Loan / Insurance Lead Qualification
Qualify and route inbound finance leads instantly, book the advisor call, and keep the CRM clean — compliantly.
Voice / SIPWhatsAppSMS < 60s to first contactLead qualification, policy renewals, payment reminders and document chasing — across voice, WhatsApp, SMS and email, in 40+ languages. No regulated advice.
Compliant, polite reminders only. Mihu gives no regulated financial advice — anything needing a licensed human is escalated to one, with full context.
10 outcomes
Qualify and route inbound finance leads instantly, book the advisor call, and keep the CRM clean — compliantly.
Voice / SIPWhatsAppSMS < 60s to first contactDrive on-time renewals and rescue lapsing policies or subscriptions with timely, compliant outreach.
Voice / SIPWhatsAppSMS +12% renewal rateRecover overdue payments with polite, compliant reminders, a secure pay link, and flexible plan options.
Voice / SIPWhatsAppSMS -9d days sales outstandingAnswer 'where's my application' 24/7 and chase missing documents so cases don't stall — without tying up staff.
Voice / SIPWhatsAppSMSEmail -30% stalled casesFill adviser diaries and cut no-shows — booking, reminders and rebooking, with no advice given.
Voice / SIPWhatsAppSMS -21% adviser no-showsChase the quotes that stall halfway — chasing documents and process questions, never advising on the product.
WhatsAppSMSVoice / SIP +18% applications completedReach every customer due a review or facing a rate change, and book them with an adviser — no advice given.
SMSWhatsAppEmail +15% reviews bookedGet new customers through KYC without the back-and-forth that loses half of them.
WhatsAppSMSEmail -44% onboarding drop-offTell customers, factually, when they become eligible for something — and book them with an adviser.
SMSWhatsAppEmail +19% adviser calls bookedReach customers whose policy lapsed while there's still a straightforward route back on cover.
Voice / SIPWhatsAppSMS +16% lapsed policies reinstatedNo outcomes match your filters.
Why teams choose Mihu