Insurance enquiries to your licensed advisorInsurance enquiries to your licensed advisor

A new enquiry is called within ten seconds, inside permitted hours. The agent says it is an AI assistant and asks what cover they want, who would be covered and the eldest person's age, how much cover, what they already hold, and for a vehicle, when its policy runs out. Then it books a call or a meeting with your licensed advisor.

A sales call about insurance is a promotional call under TRAI rules, like a loan sales call, so the agent calls only people whose consent is recorded, for example a website form where they agreed to be called. Leads without recorded consent are held, not dialled.

No. Recommending a policy is for a licensed advisor. The agent describes only the plans you add, calls every premium indicative and says who it is for, and never promises that a claim will be paid or a return earned. A filter checks each sentence before it is spoken.

Only whether anyone to be covered has an existing illness, never what it is. The details belong on the proposal form with your advisor, not in a sales lead.