Win new policies and never miss a renewal
Your income depends on two things: new policies and renewals. Both slip when nobody replies. A family asking about health cover at night goes to an online aggregator by morning, and a renewal reminder that never went out is a client lost.
Ora answers every client on WhatsApp, Instagram and your website, day and night, books the policy comparison call, and makes sure no enquiry is forgotten.
The real Ora inbox, set up for SecureLife Advisors, a sample insurance advisory. Every client chat in one place; jump in any time.
Missed replies cost policies and renewals
Most client messages are about the same things:
Claim questions often come at night, from a hospital, when clients need you most.
How Ora talks to your clients
Four real-looking conversations at SecureLife Advisors, a sample insurance advisory in Chennai. Pick one and watch Ora reply.
From “hi” to booked, on autopilot
What happens to a single message, without anyone on your team touching it.
- 💬STEP 1A client messages
“Need health insurance for family. Me 38, wife 35, 2 kids”
A family health cover at 10 PM - 🧠STEP 2Ora answers from your information
“Hi Senthil! 🙏 For a family of 4, a ₹10 lakh family floater usually costs ₹18,000–26,000 a year, depending…”
Learned from the insurers you work with, typical premiums, claim steps - 📅STEP 3Books a policy comparison call
“Booked ✅ Tomorrow 6:00 PM with Divya. Keep your preferred hospital names ready. 🏥”
On Divya's calendar, reminder sent - 🎯STEP 4Saved as a lead
Senthil Kumar · Health · family floater · 4 members · call tomorrow 6 PM
With the whole chat attached - 🔔STEP 5Your team is alerted
“Hot lead: Senthil Kumar +91 9•••• •••••. Call today to compare plans.”
Divya, senior advisor, sees it first - 🔁STEP 6Follows up if they go quiet
“Hi Senthil, SecureLife here. Would you like a free comparison of plans? Reply and we'll set up a quick call.”
Automation: Hot insurance leads
What Ora does for an insurance advisor or agency
These are real Ora screens, set up for SecureLife Advisors. This is exactly what you and your team will use.
Answers premium questions and books advisors
A family asks about health cover at 10 PM. Ora shares a typical premium range and books a comparison call with your advisor, without recommending a specific plan itself.
English, Tamil, Hindi and more, plus WhatsApp voice notes.
Helps at claim time
When a client is at a hospital, Ora explains the cashless steps from your notes and alerts your claims person at once.
Leads and renewals on one board
New enquiries and due renewals in one place, assigned to the right advisor, with premium value when won.
Advisor calls on a calendar
Comparison calls and renewal reviews, with reminders the day before.
Hot-lead alerts
AI sorts every enquiry: ready-to-buy clients go to your senior advisor with an alert.
The jobs Ora takes off your team
Ora does not replace your advisors or their advice. It replaces the repetitive part: first replies, reminders and routine questions.
Your advisors then spend their time advising, not chasing.
What it saves you, in rupees
A worked example for a small insurance advisory in Chennai. Your numbers will differ, so try your own below.
Without Ora
Insurance advisory · per month- Telecaller for leads and renewals₹17,000First calls, renewal reminders
- Back-office for client queries₹15,000Claim steps, documents, policy questions
- WhatsApp Business tool₹3,000
- CRM and reminders₹2,500
- Claims at nightNot coveredHospital admissions don't wait
With Ora
your own bundle- ✓ AI answers on WhatsApp, Instagram and websitePlans, premiums, claim steps, 24×7Included
- ✓ Advisor call bookingIncluded
- ✓ Leads and renewals on one boardIncluded
- ✓ AutomationsIncluded
- ✓ 3 teammatesIncluded
- ✓ Claims at nightFirst steps answered
Salaries and tool prices are typical for Chennai and similar cities. Ora price is before GST. Meta bills WhatsApp marketing messages directly, with no markup from us.
Try your own numbers
Estimate: 200 working hours make one full-time person. Ora for this setup costs about ₹12,493 a month, and it answers at night and on Sundays too.
While you sleep, Ora works. When you wake up, it's all sorted.
SecureLife Advisors, a sample insurance advisory, on a normal day.
- 10:15 PM
Senthil asks about family cover and books Divya for 6 PM.
- 9:00 AM
Lakshmi gets her renewal reminder in Tamil and asks for zero dep.
- 1:40 PM
Irfan is at Apollo; Ora explains cashless steps and alerts Karthik.
- 4:00 PM
Nandhini's term insurance lead from Instagram gets a comparison.
- 6:00 PM
Divya calls Senthil, who already knows the price range.
Powerful features, all in one place
The same Ora, with every tool your business grows into. Turn on what you need, when you need it.
A second AI reads every chat, spots where a customer was let down and suggests a fix you approve.
Approved offers and reminders to opted-in lists, from a separate number, with replies in one place.
Answers calls, books and follows up by voice, with the same knowledge as the chat.
Send a payment link for fees, deposits and orders without leaving the conversation.
Emails answered from the same knowledge, and every thread in the same inbox.
Drag-and-drop flows: tag, alert, follow up, hand over, on any trigger.
A plain weekly report: what people asked, what they wanted that you do not offer, where you lost them.
DPDP consent in every chat, data stored in India, never used to train public AI.
Live in an afternoon
- 1Sign up free
No card needed. You start on the Free plan with 300 AI replies a month.
- 2Teach Ora
Upload the insurers you work with, typical premiums and claim steps as a PDF or document, or just add your website.
- 3Connect your channels
WhatsApp, Instagram and the website chat, from the Channels page. We help with WhatsApp.
- 4Add your team
Add people like Divya (senior advisor) and Karthik (claims support), with their hours, so Ora books and alerts the right person.
- 5Switch on follow-ups
Pick “Hot insurance leads” or another ready-made automation, and Ora takes it from there.
- 🧠Ora coreYour AI assistant, chat inbox, leads and its manager
- 💬WhatsApp AIAnswers and sells on WhatsApp
- 📸Instagram & MessengerReplies to DMs on Instagram and Facebook
- 📅Bookings & remindersCustomers book slots themselves
- ⚡Automations & alertsThings happen by themselves
What Ora does not do
- ⚠️It does not recommend a specific policy or give financial advice; your licensed advisor does.
- ⚠️It does not issue policies, collect premiums or file claims.
- ⚠️It only knows the products and steps you teach it.
What insurance advisors ask us
Is it allowed to use AI for insurance enquiries?
Ora only shares general information and books your licensed advisor; it does not sell or recommend a policy on its own.
Can Ora send renewal reminders?
Yes. Pick clients whose policies are due (or import a list) and Ora messages each one and handles replies.
How long does it take to set up Ora for an insurance advisor or agency?
Most are live in an afternoon. Upload the insurers you work with, typical premiums and claim steps as a PDF or document, or add your website, then connect WhatsApp and Instagram from Channels.
Can we keep our existing WhatsApp number?
Yes, through the official WhatsApp Business API. We help you connect it, and customers keep messaging the number they know.
What if Ora does not know the answer?
It says so and hands the chat to your team, with an alert. It only answers from what you teach it, so it does not make things up.
Is customer data safe?
Each business's data is kept separate, data is stored in India, consent is asked as India's DPDP Act requires, and we never sell data or use it to train public AI.
What does it cost?
The Free plan includes 300 AI replies a month, no card needed. A setup like the one on this page costs about ₹12,493 a month (your own bundle), before GST. Meta bills WhatsApp marketing messages directly, with no markup from us.
Let Ora answer tonight's enquiries and tomorrow's renewals.
Try Ora free on your insurance advisory. Teach it your information in minutes and see how it answers your clients.