DOT

The Future is Formless

Dot performs the following human tasks independently

Policy Issuance
Policy Issuance
Issues policies, shares with customers, ensures comprehension.
Session Memory
Session Memory
Enables seamless persistent user experience and workflow integration.
Nudges
Nudges
Delivers dynamic reminders to boost customer interaction and nurturing.
Customer Onboarding
Customer Onboarding
Gathers data and docs, conducts e-KYC, and ensures quality compliance.
Lead Management
Lead Management
Creates, organizes, and scores leads for data-driven sales outreach.
Premium Collection
Premium Collection
Shares personalized payment links with customers.
Policy Servicing
Policy Servicing
Assists customers with enquiries, policy changes, or endorsements.
Claims Management
Claims Management
Handles claim filing, documentation, evaluation, and settlement.
Policy Renewal/Termination
Policy Renewal/Termination
Manages policy renewal, termination, and associated risk assessments.
Recruitment Management
Recruitment Management
Facilitates candidate evaluation, exam scheduling, and preparation.
Needs Assessment & Quoting
Needs Assessment & Quoting
Assesses needs, recommends products, shares tailored quotes.
Retrieval Augmented Generation
Retrieval Augmented Generation
Uses advanced document analysis for accurate query responses.
Workflow Adaptation
Workflow Adaptation
Adapts to all types of organization-specific processes seamlessly.
Data analytics
Data analytics
Conducts operational data analysis for continuous improvement.
Messaging Platforms
Messaging Platforms
Integrates with WhatsApp, other platforms for external comms.

Reasons to Implement Dot

Image representing the element of dot application evaluation.
Rapid Agent Onboarding (<15 mins)
Efficient Policy Servicing
Data-Driven Decision Making
Better Compliance Management
Boosted Sales Productivity
Streamlined Claims Management
Enhanced Customer Experience
Reduced Human Expenses
Elevated Company Reputation
Accelerated Customer Onboarding (<15 mins)

How Our Customers Are Growing Using Our Products

We placed our faith on iorta to deliver a bespoke lead management system for our newly launched direct marketing channel. They also extended their services to co-drive the platform's adoption by defining clear training and feedback loops.
Shashank Chapekar
Chief Distribution Officer, Manipal Cigna Health Insurance
We manage business opportunities and renewal collection processes across channels using Salesdrive from iorta. This has also helped us transition from a digital-focused to a digital-first enterprise.
Anup Seth
Chief Retail Officer, Edelweiss Tokio Life Insurance (ETLI)

Choose Your Industry

Find out how we empower top insurance and financial firms across India and APAC to transform their sales function through innovative digitalization!

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