Erzy has been awarded the Malaysia Digital status by MDEC.
Your Client Meeting Runs Long. Your Hottest Lead Goes Cold.
Financial advisors miss 35% of prospect calls during client meetings. ErzyCall captures every lead, qualifies their needs, and schedules consultations — so no opportunity is wasted.
The Problem
Why Financial Firms Lose Prospects
Leads Go Cold Fast
A prospect calling about insurance or loans expects an immediate response. If you don't answer within 5 minutes, they call the next agent.
Meeting-Heavy Schedules
You're in back-to-back client meetings. Your phone has 8 missed calls by 5pm — half are new prospects.
Compliance & Documentation
Every client interaction needs proper documentation. Manual note-taking is slow and error-prone.
How ErzyCall Solves It
How ErzyCall Helps Financial Professionals
Lead Capture & Qualification
AI captures prospect details and qualifies their financial needs before scheduling.
"I'd be happy to help. Are you looking for life insurance, medical card, or investment planning? And what's your approximate monthly budget?"
Consultation Scheduling
AI books meetings based on your calendar and the type of financial service needed.
"Mr. Ahmad can meet this Thursday at 4pm to discuss your investment options. He specializes in unit trusts and retirement planning."
Policy Renewal Reminders
Automated calls when policies are up for renewal with options to schedule review meetings.
"Your car insurance policy expires on March 15. Would you like to schedule a renewal review with your advisor?"
Document Follow-Up
AI follows up on pending documents, signatures, and payments.
"Hi, we're still waiting for your signed proposal form and IC copy. Can you bring them to our Friday meeting?"
How Much Commission Are You Losing?
Calculate the impact of missed prospect calls.
What Business Owners Say
For Finance & Insurance
“I was missing 4-5 prospect calls weekly during client meetings. Since ErzyCall, every call is captured and qualified. My MDRT qualification came 3 months early this year.”
“Policy renewal reminders alone saved me RM50,000 in lapsed commissions last year. The ROI is insane for what I pay monthly.”
Frequently Asked Questions
For Finance & Insurance
All data is encrypted and access-controlled. We comply with BNM guidelines and PDPA. No financial details are stored — only contact info and appointment notes.
AI provides basic product information and benefits. For detailed comparisons and recommendations, it schedules a consultation with you.
AI qualifies leads based on your criteria — budget, urgency, product type. Hot leads (high budget, immediate need) get priority notifications to your phone.
Yes — insurance, takaful, unit trusts, loans, credit cards. Configure your product range and AI handles inquiries for all of them.
Yes. Route calls to specific agents based on territory, product specialization, or lead distribution rules.
Never Miss a Prospect Call Again
Join financial advisors across Malaysia using AI to grow their book.