Visit. Compare. Close.

The whole product guide, on every agent’s phone.

Field agents meet customers in villages, homes and markets where the signal is weak or gone. RageEdge puts an assistant trained on your product guides, policy wordings and circulars on their phones, so they can answer on the spot and keep customer data on the device.

See it work

A family of five. One bar of signal.

An agent compares cover options during a home visit, with no connection.

  1. Ask during the visitThe agent asks the question the family just asked.
  2. Compare on the spotCover levels and premiums from your own product guide.
  3. Check the documentsThe documents needed for this plan, before leaving the house.
  4. Sync laterVisit notes wait on the phone and send when there’s signal.

Use cases

What teams in banking and insurance ask it.

14 use cases, grouped by where the work happens. Each one has its own page.

Field agents5 use cases

01Product assistant for field agents

PhoneTablet

Agents compare products, eligibility and premiums during the visit, with no signal needed.

“Can a 62-year-old join the family plan?”

Yes, up to 65 at entry. A health declaration is needed for members above 55.

Example answer

02Claims surveyor checklist

Phone

Surveyors at a farm or accident site check what to photograph and record before they leave.

“What photos do I need for a crop damage claim?”

All four corners of the field, close-ups of damaged plants and one photo with the survey marker, per the claims guide.

Example answer

03Collections visits

Phone

Collection agents check the customer’s options and the approved wording before the visit.

“Can I offer a payment holiday on this loan?”

Not for this product. You can offer to split the overdue amount over three months, with a supervisor’s approval.

Example answer

04Training for new agents

Phone

New agents ask the questions they’d hesitate to ask a manager.

“How do I explain the waiting period?”

Say that some conditions are covered only after a set time, and show the list on page 6 of the brochure.

Example answer

05Visit notes that sync later

Phone

With tools connected, agents log a visit offline; it sends when back online.

“Log today’s visit with the Desai family.”

Saved on the device. It will sync to the CRM when you’re back online.

Example answer

Rural and correspondent banking4 use cases

06Banking correspondents in Hindi

PhoneHindi

Correspondents in villages ask in Hindi, or any language you train it on, and answer customers on the spot.

“इस खाते में कम से कम कितनी राशि रखनी होगी?”

What minimum balance does this account need?

इस खाते में कोई न्यूनतम राशि ज़रूरी नहीं है।

This account has no minimum balance.

Example answer, in Hindi

07Rural banking in Marathi

KioskTabletMarathi

Customers ask in their own language at a branch tablet or kiosk.

“माझ्या खात्यात किती शिल्लक आहे?”

How much balance is in my account?

ओळख निश्चित केल्यानंतर, सिंक केलेल्या माहितीवरून तुमची शिल्लक दाखवली जाईल.

Answers in Marathi from the synced balance, after the customer confirms their identity.

Example answer, in Marathi

08Loan officer checklists

Tablet

Officers check eligibility and paperwork at the customer’s shop or farm.

“Documents for a crop loan up to ₹3 lakh?”

Land records, ID and address proof, and a sowing certificate from the local office.

Example answer

09KYC help that keeps data on the device

Tablet

Staff check which documents are acceptable, without sending customer details anywhere.

“Is a utility bill from four months ago fine as address proof?”

No. Under your current policy, section 3.2, address proof must be from the last two months.

Example answer

Branches and service desks5 use cases

10Branch staff helpdesk

Desktop

Staff ask about procedures and circulars on branch desktops instead of waiting on a central team.

“New KYC rule for joint accounts?”

From this month, each joint holder completes KYC separately. Circular 14 has the checklist.

Example answer

11Teller procedures

Desktop

Tellers check the steps for unusual transactions while the customer waits.

“Steps for a cash deposit above the daily limit?”

Collect the declaration form, check ID, and get the branch manager’s approval in the system before you accept it.

Example answer

12Claims assistant

DesktopPhone

Step-by-step guidance on documents and rules for each claim type, from your latest policy wording.

“What’s needed for a cashless hospital claim?”

The policy card, photo ID and the hospital’s pre-authorisation form, sent before admission where possible.

Example answer

13Loan eligibility explainer

TabletDesktop

Staff explain eligibility rules and documents in plain words.

“Can a self-employed tailor get this loan?”

Yes, with 12 months of bank statements and a business proof listed in the policy.

Example answer

14Lobby kiosk in the customer’s language

KioskTabletSpanish

Customers ask about services while they wait, in the languages you train it on.

“¿Qué documentos necesito para abrir una cuenta?”

What documents do I need to open an account?

Un documento de identidad y un comprobante de domicilio reciente.

An ID document and a recent proof of address.

Example answer, in Spanish
Why on-device

Why on-device matters here.

  • Rural visits, weak signal

    Agents answer in homes and villages with one bar or none.

  • Customer data stays put

    Questions about a family’s health or money stay on the agent’s phone.

  • Always the latest wording

    New circulars and premiums reach every phone over the air.

Devices it runs on

  • Agent phones
  • Branch tablets
  • Branch desktops
The loop

Every fix reaches every device.

The same three steps run behind every RageEdge assistant, whatever the industry.

  1. Train on your data

    Manuals, catalogues, SOPs, tickets and images, trained on your premises, in your cloud or in ours.

    How training works
  2. Deliver over the air

    Signed, staged updates reach every device on the schedule you set, with one-click rollback.

    Update controls
  3. Report and improve

    A wrong answer is one tap away from the right team. They fix the data, and the next version fixes it everywhere.

    See the full loop
FAQ

Questions from banking and insurance teams.

Put AI where your work happens.

Pick one team and one use case. We’ll have it running on your own devices in weeks.

Not sure if RageEdge AI is what you need?

Ask ChatGPT, Claude or Perplexity and see what they think. One click, instant insight.