Automated Nurturing

Send personalized follow-ups, reminders & policy recommendations.

Lead Routing

Auto-assign leads to the right agent or branch based on rules.

Real-time Updates

Get instant notifications on new leads and activities.

Complete Visibility

Track lead lifecycle and performance in one dashboard.

How Insurance Lead Management Works

Capture Leads

Collect leads from multiple channels automatically.

Qualify & Score

AI scores and qualifies leads based on intent and profile.

Assign & Notify

Leads are assigned to the right agent with instant notifications.

Engage & Nurture

Personalized communication via the preferred channel.

Propose & Follow-up

Share quotes, proposals and follow up automatically.

Convert

Convert leads into policies and update CRM.

Analyze & Improve

Track performance, optimize campaigns and improve ROI.

Popular Use Cases

New Lead Capture

Capture leads from ads, website, social media, and more.

Health Insurance Leads

Qualify and nurture leads for health insurance plans.

Term Insurance Leads

Engage and convert leads for term insurance policies.

ULIP & Investment Leads

Nurture investment-focused leads with personalized journeys.

Policy Renewal Leads

Identify and follow up with upcoming renewal opportunities.

Cross-sell & Upsell

Recommend and convert existing customers for additional policies.

Corporate & Group Leads

Manage and convert leads for group insurance plans.

Agent Referrals

Track and manage leads referred by agents and partners.

Lead Management Analytics

Lead Conversion Rate9.72%1.6% vs last 30 days
Avg. Response Time28m 34s19% vs last 30 days
Qualified Leads3,84222% vs last 30 days
Proposal Sent2,16315% vs last 30 days
Policies Sold1,24816% vs last 30 days
Revenue GeneratedNPR 4.82 Cr20% vs last 30 days

Leads Over Time

6K4K2K0
May 5May 12May 19May 26Jun 2

Leads by Source

Website42%
Facebook22%
Google Ads18%
Referral10%
Other8%

Lead Funnel Performance

New Leads12842
Contacted8921
Qualified3842
Proposal Sent2163
Converted1248

Telvanta.ai helped us streamline our lead management process. We can now capture leads from all channels, respond faster, and convert more policies. Our agents are more productive and our customers are happier.

Vikas MalhotraHead of SalesFuture Shield Insurance

Seamlessly Integrates With Your Systems

SalesforceMicrosoft DynamicsZoho CRMfreshdeskHubSpotPower BIGoogle Sheetsand more

Frequently Asked Questions

Ready to convert more leads into policies?

or