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Finance & Insurance

Add-on · ₹999/mo per channel

Policy answers, real dues, renewal requests — compliant and precise.

It answers policy and loan questions strictly from your knowledge base, quotes real outstanding amounts from your ledger, shares payment details for EMIs and renewals, and files renewal requests for your team.

What it does — for real

Every capability below is a live action in your Janiva workspace, not a scripted reply.

Answers from YOUR knowledge

Grounded on your uploaded docs and FAQs — it answers from your business's truth, never guesses.

Quotes real balances

"What do I owe?" answered from your live ledger, to the rupee.

Sends statements

A clean account statement in chat, on request.

Shares payment details

Sends your payment info the moment a customer is ready to pay.

Escalates to your team

Anything it can't finish becomes an assigned task — nothing slips into a void.

Recognises returning customers

Looks the customer up in your CRM so nobody is asked the same question twice.

Captures every lead

New contacts land in your CRM automatically — name, number, and what they wanted.

Human handoff, always

The moment it's out of depth — or the customer asks — it hands the chat to your team with full context.

How it works

1

Activate your industry's agent

It already speaks your business — no prompt writing, no flow building.

2

Feed it your details

Upload your menu, catalogue, policies or property list to the knowledge base — that becomes its truth.

3

It runs the front desk

Enquiries answered, visits booked, leads captured — 24×7, in your customer's language.

Built for

Insurance advisorsNBFCs & DSAsLoan agentsWealth managers

More built for your industry

Ready to hand off the back-office?

See Janiva run on your own numbers and companies. Book a 20-minute demo.