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",
    "currency": "USD",
    "lowest_monthly_usd": 49,
    "monthly_usd": 49,
    "headline": "Free tier, then from $49/mo",
    "summary": "Free tier, then from $49/mo. UnleashX offers a permanent free tier, $49/month Basic and $299/month Growth subscriptions, custom Enterprise pricing, and a separate $0.02-per-workflow-run usage charge.",
    "confidence": "high",
    "source_url": "https://unleashx.ai/pricing",
    "checked_at": "2026-07-28T04:45:16.145Z",
    "amount": 49,
    "display": "From $49/mo",
    "plans": [
      {
        "name": "Free",
        "price": "Free",
        "period": null,
        "persona": "free",
        "highlights": [
          "$10 credits one-time",
          "1 agent, chatbot, workflow, voice agent, and campaign",
          "Full platform access",
          "Free forever with no card required"
        ]
      },
      {
        "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"
        ]
      },
      {
        "name": "Growth",
        "price": "$299 /mon",
        "period": "month",
        "persona": "team_sme",
        "highlights": [
          "$310 credits every month",
          "Unlimited agents, chatbots, workflows, voice agents, and campaigns",
          "Dedicated support"
        ]
      },
      {
        "name": "Enterprise",
        "price": "Custom",
        "period": null,
        "persona": "enterprise",
        "highlights": [
          "Customized pricing",
          "Customizable workflows",
          "Dedicated enterprise support"
        ]
      },
      {
        "name": "Workflow executions",
        "price": "$0.02 per run",
        "usage": true,
        "period": "usage",
        "persona": "individual",
        "highlights": [
          "Charged separately when agents are deployed into workflows"
        ]
      }
    ],
    "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": "2026-06-16",
  "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": []
  },
  "liveness": {
    "probed": true,
    "alive": true,
    "endpoint_kind": "site",
    "latency_ms": 726,
    "uptime_7d": 1,
    "checked_at": "2026-07-28T02:30:48.447Z",
    "consecutive_failures": 0,
    "status": "alive"
  },
  "price_extras": {
    "free_tier": {
      "amount": 10,
      "unit": "credits",
      "per": "total",
      "raw": "10 credits",
      "plan": "Free"
    },
    "unit_cost": {
      "usdPerUnit": 0.02,
      "unit": "runs",
      "usdPer1k": 20,
      "raw": "$0.02 per run",
      "plan": "Workflow executions"
    }
  },
  "reported_success": null,
  "feedback": "If you use this listing, call report_outcome afterwards — it sharpens rankings for everyone including you."
}