Lead generation, run by agents
Reads the client's existing policies, financials and news, flags gaps such as under-insurance after a plant expansion, and drafts the outreach. You review it, run it in one click, or just ask.
- ✓Checked all 500 prospects, not just twelve
- ✓Lifted the best lead from row 347 to first
- ✓Explained why now and who decides
- ✓Drafted the note to the CFO
Nothing is sent until you approve it.
The job
Lead generation, done by agents
What changes for a distributor at this stage.
The manual way
Scattered emails, calls and CRM notes.
Agents do the work
Reads the client's existing policies, financials and news, flags gaps such as under-insurance after a plant expansion, and drafts the outreach.
Lead generation · Bharatsure Agentic OS
Review it. Click it. Or just ask.
Agents prepare the work. You approve it, run it in one click, or ask for it in plain language.
Agents prepare. You approve.
The agent does the work and stops at a review step. Nothing goes to an insurer or a client until your team approves it.
A coverage gap flagged from the client's own policies and financials.
One click runs the whole workflow.
Repeatable jobs are a button, not a project. Start the job, and the agent runs every step.
Describe the job. It gets done.
Ask in plain language. The agent works out the steps, completes the workflow and shows you the result to review.
Watch it work
Lead generation, in action
A new quarter and a list of 500 prospects. Agents check them all, match them against the client list and read each company's news, and find the best lead sitting on row 347. You send the note.
A new quarter and a list of 500 prospects. Agents check them all, match them against the client list and read each company's news, and find the best lead sitting on row 347. You send the note.
Where it runs
Lead generation behind every solution
The same stage runs behind each product line.
Built for a regulated industry
Agents prepare. Your team decides.
Your team signs off
Agents prepare the work. A named person on your team reviews it and decides before anything is sent to an insurer or a client. Your licence, your advice.
Every action logged
Every action, by a person or an agent, is logged, so you can see what was done, when and by whom.
Certified and secure
ISO/IEC 27001:2022 certified, with role-based access and audit trails.
Put an AI back office behind every distributor
Tell us about your business model and the team will map how the Agentic OS runs your leads, quotes, servicing, claims and renewals.
