Oravian · Financial services
AI voice agent for financial services
An AI voice agent for financial services answers calls and web chats for insurers, lenders, and brokers in real time, 24/7. It qualifies leads, answers routine product questions, and books appointments. Oravian runs on your own numbers, is grounded in your approved information, and gives you an analysed, encrypted record of every conversation.
In insurance, lending, and brokerage, the value is in the conversation, but the volume is punishing. Quote requests, rate and eligibility questions, document chasing, and appointment scheduling arrive all day, and a lead that isn't answered quickly often goes to whoever picks up first.
Oravian answers every enquiry the moment it lands, on the numbers you already publish. It qualifies the caller, answers the routine questions from your approved material, books the meeting, and captures the after-hours enquiries your team would otherwise lose, with an analysed, encrypted record of every call for your own quality review.
Qualifies every lead
Gathers the details that decide whether an enquiry is worth an advisor's time (coverage or loan type, amount, timeline, basic eligibility) and routes qualified leads to the right person.
Books the appointment
Turns an interested caller into a scheduled meeting with an advisor, writing it to your calendar through a secure connection set up during onboarding, while the intent is still hot.
Captures after-hours demand
Enquiries arriving evenings and weekends get a real conversation and are captured with full detail, instead of a voicemail that goes cold by Monday.
Every call on record
Encrypted transcripts, an append-only audit trail, per-organization data isolation, and role-based access, so your team's quality review has a complete, tamper-evident record.
Qualify and route leads before they cool
Response speed decides who wins a financial-services lead. Oravian answers instantly and works through your qualifying criteria in a natural conversation: the type of cover or loan, the amount, the timeline, and the basic eligibility questions that tell an advisor whether this is a real opportunity.
Qualified leads are routed to the right advisor or team with their details captured. The rest are answered and logged. Your producers spend their time on prospects worth their time, not on triaging every inbound call themselves.
Deflect routine questions from your approved information
A large share of inbound calls are questions your team answers a hundred times a week: what a policy covers, what documents an application needs, how a claim gets filed, what a repayment schedule looks like, office hours and next steps. Oravian answers these from your own approved knowledge base, so callers get consistent, on-message information rather than an improvised answer.
Because it is grounded strictly in the material you give it, it stays inside the lines you set and hands off anything that needs a licensed human to the right person.
Book appointments and never miss after-hours enquiries
Insurance and lending decisions rarely happen on the first call. They happen in the meeting. Oravian moves the caller toward that meeting, checking availability and booking the appointment into your calendar through a secure connection set up during onboarding.
And it works when your office doesn't. Evening and weekend enquiries, often when people actually have time to sort out cover or financing, reach a full conversation and are captured with the detail your team needs to follow up first thing, instead of decaying in a voicemail box.
A conversation record built for quality review
Every Oravian conversation is stored as an encrypted transcript, written to an append-only audit trail, isolated per organization, and reachable only through role-based access. That gives your compliance and QA teams a complete, tamper-evident record to review: how enquiries were handled, what was said, and where a call went.
Oravian supports your internal quality assurance and review. It is not a regulatory certification and does not make you compliant on its own, but it gives your people a far better foundation to run their own oversight on.
Conversation intelligence across your whole floor
Oravian analyses every call, its own and, because it covers your human team's calls too, the calls your agents handle get the same treatment. It scores conversation quality, surfaces the questions prospects ask most, flags at-risk accounts and missed demand, and highlights where enquiries stall or drop off.
For a financial-services team, that's a QA and coaching feed you didn't have before: consistent scoring across advisors, recurring-objection themes, and after-hours gaps, all delivered as readouts configured with you during rollout.
Frequently asked questions
What is an AI voice agent for financial services?
It's an AI assistant that answers calls and web chats for insurers, lenders, and brokers in real time, 24/7, qualifying leads, answering routine questions from your approved material, and booking appointments. Oravian runs on your own numbers and keeps an analysed, encrypted record of every conversation.
How does it qualify an insurance or loan lead?
Oravian works through your qualifying criteria in conversation (coverage or loan type, amount, timeline, and basic eligibility) then routes qualified leads to the right advisor with their details captured, while logging the rest for follow-up.
Does it make us compliant or meet a specific regulation?
No. Oravian supports your own quality assurance and review with encrypted transcripts, an append-only audit trail, per-organization isolation, and role-based access. It gives your compliance team a complete record to work from, but it is not itself a regulatory certification.
Can it book appointments with our advisors?
Yes. Oravian checks availability and books the meeting into your calendar through a secure connection set up during onboarding, turning an interested caller into a scheduled appointment while their intent is still fresh.
What about enquiries that come in after hours?
Oravian answers every call and chat the moment it arrives, including evenings and weekends, and captures the enquiry in full detail, so leads that arrive outside office hours reach a real conversation and are ready for your team to act on, not lost to voicemail.
Can it analyse calls our own agents handle?
Yes. Oravian's conversation intelligence is not limited to its own calls. It can score and analyse the calls your human advisors take as well as its own, surfacing quality scores, recurring questions, and at-risk accounts as readouts configured during rollout.
Hear it for yourself.
You're one click from a live conversation with Oravian. The actual product, answering exactly like it would for you.