AI Phone Agents for Insurance Brokers
Capture more leads, speed up quotes, and reduce admin with always‑on support
Transform your brokerage with AI agents that handle quote requests, policy queries, and renewal reminders 24/7. Provide fast, reliable, and professional assistance while your team focuses on advisory conversations and closing business.
Key Capabilities
- Quote requests and lead qualification
- Policy information and mid‑term adjustments (MTAs)
- Claims intake and status updates
- Renewal reminders and retention outreach
- Payment, documents, and compliance guidance
Broker‑Specific Features
Specialised capabilities designed for personal lines, commercial lines, and specialist insurance brokers.
Quote Intake and Triage
Capture risk details (cover type, sums insured, usage, claims history), check eligibility, and route qualified prospects to advisers with instant confirmations.
Policy Queries and MTAs
Handle common changes such as address, vehicle, drivers, contents limits, business activities, and endorsements, logging details to your CRM/AMS.
Claims First Notification of Loss
Collect incident details, provide next steps, share document requirements, and issue reference numbers to reduce repeat calls.
Renewals and Retention
Run proactive reminders, discuss options, and schedule call‑backs; capture intent (renew, switch, re‑market) to keep pipelines predictable.
Payments and Documents
Answer questions on premiums, instalments, missed payments, and policy documents; send secure links for ID, proofs, and statements of fact.
Multi‑Language Support
Assist customers in 40+ languages to serve diverse personal and commercial client bases.
Success Stories in Insurance
See how brokers grow revenue and cut admin with AI phone agents.
50% faster quote response
Streamlined Sales Desk
Automated intake and qualification reduce drop‑offs and speed up adviser follow‑ups.
24/7 availability
Always‑On Front Desk
Capture out‑of‑hours enquiries, claims notifications, and renewal queries any time.
30% higher renewal retention
Proactive Outreach
Timely reminders and option discussions reduce churn and improve lifetime value.
3x more efficient processing
Cleaner Workflows
Structured call notes, document prompts, and calendar sync reduce back‑and‑forth.
Ready to Transform Your Business?
Join thousands of businesses already using AI agents to improve customer
experience and never miss another opportunity.
- No setup fees
- Cancel anytime