Use Case · Insurance

AI Sales Agent for Insurance
Qualify Leads & Book Agents 24/7

AI calls every interested insurance lead within 5 minutes, qualifies by budget and underwriting policy, then schedules a licensed agent — increasing conversion 2-3× while staying OIC compliant.

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Daily Pain Points in Insurance

Thai insurance agents receive leads daily from ads and referrals but cannot keep up. Competitors call first and win the deal — while operations must remain compliant with the Office of Insurance Commission (OIC).

Pain

Leads Cool Off Within 1 Hour

Customer expresses interest in motor insurance. 30 minutes later, a competitor has already called and quoted. You lose the lead despite paying for the ad.

Pain

Agents Only Work Weekdays

Customers research life insurance on weekend evenings when agents are off. By Monday, the decision is made — usually with someone else.

Pain

Wrong Qualification Wastes Time

Calling leads with insufficient budget or failing underwriting criteria burns agent hours that should focus on ready-to-buy customers.

AI insurance lead qualification flow with underwriting criteria
Workflow: AI qualifies insurance leads against your underwriting policy before routing to a licensed agent.

How caiku.ai Solves It

caiku.ai calls within 5 minutes, qualifies by budget, age, and health condition, then routes only ready-to-buy leads to your licensed agents. Every conversation is logged for compliance.

Solution

5-Minute Response, 24/7

The moment a lead clicks an ad or submits a form, AI dials back. No waiting, no losing leads to faster competitors.

Solution

Underwriting-Aware Qualification

AI asks about monthly budget, age, pre-existing conditions, and product type. Only leads passing initial criteria reach your agents.

Solution

Agent Booking + Summary

AI books licensed agent calendars and sends a LINE summary before the call so the agent arrives prepared.

Our 8 agents could not keep up with motor insurance leads from advertising. After caiku.ai started calling within 5 minutes 24/7, lead-to-quote conversion jumped from 12% to 28% in a single quarter.
WD
Woraphol Disornpongsa Branch Manager, Sap Phaisan Insurance Brokerage

How It Works — 3 Steps

Live within 24 hours. No coding. No dev team needed.

1

Connect Lead Sources

Plug in Facebook Lead Ads, Google Ads, LINE OA, or web forms. AI starts calling within 5 minutes of submission.

2

AI Qualifies by Underwriting

AI follows your script: budget, age, health history, product type (motor, life, health, accident).

3

Hand Off to Licensed Agent

Qualified leads book directly into agent calendars with a full summary delivered via LINE before the call.

Sample Conversation

A real conversation between AI and a Insurance customer. Persona, tone, and script can be customized to your brand.

AI
Hi Somchai! You filled out our form expressing interest in life insurance. Do you have a moment to chat?
Customer
Yes, I am just researching options.
AI
Got it. To recommend the best plan, may I ask — what is your age, and what annual premium are you comfortable with?
Customer
I am 35, and around 30,000 baht per year would work.
AI
Thank you. I will book Agent Chart, who specializes in life insurance, to call you tomorrow afternoon. He will bring 3 plan options within your budget. Does 1 PM work?
Customer
Yes, that works.
AI
All set. I will send a summary via LINE shortly. Thank you!

Results from Insurance Customers

Average metrics from SMEs using caiku.ai in this industry.

5min
Average response time after lead submits
2.4×
Lead-to-appointment conversion uplift
40%
Agent time saved by focusing only on qualified leads

* caiku.ai pilot data with insurance broker/agency customers (n=5 firms, 6-month rolling, 2025-2026). System operates within OIC compliance standards.

Get Started

Pick the feature that fits your Insurance business, or see pricing.

Feature

AI Voice Calling

AI calls customers in natural Thai, qualifying intent and booking appointments
Feature

LINE OA AI

AI handles LINE Official Account 24/7 with rich messages and lead capture
Pricing

See All Plans

Starting from ฿2,990/month — no per-minute charges, 14-day free trial

FAQ — Insurance

Common questions from real Insurance customers.

Your competitors are calling first. It is time to outpace them.

Start your 14-day free trial and see how AI 5-minute response times convert.

Book a Demo → Start Free Trial