AI Agent for Cross-sell Insurance

{
  "agent_id": "ai_agent_for_cross",
  "name": "AI Agent for Cross-sell Insurance",
  "url": "https://unleashx.ai/feeds/service/ai-agent-insurance-cross-sell-existing-customers",
  "logo": "https://agentery.com/logos/CP-Q3HQWD.svg",
  "niche": "cross-sell-upsell-agent",
  "category": "sales-marketing-revops",
  "short_summary": "Cross-sells insurance products to existing customers by identifying coverage gaps, generating personalized policy recommendations, conducting multi-channel out…",
  "task_performed": "Cross-sells insurance products to existing customers by identifying coverage gaps, generating personalized policy recommendations, conducting multi-channel outreach, qualifying leads, and driving conversions autonomously",
  "inputs_accepted": [
    "Existing policyholder/CRM data including current coverage",
    "life stage",
    "claim history",
    "and demographic signals"
  ],
  "outputs_produced": [
    "Outbound calls/WhatsApp/SMS outreach",
    "instant quotes",
    "qualified/routed hot leads",
    "autonomous CRM updates",
    "reports"
  ],
  "integrations_available": [
    "CRM",
    "WhatsApp",
    "SMS",
    "Email",
    "compliance tools",
    "200+ integrations"
  ],
  "protocols_or_interfaces": [],
  "industry_fit": [
    "insurance (sales/cross-selling)",
    "banking and financial services"
  ],
  "autonomy_level": "agentic",
  "human_approval_needed": "unclear",
  "pricing_model": "unclear",
  "price": {
    "observed": true,
    "billing": "freemium",
    "source_kind": "vendor",
    "currency": "USD",
    "lowest_monthly_usd": 49,
    "monthly_usd": 49,
    "headline": "Free plan; paid from $49/mo",
    "commercial": {
      "entry_offer": {
        "line": "Basic",
        "monthly_native": 49,
        "monthly_usd": 49,
        "commitment": "monthly",
        "basis": "$49/month",
        "billing_verified": true
      },
      "rates": [
        {
          "line": "Workflow execution",
          "per": "per run",
          "text": "$0.02 per run"
        },
        {
          "line": "Voice usage",
          "per": "per min",
          "text": "$0.07 per min"
        }
      ],
      "currency": "USD",
      "lines": [
        {
          "name": "Free",
          "price": "Free",
          "kind": "free",
          "billed": "monthly"
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        {
          "name": "Basic",
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          "kind": "base_subscription",
          "billed": "monthly"
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        {
          "name": "Growth",
          "price": "$299 /mon",
          "kind": "base_subscription",
          "billed": "monthly"
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        {
          "name": "Enterprise",
          "price": "Custom",
          "kind": "custom"
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        {
          "name": "Workflow execution",
          "price": "$0.02 per run",
          "kind": "usage_rate",
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        {
          "name": "Voice usage",
          "price": "$0.071/min",
          "kind": "usage_rate",
          "unit": "min",
          "billed": "usage"
        }
      ]
    },
    "summary": "Free plan; paid from $49/mo. UnleashX offers a free-forever tier, $49/month Basic and $299/month Growth subscriptions, custom Enterprise pricing, plus separate workflow-execution and voice-usage charges.",
    "confidence": "high",
    "source_url": "https://unleashx.ai/pricing/",
    "checked_at": "2026-10-27T01:14:00.853Z",
    "amount": 49,
    "display": "From $49/mo",
    "plans": [
      {
        "name": "Free",
        "price": "Free",
        "period": "month",
        "persona": "free",
        "highlights": [
          "Free forever, no card needed",
          "$10 credits (one-time)",
          "1 Agent, 1 Chatbot, 1 Workflow, 1 Voice Agent, 1 Campaign",
          "Full platform access"
        ],
        "promo_note": null,
        "price_promo": null,
        "price_annual": null
      },
      {
        "name": "Basic",
        "price": "$49 /mon",
        "period": "month",
        "persona": "individual",
        "highlights": [
          "$51 credits every month",
          "Up to 5 Agents, Chatbots, Workflows, Voice Agents, and Campaigns",
          "Priority support"
        ],
        "promo_note": null,
        "price_promo": null,
        "price_annual": null
      },
      {
        "name": "Growth",
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        "persona": "team_sme",
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          "Unlimited Agents, Chatbots, Workflows, Voice Agents, and Campaigns",
          "Dedicated support and setup assistance"
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        "promo_note": null,
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      {
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        "price": "Custom",
        "period": null,
        "persona": "enterprise",
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          "Customisable workflows",
          "Dedicated enterprise support"
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        "promo_note": null,
        "price_promo": null,
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      },
      {
        "name": "Workflow execution",
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        "usage": true,
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        "highlights": [
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        ],
        "promo_note": null,
        "price_promo": null,
        "price_annual": null
      },
      {
        "name": "Voice usage",
        "price": "$0.071/min",
        "usage": true,
        "period": "usage",
        "persona": "individual",
        "highlights": [
          "Configured calculator estimate",
          "Platform Fee: $0.020/min",
          "LLM: $0.018/min",
          "TTS: $0.019/min",
          "STT: $0.0058/min",
          "Telephony Provider: $0.0080/min",
          "Add-ons: $0.00/min",
          "Usage estimate, not a plan quote"
        ],
        "promo_note": null,
        "price_promo": null,
        "price_annual": null
      }
    ],
    "source": "render+llm"
  },
  "trust_or_rating_signal": [
    "customer testimonials (Ajit Kadian, Nitin Kalra)",
    "IRDAI compliance claim",
    "GDPR compliance claim",
    "2.5x conversions claim",
    "99% uptime claim",
    "98% human-like accuracy claim"
  ],
  "evidence_quality": "medium",
  "entity_type": "agent",
  "regulated_data_suitability": "possibly suitable (GDPR stated; IRDAI compliance stated)",
  "evidence_urls": [
    "https://unleashx.ai/feeds/service/ai-agent-insurance-cross-sell-existing-customers"
  ],
  "last_checked": "2026-10-27",
  "profile_checked": "2026-06-16",
  "price_checked": "2026-10-27",
  "how_to_connect": {
    "website": "https://unleashx.ai/feeds/service/ai-agent-insurance-cross-sell-existing-customers",
    "docs": null,
    "mcp": null,
    "a2a": null,
    "api": null,
    "protocols": [],
    "install": null,
    "repository": null
  },
  "deployment": {
    "model": "unknown",
    "both_offered": false,
    "hosted_endpoint": null,
    "install": null,
    "note": "No deployment evidence held — Agentery has no endpoint, install instruction or directory attribute for this listing.",
    "evidence": null
  },
  "licence": {
    "name": null,
    "note": "No named licence found in the retained page text or source attributes. A public repository alone does not establish an open-source licence.",
    "evidence": null
  },
  "evidence_checks": {
    "price": {
      "source_url": "https://unleashx.ai/pricing/",
      "last_observed_day": "2026-10-27",
      "age_days": 0,
      "verified_day": null,
      "note": "from the listing's current price record; no separate page-text verification is held"
    },
    "agent_card": {
      "status": "unknown",
      "note": "no Agent Card URL recorded for this listing"
    },
    "endpoint": {
      "status": "unknown",
      "note": "endpoint not yet checked"
    }
  },
  "product_group": {
    "group_id": 135,
    "group": "Insurance operations automation",
    "change_90d_pct": 0,
    "fair_price_by_tier_monthly_usd": {
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      "pro": 99,
      "team / small business": 299,
      "enterprise": 2625
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    "note": "Change of the group's price index over the last 90 days. Call get_group_fair_price with group_id for tier and payment-model detail.",
    "page": "https://agentery.com/aepi/groups/135"
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  "liveness": {
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    "alive": true,
    "endpoint_kind": "site",
    "latency_ms": 1539,
    "uptime_7d": 1,
    "checked_at": "2026-10-27T02:31:03.971Z",
    "consecutive_failures": 0,
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  "price_extras": {
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      "amount": 10,
      "unit": "credits",
      "per": "total",
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      "plan": "Free"
    },
    "unit_cost": {
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      "unit": "runs",
      "usdPer1k": 20,
      "raw": "$0.02 per run",
      "plan": "Workflow execution"
    }
  },
  "reported_success": null,
  "feedback": "If you actually use this provider, call report_outcome with the result. Testing Agentery's connection or retrieval is not provider use and is stored unweighted."
}