🧾 SwiftDesk for Term Insurance

From Leads to Closures — SwiftDesk Helps You Close Deals Faster.

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Turning leads into verified, informed, and confident policyholders through intelligent voice communication.

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The Problem

Leads from Meta, Google, or portals go unverified or delayed.

Missed or uncoordinated site visits cause revenue loss.

Inconsistent follow-ups post-inquiry or post-visit.

Many leads are incomplete or unverified.

Policy explanations are rushed or unclear.

Delays in follow-ups lead to lost conversions.

Documentation and KYC reminders are manual.

Compliance and tone tracking are difficult at scale.

SwiftDesk Solution

SwiftDesk automates and manages your entire term insurance communication journey — from first contact to policy issuance and renewal — with real-time quality assurance and verified data tracking.

SwiftDesk Delivers:

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Lead validation and verification.

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Personalized onboarding and benefit explanation.

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Automated document & KYC follow-up reminders.

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Renewal and payment follow-up calls.

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AI-verified compliance and tone analysis.

Core Service & Use-Case

Service / Use Case	Description
Smart Lead Filtering	Verify authenticity of term insurance inquiries.
Onboarding Calls	Explain benefits, eligibility, and documentation clearly.
Event Reminder	Notify customers about pending documents or medical tests.
Follow-Up & Reactivation	Reconnect with interested leads who paused mid-process.
Feedback Collection	Measure satisfaction after purchase or policy activation.

Key Benefits

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3× faster policy verification cycle

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40% increase in lead-to-purchase conversions.

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50% improvement in document submission rates.

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100% AI-audited calls for compliance and tone.

Frequently Asked Questions (FAQs)

General Questions

What is SwiftDesk?
SwiftDesk is an outbound calling solution that provides trained telecallers for businesses. You provide the data, and we call on your behalf to qualify leads and deliver interested users.

Do you provide lead data?
No, we do not provide lead data. You must arrange the data, and we will handle the calling process.

Do you help in sales conversion or closing deals?
No, we only qualify leads and provide interested users. The sales and closing part remains your responsibility.

What do I need to do after providing the data?
You just need to provide the data. We handle everything else – training callers, creating scripts, and making calls. You can track everything through your portal.

Calling & Process Related

How many calls per day do you provide?
We provide 200 calls per day per seat.

Do "No Answer," "Follow-up," and "Answered Calls" count in 200 calls?
Yes, all call attempts, including no answer, follow-ups, and answered calls, are counted within the 200 calls limit.

Can I run campaigns for 2-3 different products at the same time?
Yes, you can run campaigns for multiple products simultaneously.

If a lead is contacted once, will it be called again?
Yes, you can decide how many times a lead should be contacted.

In which languages are your callers available?
Currently, we have callers available in Hindi and English.

Tracking & Quality Assurance

Can I track my data after submitting it?
Yes, we provide a personal portal where you can track your data, view call status, and monitor lead performance in real-time.

How will I know what the caller and customer discussed?
Every call is recorded, and you can access call recordings in your portal.

What is the experience level of your callers?
Our callers have 1+ years of experience in outbound calling.

How do you ensure call quality?
We use real-time monitoring, call audits, and recording analysis to maintain high-quality calling standards.

Technical & Platform Integration

How can I upload leads?
You can add data in three ways:
1️⃣ CSV Upload
2️⃣ Meta Ads Integration
3️⃣ API Connection

Does SwiftDesk integrate with CRM systems?
Currently, we support outbound API integration with Google Sheets and LeadSquare.