Increase customer satisfaction
Your clients reach a person straight away after a claim.
AI Communication Colleague for Insurance brokers
An AI Assistant for your insurance brokerage.
In a brokerage the AI phone assistant answers while the broker is with clients: it takes the first notice of a claim, and records a change of address, vehicle or cover. Anything that is advice becomes a warm transfer to the team or a call-back note.
Challenges and solutions
Why people call you, and how your AI assistant supports your team.
The AI assistant is configured around your business and your industry. These are the calls it will handle the most.
Client calls for a claim
Water damage, a collision, a burglary. They want to know what to do now and that it is on record.
Takes the first notice of a claim
What happened, when, where, policy or vehicle, what has been done already, then it lands on the file and with you.
Client calls for a change to a policy
A new address, another car, a different account, a child on the policy.
Records the change
Address, vehicle, bank details, cover, with a written confirmation of what was recorded and what happens next.
Prospect calls for a quote
They have an offer from somewhere else and want to know what you can do.
Books the appointment
In the broker's calendar, with the subject, so the conversation starts where the caller left off.
Insurer or garage calls about a claim
A question about a claim, a date they need confirmed, a document they are waiting for.
Takes the message for the broker
Who called, which client and which claim it is about, and what they need. It goes to the broker who handles that client.
What it brings you
How your business benefits from your AI assistant.
It takes the claim calls and the questions about a policy from your office. It makes your employees focus on what really matters. It helps you to offer service even outside your office hours. It often makes processes faster and more efficient. It brings your company into the world of AI, where it brings real value for you, your business partners, your teams, and your clients.
Improve employee morale
Your office gets its morning back, and the AI assistant answers the policy questions as they come.
Boost commercial performance
The AI assistant takes the quote request and books it with an advisor.
Streamline your operations
It records the first notice of a claim and hands anything that is advice to a broker.
Questions
What people ask about the assistant in insurance brokers.
Does it give advice about insurance?
No. It records, books and confirms. It gives no advice on cover. If a caller asks what they need, whether they are insured for something, or what to choose, it says a broker will ring back, writes the question down and books the call. Advice is regulated work and stays with the broker. The AI assistant handles the intake around it.
How does a claim call run?
The AI assistant asks what happened, when and where, which policy or vehicle it concerns, whether anyone is hurt and what has already been done. It confirms the facts back to the caller, tells them what happens next and by when, and puts the notice on the file the same minute. The caller also gets a text or an e-mail with a link to your claim form, so photographs and anything that has to be typed follow after the call. Urgent cases, such as water still running or a car that is not driveable, are flagged for immediate call-back.
Which systems does it work with?
The broker management system, the calendar and the telephony you already run, so a claim or a change lands on the client's file and not in a separate inbox. Common set-ups are connected as standard and further systems on request.
What happens to sensitive details in a claim?
Calls are processed on EU servers, the brokerage decides what is recorded and for how long, and the assistant asks only what the intake needs. A data processing agreement is part of the contract. Health details in a claim are treated as the file requires and are passed to the broker rather than handled on the call.
How do clients know they are speaking to an AI?
The AI assistant can say it is an AI at the start of every call. The brokerage writes that line in its own agent prompt. Callers can ask for a person at any point. Clients accept it because the claim is recorded at once instead of after the third attempt to reach the office.
Your AI Communication Colleague, ready for your claims line.
Get in touch with our Customer Engagement team, or sign up and get started.
Your next steps
Let the AI phone assistant call you
Enter your number. Hear what your callers hear, within two minutes. It is read back to you before anything is called, and it handles a call the way it would for your customers.
Book a demo
Thirty minutes with a customer success colleague: the dashboard, one of your real call types, and what lands on your desk afterwards.
Book a demoGet started, on the platform
Create the account, tell the assistant what your business does, and hear it answer in the browser. No card. About five minutes.
Get started