For insurance advisors, financial advisors and loan teams
Qualify loan and policy enquiries by phone before an advisor picks up
Most enquiries need the same five answers before a real conversation can start. Let AI collect them, keep the warm ones moving on WhatsApp, and pass every judgement call to a person.
WebinarRun helps insurance advisors, financial advisors and NBFC loan teams qualify enquiries with AI. AI voice calls ask your eligibility questions in the customer’s language, WhatsApp handles document and meeting reminders, explainer webinars cover your products in plain terms, and anything that needs an advisor’s judgement is handed to a person on your team.
- eligibility questions the AI asks per conversation
- 5
- eligibility questions the AI asks per conversation
- lead score with a written reason
- Hot · Warm · Cold
- lead score with a written reason
- replies mark a contact do-not-contact
- STOP
- replies mark a contact do-not-contact
- WhatsApp numbers on Growth, 10 on Scale
- 3
- WhatsApp numbers on Growth, 10 on Scale
Updated
Eligibility calls in the borrower’s language
A home loan or term insurance lead is only useful once you know a few basics. An AI call campaign gathers them, so your advisors start with a summary instead of a cold dial.
- Bring leads in from your website through the API on Growth and Scale, or upload a CSV from your DSA partners
- Brief the AI to ask about employment type, monthly income range, city, amount needed and existing EMIs
- Calls happen only within the hours you set, in each contact’s local time, with a daily cap per person
- Each call ends with a recording, a transcript, an AI summary in the contact’s notes and a fresh lead score
Arjun M. · Outbound AI call
+91 98•• ••• 734 · Today, 11:42 · 3:12
Transcript
AI: Hi Arjun, you registered for the Sunrise Heights webinar. Did you get a chance to watch it?
Arjun: Yes, I liked the 2BHK. Can I visit on Saturday?
AI summary
Hot · 82site-visitInterested in a 2BHK, budget around ₹85 lakh. Wants a site visit on Saturday morning. Saved to contact notes.
Explainer webinars that do the first meeting for you
Advisors repeat the same explanation of how a term plan, a SIP or a loan process works many times a week. Record it once, with your compliance team reviewing the video before it goes out, and schedule it.
- Topics like "Term insurance in 20 minutes" or "How your home loan gets sanctioned" run on a weekly schedule
- A poll asks what cover amount or loan size each attendee is considering
- Voice AI Q&A answers from the product notes you approved, with an advisor ready to take over
- Watch time and drop-off show which part of the explanation loses people
Registered
1,240
Attended
682
Attendance
55%
Avg watch time
43 min
Retention (% of attendees still watching)
Drop-off 35–40 min · −9%Guardrails: discount caps and human handoff
In financial sales the AI should know where to stop. You set the limits in plain instructions and in product settings, and people stay in charge of anything outside them.
- Set the maximum discount the AI may offer on its own, such as a processing-fee waiver; larger asks go to a manager
- Use Suggest mode so an advisor approves, edits or discards each WhatsApp reply the AI drafts
- Instruct the AI to hand over questions about claims, rates outside your sheet or personal financial advice
- Advisors pick up chats from the "Needs a human" filter and can hand them back to the AI when done
Daniel R.
+91 98•• ••• 457 · Warm · 64
Hi, is the data analytics course available on weekends?
Yes. The weekend batch runs Saturdays and Sundays, 10 am to 1 pm.AI · 10:42
Can I get 30% off if I pay today?
I can offer 15% off for full payment today. For anything more, let me check with the team.
Consent and do-not-contact handling
Customers who ask you to stop should stop hearing from you. WebinarRun gives you the controls; you stay responsible for having consent to contact people and for the rules your regulator sets.
- A STOP reply on WhatsApp marks the contact do-not-contact
- Campaigns skip customers who already took the product, based on what you say each campaign sells
- Permanently erase a contact and their data when a customer asks
- Role-based access limits who sees customer data, and Scale adds audit logs and single sign-on
Search name, phone or tag…
Import CSV+ Add contact- Priya S.WebinarFollow-up#emi-queryBy: AI
- Arjun M.Phone callContacted#site-visitBy: Me
- Fatima K.WhatsAppNew#2bhkBy: AI
- Daniel R.AI SessionConverted#paidBy: None
- Meera J.ImportLost#budgetBy: None
5 of 1,862 contacts · 2 possible duplicates to review
Frequently asked questions
Does WebinarRun hold a regulatory certification for financial services?
No. WebinarRun does not claim any financial-services regulatory certification. You are responsible for consent, disclosures and the rules that apply to your business, and the platform gives you tools such as do-not-contact handling, calling hours and audit logs on Scale.
Can we use WebinarRun for loan collections or recovery calls?
No. WebinarRun is built for sales and enquiry follow-up and has no debt-collection features.
Will the AI give investment or insurance advice?
The AI answers only from the content you load into the AI Brain and follows your instructions. Tell it to pass personal advice, suitability and claims questions to a licensed advisor on your team.
Can an advisor check AI replies before customers see them?
Yes. In Suggest mode the WhatsApp AI drafts each reply and an advisor approves, edits or discards it before anything is sent.
Which languages can the AI call customers in?
WebinarRun AI voice speaks 97 languages, including 14 Indian languages such as Hindi, Gujarati, Bengali and Punjabi, and can detect the caller’s language automatically.
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