SuprAgent

The growth AI for banks, lenders, insurers and wealth firms

20% more pipeline.
Lower CAC.
Acquired 2 to 3x faster.

One agent works every lead on the call, on WhatsApp, RCS, SMS and web chat, and on your screen, in the language on the customer's record. It reads the person, picks the pitch, and picks them back up until they close.

Book a walkthroughStart your trial
9:41

Meera

Fairway Lending · Warm, quick Hinglish

Incoming call

Matched to Metro salaried starter

Fairway Lending is calling

DeclineAccept
  1. Call
  2. WhatsApp
  3. Screen

A call about a personal loan sends the application to WhatsApp. The customer opens it and lands on the app, where the agent has filled in the purpose, amount and tenure from the call. One tap for documents consent and the application is submitted to underwriting. Nothing is called sanctioned. The agent stays on the call while the link loads, hangs up once the screen is ready, and continues on the screen.

What a pilot is scoped to prove

Outcomes a pilot is scoped to prove on your own book, against a baseline agreed before the first touch.

The leak

Your funnel does not leak inside a channel. It leaks between them.

Every channel has its own bot, its own team or its own vendor, so every handoff starts the conversation over. One agent carries the whole thread.

Today

Five vendors, five handoffs

Each gap is a lead back on a list you already paid for.

With SuprAgent

One agent, one thread

Same persona, same context, from the first touch to the close.

  1. 01
  2. 02
  3. 03

A lead is rarely lost. It is dropped at a handoff.

The pitch

Pitched the way this person buys.

The customer's archetype comes from the record before the first touch. It picks the agent persona, the tone, the language and the levers, and the channels that reach this person: a text or a rich card at the top of the funnel, a call or a WhatsApp thread in the middle, and web chat or the in app screen at the bottom, where the transaction closes.

Customer

Customer, from the record

Priya

Metro salaried starter

Age band
25 to 34
Holds
Salary account, one card
Last touch
Web chat, 9:40 pm, left before the amount
Reaches her
A call after seven, then WhatsApp

Product · Personal loan, ₹5 lakh

Agent persona, matched

Meera

Warm, quick Hinglish

Tone
Quick Hinglish, no jargon
Levers
Yearly saving, finishing on the phone
Avoid
Long calls

Channels, for this person

The story, down the funnel

Meera · on the call

Hi Priya, Meera here from Fairway. Kal raat aapne web chat pe personal loan ke baare mein poocha tha. Abhi baat kar sakte hain?

What the agent is doing

The call at the hour her record says she answers.

Illustrative. Every figure comes from your own rating tools, and each line is composed again on the next turn.

  • Priya, Metro salaried starter, matched to Meera. Personal loan, ₹5 lakh. Top of funnel, Voice: Hi Priya, Meera here from Fairway. Kal raat aapne web chat pe personal loan ke baare mein poocha tha. Abhi baat kar sakte hain? The call at the hour her record says she answers. Middle, WhatsApp: The customer said: Salary slip ke liye laptop chahiye? Nahi. Your phone camera is enough. The application already has the amount and tenure from our call. Continue application. The question answered on the thread she is already on. The close, Agentic UI: Maine sab bhar diya hai. One tap for documents consent, and it goes to underwriting. Documents consent. The close, on the screen. Nothing is called sanctioned before underwriting.
  • Ramesh, Retired pensioner, matched to Arjun. Motor renewal, comprehensive cover. Top of funnel, SMS: Orbit Insure: Ramesh ji, your motor policy renews on the 28th and your no claim bonus of 35 percent applies. Reply 1 for a call at a time that suits you. A text first: his record says he reads SMS and ignores app notifications. Middle, Voice: The customer said: Premium pichhle saal se zyada hai. That did not look right to me. Your record shows three years without a claim, so the no claim bonus applies. ₹6,180 for the year, ₹230 less than last year, same cover, same IDV. Unhurried, every figure shown, no pressure. The close, Web chat: Line by line, Ramesh ji: comprehensive cover, ₹6,180 a year, IDV ₹5.2 lakh unchanged, roadside assistance included. Confirm here and the policy is issued today. Confirm renewal. The close, in the web chat he opened from the link, every line on one screen.
  • Kavya, First job, Bengaluru, matched to Ananya. First SIP, ₹3,000 a month. Top of funnel, WhatsApp: Hi Kavya, you set a goal in the app on Sunday, a bike in two years, and stopped at the risk questions. Two questions on a call finish it, whenever you're free. Pick a time. The opener names where she stopped. Not a campaign. Middle, Voice: The customer said: Market gir gaya toh? Honestly, I would wait. Then a moderate profile fits. A portfolio matched to it at ₹3,000 a month, and nothing starts until you confirm the mandate. The risk profile is scored on the call, before any allocation. The close, Agentic UI: This is your plan. Confirm the mandate, and the first SIP goes out on the 3rd. Confirm mandate. The close, on the screen, suitability on record. No fund named.
  • Suresh, Shop owner, Coimbatore, matched to Karthik. Fixed deposit and card. Top of funnel, RCS: Your fixed deposit matures on Friday, Suresh. 12 months at the relationship rate, or 18 months, side by side. Nothing goes ahead until you choose. Compare terms. A rich card first: his record says he reads at the shop and answers calls after eight. Middle, Voice: The customer said: Card ka annual fee hai kya? No annual fee, sir, and your account already qualifies. The deposit renews at the relationship rate the moment you confirm. The call after eight, when his record says he answers. The close, Web chat: The 12 month deposit at the relationship rate is set up, and the card application is filled from your account. Confirm both here and the card goes to review. Confirm deposit and card. The close, in web chat, while the shop is open.
  1. 01

    The record picks the opening story

    A renewal due, a switch, a top up on a loan they hold, a first investment. The opener comes from what is on file, never a guess.

  2. 02

    A persona with a playbook

    Each customer is tagged to an archetype your team approves. Its playbook runs in four lanes: tone, levers, objections and what to avoid.

  3. 03

    The channels follow the person

    A text or a rich card opens, a call or a WhatsApp thread carries the pitch, and web chat or the screen closes. Which ones, in which order and in which language comes from what has reached this person before.

  4. 04

    Straight on price, and it knows when to stop

    Ask for cheaper and it names the tier below and what it gives up. If hardship is behind the pushback, selling ends and the conversation routes to care.

One lead, start to finish

Follow one lead from a first question to a finished application.

One agent, one thread, every channel. Every touch lands on the same case and the same campaign record, with a timestamp on every stage change.

Your pipeline, one case

  1. 01 · Web chatAsks about a personal loan, then leavesNewMon 21:40
  2. 02 · RCSOpens the offer card the next morning
  3. 03 · VoiceCalled in Tamil, at the hour they tend to answerContactedTue 11:30
  4. 04 · SMSThe link that failed on WhatsApp arrives by SMS
  5. 05 · Agentic UILands on the screen, and the call ends itselfStartedTue 11:34
  6. 06 · WhatsAppStops at KYC documents, nudged back to the same stepDocs pendingTue 11:41
  7. 07 · VoiceCalled back on Thursday, as booked
  8. 08 · Agentic UIBack on the screen, submitsLoginThu 18:09
Spend
Stamped to the campaign as it happens
Conversion
Confirmed by your LOS, LMS or policy admin system, counted apart from inferred
Time to acquisition
Mon 21:40 to Thu 18:09, in stage codes that map to your MIS

Illustrative journey. Touches and times are an example, not customer data. Every outbound touch sits inside the TRAI promotional window.

  1. 01

    Same thread, same persona

    The screen opens on the same conversation, with the full history of the call.

  2. 02

    The outcome is stamped

    When the call ends itself, its disposition is written to the record, so the handoff is counted, not assumed.

  3. 03

    A timestamp on every stage

    Time to acquisition is the distance between two stamps, not how fast the agent replies.

The pick back up

When they drop, the agent picks them back up.

Most of the book is lost in the middle: a link never opened, an application left halfway, a callback nobody made. The agent keeps a marker on every one and works it on a clock, with the restraint built in.

  1. One reminder, not a drip

    An unopened link gets one reminder, on WhatsApp or by SMS.

  2. Resumes where it stopped

    A nudge back into the same step. Nothing already filled in is lost.

  3. Then a follow up call, briefed

    The same desk calls, knowing where they stopped and what went out.

  4. A callback is booked, not noted

    The time they name is checked against quiet hours and booked.

  • A reply pauses every reminder
  • STOP cancels all of it
  • Every step, sent or skipped, is logged with its reason
  1. Mon · SMSno reply
  2. Tue · Callmissed
  3. Wed · WhatsApplink opened
  4. Thu · Call6 minutes
  5. Fri · Callbackas they asked

Warm, first in the call queue

One lead across a week: an SMS with no reply, a missed call, a WhatsApp link opened, a six minute call and a callback at the time they asked for. Each reaction moves a warmth score, no touch lands in quiet hours, and the lead ends first in the call queue.

Illustrative week for one lead. Hatched bands fall outside 9am to 9pm.

Who, where and when

Every reaction moves a warmth score, so warm leads get your call capacity first. The planner leans toward the channel and the hour that reached each person before, inside touch caps, consent, quiet hours and the TRAI 9am to 9pm window it can never cross.

Every send keeps its verdict

Sent by WhatsApp · consent on file · 24 hour window open · inside the TRAI promotional window

After the sale

Win them once. Then keep them.

Closed is not the end of the funnel. The same agent, the same channels and the same record carry on after the sale.

  1. Insurance

    Renewal

    Due to paid. Reached first, the no claim bonus confirmed, priced again, and how long the price holds.

  2. Lending and insurance

    Win back

    Lapsed or unreachable customers reopened on the same record. Lapsed motor cover inside the no claim bonus window is quoted with the bonus carried.

  3. Insurance

    Claim intimation taken

    Safety first, one fact at a time, a claim number at the end. No promise about the outcome.

  4. Wealth

    Portfolio review

    Drift against the target allocation, the one change worth making, and a rebalance they watch happen.

Servicing questions are answered from your own documents with the source named, and the agent says plainly when your documents do not cover it.

Four desks, one engine

One engine, configured to every line you sell.

A desk is configuration, not a custom build: the journey, the playbook, the product catalog, the personas and the compliance rules are data your team can read and change.

The leak looks the same in every line.

84%

of insurance quotes never become policies

Industry analyses, the source for 84% of insurance quotes never become policies (opens in a new tab)

70%

of loan applications are never completed

Industry analyses, the source for 70% of loan applications are never completed (opens in a new tab)

Lending

Personal loans, top ups and consolidation

Grows

  • Personal loans, purpose to documents consent
  • Top up or consolidation, from where the loan sits
  • Abandoned applications picked back up

Keeps

Unreachable and RNR leads reopened on the same case

Nothing is called sanctioned before underwriting.

Explore lending

Insurance

Motor, health, life and term

Grows

  • New policies, quote to bound
  • Switch and port in, led by their own premium
  • Abandoned quotes picked back up

Keeps

Renewals, win back, claims taken one fact at a time

A claim is taken, never promised.

Explore insurance

Banking

Savings accounts, cards and deposits

Grows

  • Cross sell from what the record already holds
  • Card and deposit offers to existing customers
  • Inbound leads qualified one question at a time

Keeps

Callbacks booked, servicing answered from your documents

Never pitches a product in flight or already dismissed.

Explore banking

Wealth

First SIPs, goal plans and reviews

Grows

  • First SIP, from goal to mandate
  • Risk profile scored before any allocation
  • Stalled starts picked back up

Keeps

Portfolio review, from drift to one action

No fund named. No return promised.

Explore wealth

A desk is five pieces of data

  1. 01Journey
  2. 02Playbook
  3. 03Catalog
  4. 04Personas
  5. 05Rules

Control

Growth that clears your risk committee.

Nothing goes out and no conversation closes without a check your risk team can read back later.

  1. Consent is default deny

    No consent on record, no message and no call. A STOP reply ends the outreach.

  2. Quiet hours, enforced in the send path

    Quiet hours and the TRAI 9am to 9pm promotional window are checked before every send, and again the moment a call connects.

  3. Every conversation checked, rule by rule

    Each conversation is checked against the frameworks you enable: IRDAI, RBI, SEBI, NPCI, PMLA, DPDP and TRAI, with a verdict per rule.

  4. A person can take the call

    A supervisor can listen live, take over and hand back. A servicing or claims desk never sells.

Where it runs

Managed cloud, a private VPC in your own cloud account, or on prem in your own cluster. Model agnostic, so it runs on the model your risk team approves.

  • SOC 2 in progress
  • ISO 27001 in progress
“A sale that breaks a rule is not a sale.”

Before the budget meeting

What your CFO will ask. Answered.

Straight answers on what a pilot measures and where each number comes from. Your stack and your data are best covered on a walkthrough. Book one.

Three things, on one flow and one slice of leads from your own book: how much more pipeline you get, what each closed customer costs, and how long a lead takes from first touch to close. The baseline is agreed with your team before the first touch, so the readout is measured against your numbers, not ours.

Start with the flow that leaks most.

Pick one flow and one slice of your leads. We agree the baseline with your team before the first touch, then read pipeline, cost per closed customer and time to acquisition off your own records and MIS.

Book a walkthroughStart your trial

Outcomes a pilot is scoped to prove on your own book, against a baseline agreed before the first touch.