No application stalls over one missing signature
Repio AI calls back inside a minute, chases exactly the document that is missing, and reminds customers before a payment is due. Every call is recorded and transcribed.
From enquiry to callback
Recording, transcript and outcome on every call
Anything that is product advice reaches a specialist
I’d like to look at health cover for a family of four.
Noted. So a specialist can walk you through the right benefits, may I book a 15-minute call? Would 4pm tomorrow suit you?
Repio AI replied in 2sWhere is the revenue leaking?
Financial leads cool fastest
Someone shopping for a loan or a policy fills in four or five forms at once. Calling back in two hours is already late.
An application stuck on one document
The customer wants to sign, one copy is missing. Chasing it is repetitive work, and it stretches your whole team’s sales cycle.
Policies lapse for want of a reminder
Renewal revenue is the easiest to keep and the easiest to forget. One timely call is usually all it takes.
From first contact to coming back
Workflows are clearly divided between AI Chat and AI Voice, working in sync on a single customer record.
Answer financial enquiries over chat and qualify preliminary needs 24/7
The AI explains the products at a general level from your approved material, asks the basic questions, and books time with a specialist.
Call back in under a minute, capture voice consent, and book specialist consultations
The AI names the company, says it is a virtual assistant, and asks permission to continue. Then two or three qualifying questions and a booking.
Remind clients of missing documents based on exact application status
The system knows which step the file is stuck on. The AI calls or messages with the specifics: which copy, how to send it, by when.
Welcome new clients and confirm key contract milestones and benefits
Confirms the documents arrived and walks through the key dates. Questions about specific entitlements go straight to a specialist.
Call with renewal and fee payment reminders before policies lapse
A payment reminder is a service call on an existing relationship. For a call introducing a new product, the AI asks permission first.
Answer financial enquiries over chat and qualify preliminary needs 24/7
The AI explains the products at a general level from your approved material, asks the basic questions, and books time with a specialist.
Remind clients of missing documents based on exact application status
The system knows which step the file is stuck on. The AI calls or messages with the specifics: which copy, how to send it, by when.
Call with renewal and fee payment reminders before policies lapse
A payment reminder is a service call on an existing relationship. For a call introducing a new product, the AI asks permission first.
Call back in under a minute, capture voice consent, and book specialist consultations
The AI names the company, says it is a virtual assistant, and asks permission to continue. Then two or three qualifying questions and a booking.
Welcome new clients and confirm key contract milestones and benefits
Confirms the documents arrived and walks through the key dates. Questions about specific entitlements go straight to a specialist.
It plugs into what you run, instead of replacing it
The AI reads your real data so its answers are right, and writes outcomes back, so your team keeps working where they already work. Your hotline number stays the same.
WhatsApp & Messenger
Documents, confirmations and reminders
Adviser calendars
Consultations booked inside the call
One AI across chat and calls. Ingests leads instantly, queries live inventory, and works from a single customer record.
Contact clients via official channels
Recording, transcript and consent capture for every contact
Sync outcomes directly into your CRM
Application status, missing documents and payment schedule
Don't have a customer management system yet? Repio provides a built-in mini CRM for you: all customer records, appointments, and conversation history live neatly inside Repio.
Is running an AI voice agent expensive?
Not at all. Rather than an added expense, the return from just one closed deal or successful client easily covers your entire AI operating cost for the year — before even counting saved labour.
Common questions
Does the AI give financial advice?
No. The AI gives general information from approved material, qualifies the need, and books time. Recommending a specific product always belongs to a specialist.
Are calls recorded, with consent captured?
Yes. The AI states up front that this is a virtual assistant and that the call is recorded. Every call leaves a recording, a transcript and an outcome.
Which lists can we call?
Lists with a clear source of consent, plus existing customers for service calls such as payment or document reminders.
Where is customer data processed?
We answer that in writing during evaluation: where data flows, how long it is kept, and who can access it. For financial services, before signature.
Other industries
Dental clinics
Answer after hours, fill empty chairs, cut no-shows.
Aesthetics & spa
Reply while interest is hot, and keep clients through the whole course.
Education centres
Book trial classes, recover no-shows, hold your re-enrolment rate.
Real estate
Call back first, protect viewings, wake up an old database.
See it run on your own data
We build the AI around your own services, prices and hours, then call your phone so you can judge it yourself.
