OutboundOS for insurance & loansEarly access

Call every quote and loan enquiry while the need is fresh.

People compare several providers within hours. OutboundOS calls each new enquiry within a minute, inside the calling hours you set, checks basic eligibility and books a call with your advisor.

Lead sources

Where your leads come from.

Enquiries come from comparison sites, ads and partners. These are the sources insurance and lending teams usually work with.

  • LEAD SOURCEComparison portals
  • LEAD SOURCEMeta Lead Ads
  • LEAD SOURCEGoogle Lead Ads
  • LEAD SOURCEWebsite forms
  • LEAD SOURCEPartner and DSA leads
  • LEAD SOURCECSV upload
What the agent asks

Four questions before the advisor call.

You choose the questions. These are the ones most insurance and lending teams start with.

  1. ProductTerm, health, motor, personal loan or home loan.
  2. Basic eligibilityAge, city and income range. Nothing more sensitive.
  3. TimelineHow soon they want cover or the loan.
  4. Best time to talkWhen your licensed advisor should call.
Sample qualifying script

How a call could go.

This is a written sample to show the flow: open with a recording notice, ask a few questions, book the meeting. Your script, questions and calling hours are yours to set.

SAMPLE SCRIPT · NOT A REAL CALL

English with a little Hinglish. Written by us to show the flow. [Your company] stands for your brand name.

AI agent
Hello, I’m the assistant for [Your company], calling about your term insurance enquiry. This call is recorded. Is this a good time?
Lead
Haan, I wanted to know the premium.
AI agent
Our advisor will share exact quotes. To match the right plan, may I ask your age and city?
Lead
34, Nagpur.
AI agent
Thank you. Would you like a call with a licensed advisor today at 6 PM or tomorrow at 11 AM?
Lead
Today 6 PM.
AI agent
Booked for today at 6 PM. The advisor will explain the plan details and terms.
Advisor call booked · Today, 6:00 PM
FAQ

Insurance and lending questions.

More questions? See the main FAQ or talk to us.

No. Quotes and terms come from your licensed advisors. The agent collects basic details and books the conversation.

The next enquiry is comparing you right now. Call it in a minute.

See OutboundOS on your own insurance and loan enquiries, inside the calling hours you set.

Book an OutboundOS demoLet it call you