AI assistant for insurance agents & financial advisorsEvery lead contacted in under 60 seconds.

New leads called or messaged and qualified while they’re still interested. Renewals reminded before they lapse.

60 sec

to first contact

on every new lead

100%

of the advice stays with you. It books the slot; you recommend.

  • Your time goes to the conversations that close.
  • Every call and its outcome is logged.
Shreya, Vaanik’s AI Advisor’s Assistant

New lead from your ad

Term insurance enquiry

7:20 pm

Lead called back

Within a minute

7:21 pm

Basics noted

Age 34 · family of 4

7:23 pm

Call with you booked

Tomorrow, 6:30 pm

7:24 pm

Confirmation sent

On WhatsApp

7:24 pm

You are told

Summary and log

7:25 pm

Shreya AI

Advisor’s Assistant

Online 24/7 · Hindi & English

02 · From lead to booked conversation

From an ad form to a booked call with you.

The lead hears from you while they still remember filling the form. You speak only to people who have a need, a budget and a time.

Handled automatically

  • Calls or messages the lead as soon as the form arrives
  • Asks the qualifying questions you choose
  • Books a slot with you in your calendar
  • Confirms the slot on WhatsApp
  • Logs the conversation and tells you who is ready to talk

Works from what you give it

What you offerQuestions to askYour free slotsDocuments to carryOffice addressWhat it must not say

Shared with us during setup. It describes what you do and books the conversation; it does not recommend a product.

S

Secure Future Advisors

Business account

Vivek filled your Facebook ad form · 7:20 pm
Shreya called Vivek · 7:21 pm · 3 min

Hello Vivek, Shreya from Secure Future Advisors. Thank you for your time on the call. Noted: term cover for yourself, age 34, family of four.

7:24 pm

Your call with our advisor Mr. Menon is booked for tomorrow, 6:30 pm ✅ Please keep your age proof and last salary slip handy.

7:24 pm

Thanks. Which plan is best for me?

7:26 pm

That depends on your needs, and Mr. Menon will take you through the options tomorrow. I can’t recommend a plan myself.

7:26 pm

Advisor alerted · conversation logged

Sample conversation

03 · What happens to every lead

The same five steps, for every lead you pay for.

The advice begins at step five, with you.

  1. 1. The lead arrives

    From a Facebook or Google ad form, your website, WhatsApp or a phone call.

  2. 2. Contacted in under 60 seconds

    By call or WhatsApp, while they are still interested.

  3. 3. Qualified

    The questions you choose: what they need, for whom, and when.

  4. 4. A slot with you is booked

    In your calendar, with a confirmation on WhatsApp.

  5. 5. You have the conversation

    With the summary in front of you, and the call recording kept.

What you receive

Call booked
Lead
Vivek Pillai · 34
Source
Facebook ad form
Looking for
Term cover for self
Family
Spouse and two children
Call with you
Tomorrow, 6:30 pm
Asked
Which plan is best: left for you

Sent on WhatsApp the moment the slot is booked.

Sample data

04 · Fits your existing setup

Works with the tools you already use.

No new software to learn.

Where your leads come from

  • Facebook Lead Ads
  • Google Ads
  • Website
  • WhatsApp
  • Inbound calls

Where the lead is recorded

  • Google Sheets
  • Zoho
  • HubSpot
  • Salesforce
  • Your CRM

Where the slot is booked

  • Google Calendar
  • Outbound calls
  • WhatsApp

Connected during setup, where your system has an API. Logos belong to their owners.

05 · Your practice, your rules

Your compliance rules. Your way.

Every reply stays inside the lines you draw: what may be said, what must never be said, and when a licensed person takes over.

Set up for your business
  • What you offer
    Term · Health · Motor
  • Questions to ask
    Need · Age · Family
  • No recommendations
    Always left to you
  • No promises
    Never quoted
  • Your slots
    Mon–Sat, 5–8 pm
  • Documents
    Age proof · Salary slip
  • Calling hours
    10:00 am – 8:00 pm
  • Who gets the lead
    Health → Mr. Menon
  • Renewals
    30 days before the due date
  • Recordings
    Every call
  • After hours
    Book for tomorrow
  • Hand over to a person
    Advice · Premiums · Claims

At work on WhatsApp

Everyday enquiries, answered with your rules

  • RRenu · 9:10 pm Answered

    Can I speak to the advisor on Sunday?

    Mr. Menon takes calls Monday to Saturday. Monday 5:30 pm is free. Shall I book it?Your slots
  • AAshok · 11:45 am Answered

    What documents do I need?

    Please keep your age proof and last salary slip handy for the call.Documents
  • PPreeti · 3:05 pm Answered

    What will the premium be?

    The advisor works that out with you on the call. I can’t quote a premium.No promises
  • SSameer · 6:40 pm Answered

    I have a claim to raise.

    I am passing this to Mr. Menon now; he will call you today.Hand over

06 · After the first conversation

The renewal that lapsed because nobody called.

A lapsed policy is a client lost twice.

  • Old lead lists

    Hand over the leads that never got a call. Each one is called, and the interested ones are booked with you.

  • Every call on record

    The recording, a summary and the outcome are kept for each call, for your own records.

  • Renewal reminders

    Clients are reminded by WhatsApp or call ahead of the due date, from the list you share.

    Set up for your business

  • Call-backs and quiet leads

    “Call me next week” is called next week, and a lead that went quiet gets a follow-up.

    Set up for your business

07 · Questions owners ask

Answers to the things advisors want to know.

These come up in almost every meeting with an advisor or an agency head.

  • Does it sell or recommend a policy?

    No. It recommends no product, quotes no premium and promises no returns. It qualifies the lead and books the conversation with you.

  • How is “under 60 seconds” possible?

    The lead reaches Vaanik the moment the form is submitted, and the first call or WhatsApp message goes out automatically. Calls are placed during permitted calling hours.

  • Who decides what it may say?

    You do. The wording, the questions and the limits are set with you before it speaks to a single lead, and changed only by you.

  • Are calls recorded?

    Yes. Each call’s recording, summary and outcome are kept in your account.

  • Whose numbers does it call?

    Your own leads and clients: people who enquired with you or agreed to hear from you.

  • How do renewal reminders work?

    You share the list of clients and due dates, and each one is reminded ahead of the date. This is set up for your practice.

  • What if a client wants to talk to a person?

    Your team is alerted with the conversation so far and can take over at any time. Nothing has to be asked twice.

  • Which languages does it speak?

    Hindi and English today, including the mix of both that people actually speak. Tell us which other languages your clients use and we’ll confirm on the call.

  • Do we need a WhatsApp Business account?

    Yes, for the WhatsApp replies. Don’t have one? We set it up with you during onboarding.

  • What does it cost, and how fast can we go live?

    Setup and go-live are included. We share pricing on the call and go live once your questions, wording and rules are tested with you.

Your practice next

See it running on your own leads.

Book a 20-minute demo and we walk you through how new leads, booked calls and renewals would run for your practice, and answer anything you want to ask.

Or start a 14-day free trial