Insurance companies, brokers, banks, consumer-finance and microfinance companies all depend on regular contact with large numbers of customers: a reminder before a policy expires, a reminder before an installment is due, follow-up on a late installment, an answer about a claim. When this runs from staff mobiles and Excel sheets, it is hard to control calling hours, hard to know what was said on each call, and hard to respect customers who asked not to be called.
Klamna puts all of this in one organised system that can be reviewed.
How Klamna serves insurance and finance teams
Renewal and installment reminders
Automatic dialer lists for overdue invoices and installments, or lists imported from your system (CSV/Excel or API) for policies about to expire and upcoming installments. Reminders go out as WhatsApp template campaigns, as SMS from your own gateway through SMS campaigns, as calls from the team, or as calls from an AI agent with the AI add-on.
Collections with clear rules
The dialer runs in preview, progressive or predictive mode with answering-machine detection. Every campaign has calling hours you set, a do-not-call list whose numbers are never dialled, and rotating caller IDs. Each attempt, its result and the wrap-up code are recorded on the customer record. Setting these rules to match what applies to your company stays in your hands.
Call recording and quality
All calls are recorded; supervisors can listen, whisper or barge in, and calls are scored with quality scorecards. With AI, scorecards are filled automatically with evidence quotes from the call and alerts on critical failures. Recordings are backed up automatically through recording backup to SFTP, S3 or Google Drive.
Customer service and claims
A call center with IVR and queues, one inbox for WhatsApp and other channels, and tickets with response deadlines and escalation in the CRM for claims and complaints.
Permissions and protection
Permissions per page, team leaders, two-factor sign-in, audit, and the option to hide the caller's number from agents.
Reports
The report builder shows campaign and call results by team, agent and period, with reports scheduled by e-mail.
An illustrative day in a collections team
In the morning this week's due installments are imported, and customers receive a WhatsApp reminder. In the afternoon the dialer calls overdue installments only within the set hours and skips any number on the do-not-call list. A customer asks not to be called again, and the agent adds the number to the list with one click. The supervisor watches the live wallboard and listens to some calls, and at the end of the day reviews quality scores and results per agent.
Organised, reviewable customer contact. Start with the free trial.