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Finance & Insurance

Paperwork at the speed
of chat.

Loans and policies die in document collection and slow follow-up. Tanvik's AI qualifies applicants, collects KYC documents in-chat, and never lets a renewal or EMI slip through.

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The daily reality

Sound familiar?

Every finance & insurance business we talk to fights the same three battles.

📑Document chase, week two"PAN aa gaya, Aadhaar pending, salary slip missing" — onboarding stretches from days into weeks.

⏳Renewals slip silentlyPolicy renewals and SIP top-ups depend on someone calling at the right moment. Someone doesn't.

❌Unqualified leads waste hoursYour team discovers the CIBIL issue or income mismatch after the third call, not the first message.

Watch the AI handle it.

This is a real pattern from Tanvik-powered businesses — the AI answers instantly, qualifies, and books, while your team sleeps.

Instant replies in English, Hindi or Hinglish
Every conversation becomes a tracked lead
Automatic follow-ups until the deal closes
Human handover the moment it's needed

AI Agent · loan enquiry

Home loan ke liye kya documents chahiye?6:15 PM

🤖 AI · 1.9sNamaste! Salaried ke liye: PAN, Aadhaar, 3-month salary slips, 6-month bank statement. Aap yahin WhatsApp par bhej sakte hain ✅ Loan amount kitna chahiye?6:15 PM

40 lakh. Rate kya chalega?6:16 PM

✅ Qualified → Advisor₹40L, 20 yrs par rate 8.5% se start — EMI approx ₹34,700. Documents bhejte hi hamare advisor Ramesh aapko final quote denge 🙏6:16 PM

Built for Finance & Insurance

Your industry playbook, pre-installed.

Templates, flows and AI training designed for how finance & insurance actually sells in India.

🎯

Instant pre-qualification

Income range, employment type, requirement — the AI qualifies in the first conversation and tags accordingly.

📎

In-chat document collection

PAN, Aadhaar, statements collected as WhatsApp documents, checklist-tracked, with automatic pending-item nudges.

🔔

Renewal & EMI reminders

Date-driven flows for premiums, EMIs and SIPs — with payment links and escalation you configure.

🧮

EMI & premium answers

Tenure, rate and eligibility questions answered instantly from your product grid.

🤝

Advisor handover

Qualified + documented leads route to the right advisor with the full conversation attached.

📊

Compliance-friendly trails

Every message logged and exportable; templates pre-approved through Meta and your review.

How it works

Live this week.

Pre-built for your industry — customise, don't create.

Load products & criteria

Rates, eligibility grids and document checklists per product.

Switch on collection flows

Document checklist tracking and reminder cadences — pre-built, configurable.

Close files faster

Qualified, documented applicants reach advisors ready to convert — onboarding time drops ~60%.

FAQ

Questions, answered.

Documents travel over WhatsApp's encrypted official API and store under role-based access in Tanvik. Most lenders use it for collection alongside their KYC verification systems; your compliance team controls the workflow.

Yes — loans, insurance, cards, investments each get their own knowledge, qualification questions and document checklists.

Policy/EMI dates drive automatic reminder sequences with payment links; payments or renewals recorded stop the sequence.

Yes — teams of advisors share the inbox with assignment and per-advisor pipelines; Enterprise supports larger DSA networks.

Paperwork at the speedof chat.