Insurance & Financial Services
Better qualification. More informed conversations.
DialCru helps insurance and financial-services teams manage supported human and AI calling workflows while improving visibility into customer interest, quality and results.
Built around measurable outcomes.
Lead qualification
Engage eligible enquiries, capture their answers and identify genuine interest for your advisers.
Customer reactivation
Re-engage eligible historical enquiries with controlled campaigns.
Retention and renewals
Support approved renewal and follow-up workflows ahead of key dates.
Quality assurance
Check disclosures, script adherence and opt-out handling on supported calls.
AI reporting
Ask about calling activity, agent performance and campaign outcomes.
Workflow
AI screens. Your authorised people advise.
Voice AI handles the repeatable first conversation. Advice and sales stay with the people authorised to give them.
01
Eligible lead
Only contacts you're permitted to call enter the campaign.
02(by the Assistant)
Voice AI qualifies interest
The AI agent asks the agreed questions and records the answers.
03
Customer asks for a person
Interested customers are routed to your team.
04
Handover to your adviser
Where supported, the call transfers to an authorised adviser.
05
Outcome verified
Your team confirms what happened before it counts.
Handover options depend on your setup. We walk through them in your demo.
We call it a sale when you confirm it.
A disposition describes what a customer said. Only your confirmation turns it into a result you report.
- 01
Interested
The customer showed interest on the call.
Disposition on the call
- 02
Qualified
They met the criteria you set for the campaign.
Disposition on the call
- 03
Accepted opportunity
Your team accepted the lead as worth pursuing.
Confirmed by your team
- 04
Successful handover
The conversation reached the right person with its context.
Confirmed by your team
- 05
Verified sale
Your business confirmed the transaction.
Confirmed by your team
Quality assurance
Check what matters on a regulated call.
Build scorecards for the requirements of each campaign, evaluate supported human and AI calls against them, and review the evidence before acting on a finding.
- Introduction and required disclosures
- Script adherence at key checkpoints
- Consent and opt-out handling
- Whether the disposition matches what the customer said
Direct-marketing calls must meet POPIA's consent rules. You remain responsible for the permission behind each contact; DialCru supports this with number suppression and opt-outs. Regulated financial advice, product recommendations and sales activities must be performed by appropriately authorised parties.
Questions
Frequently asked questions.
Which conversations suit Voice AI?
Can Voice AI transfer a conversation to a human agent?
Does AI QA replace our quality team?
Your next-generation call centre is already within reach.
You don’t need to replace every agent, rebuild your business or commit to another expensive operating model. Start with your existing team. Introduce Voice AI where it makes sense. Add human capacity when you need it.
More control · More intelligence · More flexibility