Financial & Insurance services companies (Handling 10k+ customer calls per month)

Recover ₹2–₹3 crore in annual revenue - increase your inbound call handling capacity up to 4X in 180 days

In this executive briefing you'll discover:

Why Contact Centers Fail to Scale
The 3 Operational Mistakes that Cost Crores/ Year for Financial and Insurance Sector Contact Centres .
A practical roadmap to deploy AI within 30 days, using existing CRM, PBX and operational systems.

Trusted by enterprise customers across Banking & Insurance, Healthcare, Manufacturing & Professional Services

CASE STUDY #1

4X More Claims Processed Daily—Without adding a headcount

AHSPL NOIDA

The Challenge

Struggle to scale with growing claim processing volumes. 400+ hours / day spent in manually documenting customer conversations and updating internal systems.

Our Solution

We automate their key bottlenecks , on top of their existing systems, with the same workflows they followed.

The Result

The same team were able to handle 4 times more Claims within 90 days !

CASE STUDY #2

Recovered ₹ 30Lacs in monthly revenues

Leading Telemedicine Contact Centre, Uttarakhand.

The Challenge

High call abandonment during peak hours. No coverage during after-Hours.

Our Solution

We introduced intelligent overflow call handling that integrated seamlessly with their existing contact center environment.

The Outcome

Recovered 300+ Daily Customer Calls and ₹ 30Lacs in monthly revenues in Just 60 Days.

CASE STUDY #3

Saved more than ₹15 lacs /month, doubled their call capacity

Fixed Deposit-backed Credit Card provider (Mumbai)

The Challenge

Inbound Sales agents spent several hours every week in post-call documentation, hampering their focus on sales conversions.

Our Solution

AI Automation was implemented to relieve agents from manual work and also handling each customer call with greater consistency.

The solution was implemented within 45 days.

The Outcome

Saved over 1000 Employee Hours and ₹15+ lac in costs, and increased conversion rates.

Why do Financial Services and Insurance companies Select ProofLex?

Most Voice AI platforms stop at answering calls or transcribing conversations.

ProofLex goes much further.

Built Around Your Existing Systems, no major change needed.
Enterprise Deployment, live in Just 30 Days.
Voice AI that Understands, Summarizes,Creates tickets, routes and more
Designed for Enterprise Compliance, Documents complete audit trails
Performance Commitment

We're confident enough in our implementation methodology to stand behind it.

If ProofLex does not at least double your inbound call handling capacity within 180 days, we'll waive the remaining subscription charges and continue supporting your implementation at no additional cost.