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Your AI Co-pilot for the future of BFSI

Automate sales follow-ups, resolve claims faster, enhance customer support, and deliver real-time insights across banking, insurance, and NBFCs.

tata aig insurance client
oona insurance client
aviva client
Client pramerica
manipal cigna health insurance client
edelweiss life insurance client
tata aig insurance client
oona insurance client
aviva client
Client pramerica
manipal cigna health insurance client
edelweiss life insurance client

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Seamless Integration of DOT Across Systems and Stakeholders

DOT integration diagram across systems and stakeholdersDOT integration diagram across systems and stakeholders

Ready-to-Deploy Automation With DOT

Experience seamless automation with zero complexity. DOT integrates effortlessly into your workflows,instantly taking over repetitive processes with intelligent, self-driven actions.

Line illustrating the connection between DOT and its key features
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Line illustrating the connection between DOT and its key features
DOT feature for Policy Issuance
Policy Issuance
DOT feature for Session Memory
Session Memory
DOT feature for Nudges
Nudges
DOT feature for Customer Onboarding
Customer Onboarding
DOT feature for Lead Management
Lead Management
DOT feature for Premium Collection
Premium Collection
DOT feature for Premium Collection
Policy Servicing
DOT feature for Claims Management
Claims Management
DOT feature for Policy Issuance
Policy Issuance
DOT feature for Session Memory
Session Memory
DOT feature for Nudges
Nudges
DOT feature for Customer Onboarding
Customer Onboarding
DOT feature for Lead Management
Lead Management
DOT feature for Premium Collection
Premium Collection
DOT feature for Premium Collection
Policy Servicing
DOT feature for Claims Management
Claims Management
DOT feature for policy renewal/termination
Policy Renewal/Termination
DOT feature for Recruitment Management
Recruitment Management
DOT feature for Needs Assessment & Quoting
Needs Assessment & Quoting
DOT features for Retrieval Augmented Generation
Retrieval Augmented Generation
DOT feaature for Workflow Adaptation
Workflow Adaptation
DOT feature for Data analytics
Data analytics
DOT feature for messaging platforms
Messaging Platforms
DOT feature for policy renewal/termination
Policy Renewal/Termination
DOT feature for Recruitment Management
Recruitment Management
DOT feature for Needs Assessment & Quoting
Needs Assessment & Quoting
DOT features for Retrieval Augmented Generation
Retrieval Augmented Generation
DOT feaature for Workflow Adaptation
Workflow Adaptation
DOT feature for Data analytics
Data analytics
DOT feature for messaging platforms
Messaging Platforms
Book A Demo

DOT Enhances Your Revenue Functions

From sales to servicing, DOT adapts to your workflows and boosts productivity across every function. Discover how different teams in BFSI use DOT to work smarter, faster, and more efficiently.

Sales Teams

Prioritize high-intent leads, send timely follow-ups, and get real-time product suggestions to close deals faster.

Customer Support

Automate 80% of routine queries on WhatsApp or web, while escalating complex cases to human agents.

Management

Track performance by agent, region, and channel with actionable insights and predictive forecasts.

Customer Onboarding

Eliminate friction in document collection, verification, and KYC through guided, automated journeys.

Trusted by Leading Companies

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We placed our faith on iorta to deliver a bespoke lead management system for our newly launched direct marketing channel. They also extended their services to co-drive the platform's adoption by defining clear training and feedback loops.
client user profile
Shashank Chapekar
Chief Distribution Officer, Manipal Cigna Health Insurance
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FAQ’s

What exactly is DOT?

DOT is an AI co-pilot built for BFSI, offering smart automation and insights for sales, claims, support, and more.

Is it secure and compliant?

Yes. DOT is built with enterprise-grade security and complies with IRDAI, RBI, and other data privacy regulations.

How do we integrate DOT?

DOT supports plug-and-play integration with most CRMs, portals, and chat platforms.

Will DOT replace our team?

Not at all. DOT empowers your team by eliminating repetitive work, enabling them to focus on what matters.

How quickly can we deploy DOT?

With our pre-configured BFSI templates, most clients go live in 2–4 weeks.

Still have doubts?

Our experts can explain and demonstrate the power of Gen AI.

Talk to An Expert
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Unlock the Power of Context-Aware Gen AI 
For Your Business

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Indian Headquarters:
314-315, 3rd Floor, Lodha Supremus, Off Mahakali Caves Road, MIDC, Andheri (East), Mumbai, 400069
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