Banking, Insurance & Finance
Insurance Brokerage
VOCALIS AI adapted to insurance brokerage: 24/7 appointment booking, qualification, emotional intelligence, GDPR.
Vocalis AI Agent
Banking, Insurance & Finance
The problem
Why you lose customers without an AI agent
Every unanswered call, every unfollowed lead, every language barrier — it's a wasted opportunity. Agent Vocalis eliminates them.
📵 Claims declarations outside of hours
A customer affected at 8 p.m. cannot wait until the next day. Without an AI agent, it calls the competitor or posts a negative review.
⏱ Time-consuming manual KYC
Collect identity documents, proof of income, RIB — a time-consuming process that AI automates and secures.
💸 Unprocessed cold leads
A prospect who requests an insurance quote online: without a call back within 5 minutes, he signs with the competitor. The AI calls back within 2 minutes.
🔒 CNIL compliance not guaranteed
Records, consents, retention periods — AI automatically manages regulatory compliance with every interaction.
🌍 International customers
Expatriates, foreign clients, multilingual policyholders — the agent responds in English, Arabic, Spanish, Portuguese and more than 40 languages.
📋 CRM not powered
The information collected during calls does not go back to Salesforce or HubSpot. The agent does this automatically.
Features
What the Vocalis agent does for you
An AI trained in your sector, connected to your tools, available in all circumstances.
Qualification and quote 24/7
Collection of information necessary for the quote, transmission to the advisor with qualification score.
Guided claims reporting
The agent guides the customer through the declaration, collects the essential elements and automatically opens the claim file.
CNIL & GDPR compliance
Registered consent, configurable retention periods, EU hosting. Complete audit trail.
Multilingual — 40+ languages
French-speaking, English-speaking, Arabic-speaking clients — supported with the appropriate financial vocabulary.
Automatic CRM feed
Each interaction powers Salesforce, HubSpot, or your business tool. Zero re-entry.
Climbing advisor
Complex requests (purchase, disputes, complaints) are transmitted to the right advisor with full context.
FAQs
Your questions about the Vocalis AI agent
Does the agent comply with CNIL and GDPR requirements?
Yes. Consent recorded for each interaction, hosting on certified European servers, configurable retention periods, signed DPA. The agent complies with sectoral regulatory requirements (ACPR, PSD2 directive for banking services).
Can it manage insurance claims?
Yes. The agent guides the customer through the declaration, collects the essential elements (nature of the loss, date, circumstances, photos if video), and automatically opens the file in your management system.
How does it manage sensitive data (RIB, income, assets)?
Sensitive data is encrypted in transit and at rest (AES-256). No financial data is stored in our systems beyond the contractually defined retention period. Everything is auditable.
Can it integrate with our core banking system or our insurance GED?
Yes. We have connectors for the main industry tools (Salesforce Financial Services Cloud, HubSpot, Odoo, Yousign, DocuSign) and can develop tailor-made integrations.
Other sectors we serve
The Vocalis agent adapts to the vocabulary and workflows of each profession.
Ready to never miss a customer call again?
Free audit 30 min · Configuration in 72 hours · No obligation
Book my free audit