Playbook

Activating pre-approved loan offers before they expire

Existing customers with pre-approved offers were called to activate them, converting dormant eligibility into disbursals.

Job · Cross-sellAgent · NishaSector · Loans & NBFC
10Indian languages, plus Hinglish
4voice pipelines, Standard to Ultra Premium
₹5.5per minute, starting rate
24/7the agent answers, no shifts

The problem this solves

Pre-approved offers went unused

Customers with sitting pre-approved offers rarely acted on them, and the eligibility quietly expired.

No proactive push

Nobody called to explain the offer and walk the customer through activating it.

How the agent is set up

Call and explain the offer

Nisha called eligible customers, explained their pre-approved offer clearly, and answered questions.

Move them to activation

Interested customers were guided to documentation and disbursal.

It runs on the loans & nbfc agent you can talk to live right now, built on the same calling stack and pay-per-minute pricing as every other agent.

Try it on your own call

This is a playbook, not a customer story. There is no client name here and no result to quote, because we do not have one to publish yet. What you can do is talk to a live agent, interrupt it, and see whether it handles this job the way the page says it does. Then build your own against your script.

Start today

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