AI-Powered Insurance Recommendations for Indian Banks

Transform your insurance sales process with intelligent product matching. Our AI analyzes customer profiles and insurance brochures to suggest the perfect coverage for every customer.

How PixelInsure Helps Your Bank

Our AI-powered platform transforms how banks sell insurance by analyzing customer data and matching them with the right products

1

Upload Customer Data

Import customer profiles including age, income, occupation, health status, and family details. Our system securely stores and analyzes this information.

2

AI Analyzes & Matches

Our intelligent engine processes insurance brochures, evaluates customer needs, calculates Human Life Value (HLV), and scores products based on eligibility, affordability, and coverage adequacy.

3

Get Top Recommendations

Receive ranked product suggestions with detailed reasoning, premium quotes, and coverage breakdowns. Share recommendations directly via SMS, Email, or WhatsApp.

Why Banks Choose PixelInsure

Make data-driven decisions and increase your insurance product conversion rates

Intelligent Product Matching
AI analyzes 10+ customer parameters (age, income, health, dependents, occupation) and matches them with suitable insurance products considering eligibility, affordability, and coverage needs.
Automated Brochure Processing
Upload insurance brochures (PDF/images) and our AI extracts product details including coverage amounts, premium ranges, age eligibility, policy terms, claim settlement ratios, and key features automatically.
Complete Lead Management
Track customer journey from prospect to policy holder. Monitor lead status (New → Contacted → Interested → Quote Sent → Won/Lost) with full audit trails and communication history.
HLV & Coverage Calculator
Automatically calculates Human Life Value based on income, expenses, dependents, and future goals. Recommends appropriate life coverage (10-15x annual income) and health coverage based on family size.
Multi-Channel Distribution
Send personalized recommendations to customers via SMS, Email, or WhatsApp with product comparisons, premium quotes, and direct purchase links. Track open and response rates.
Performance Analytics
Dashboard shows conversion rates by product, agent performance, revenue forecasts, and customer segmentation insights. Identify top-performing products and optimize your pitch strategy.

Smart Product Analysis & Recommendations

Our AI engine evaluates every insurance product against customer profiles using multiple criteria to ensure the best match.

Age Eligibility Matching

Ensures customers fall within product age ranges (18-65 years typical)

Premium Affordability Check

Recommends products within 5-10% of annual income for sustainability

Coverage Adequacy Analysis

Validates minimum coverage: ₹5L for health, 12x income for life insurance

Claim Settlement Scoring

Prioritizes insurers with > 90% claim settlement ratios

Risk-Based Recommendations

Adjusts suggestions based on health status, smoking habits, and occupation

Real Results

3x

Faster product recommendation process

45%

Increase in insurance conversion rates

90%

Customer satisfaction with matched products

95%+

AI-powered product matching accuracy

Smart Recommendations
AI analyzes customer profiles and suggests top 3 insurance products based on age, income, and health
Document Processing
Automatically extract product details from PDF and image brochures using advanced AI
Complete CRM
Track leads, manage customer lifecycle, and monitor conversion rates all in one place
Multi-Channel Communication
Send recommendations via SMS, Email, or WhatsApp directly to customers

Ready to Transform Your Insurance Sales?

Join leading Indian banks using AI to increase conversions and customer satisfaction

Get Started Today