Kaara
HDFC Life · POC
Confidential
Synthetic data only
v1.0 · May 2026
Customer Approach Library · BFSI Insurance

The AI Co-Pilot
for Customer Support
Executives.

A synthetic-data POC for HDFC Life. Five customer journeys, nine surfaces, five agents, all reading and writing through the Kaara Composability Layer. Built to feel production-credible in a 25-minute boardroom demo.

Launch Scenario 1 · Lakshmi
Architecture · POC
Customer surfaces
Phone / IVRApp self-serviceWhatsApp
AI First-Line Resolver
Autonomous within policy envelope
CSE Co-Pilot · 5 sub-agents
PolicyPremiumKnowledgeCRM DrafterCompliance
Kaara Composability Layer
Unified reads · governed writes · single audit trail
Mocked systems of record
PAS · CMS · CRM · Knowledge · Premium · Comms · Identity
Five user journeys

Pick a scenario.

Desktop 1440 × 900 · sound off by default
Scenario 01
● Ready
Lakshmi Iyer
58 · Chennai · Revival
HDFC Life Sampoorn Samridhi

Lapsed policy within 5-yr revival window. Resolver authenticates, gathers context, escalates to CSE for advisory medical-exam workflow.

ChannelResolverHandoffWorkbenchCRM DraftReplay
Launch scenario
Scenario 02
Next pass
Rohan Khanna
32 · Nominee · Death claim
HDFC Life Click 2 Protect Life

Sensitive claim conversation. Resolver detects intent, hands off with empathy framing. CSE follows IRDAI 30-day clock.

ChannelHandoffWorkbenchCRM DraftReplay
Scenario 03
Next pass
Priya Sharma
41 · Bangalore · ULIP switch
HDFC Life Click 2 Invest

Autonomous — Resolver completes a fund switch within its policy envelope, no CSE involvement. 47-sec resolution.

App Self-ServiceResolver LiveReplay
Scenario 04
Next pass
Arjun Reddy
47 · Payment failure
HDFC Life Click 2 Protect Life

Resolver completes the payment, escalates the e-NACH mandate refresh to CSE. Two-act handoff.

ChannelResolverHandoffWorkbenchCRM DraftReplay
Scenario 05
Next pass
Suresh Menon
54 · Surrender
HDFC Life Sanchay Plus

Retention-tier conversation. Co-Pilot surfaces advisory framing; surrender attempt transparent in audit.

ChannelHandoffWorkbenchCRM DraftReplay