AI voice agents and chatbots for insurance brokers
Quote requests need the same information every time. AI collects it, books renewals reviews and makes sure claims calls are routed straight to a person.
On the phone
- Takes quote details for motor, home and business insurance
- Routes claims and accident calls immediately to your claims team
- Books renewal review calls
- Answers questions about documents and policy changes
In chat and messages
- Collects quote details through a guided form
- Reminds customers about upcoming renewals
- Answers questions about the documents you need
- Books callbacks with a broker
What it sounds like
An example of how your AI voice agent would handle a call, using your own prices, times and rules.
Questions it answers for you
- “Can I get a quote for car insurance?”
- “I've had an accident, what do I do?”
- “When is my renewal?”
- “Can I add a named driver?”
- “Do you do business insurance?”
CallerCan I get a quote for my house insurance?
AI voice agentOf course. Can I take the Eircode, year the house was built and the rebuild value if you know it?
CallerIt's E41 K2P7, built in 2005. Not sure about the rebuild value.
AI voice agentNo problem, a broker will help with that. I'll book a call back for this afternoon at 3pm.
When a person is needed
Claims, policy advice and recommendations are always handled by a qualified broker.
More in Finance & Insurance
Accountants & Tax Advisers
Collect documents, answer deadline questions and book consultations without giving advice by accident.
Credit Unions
Answer opening hours, loan process and membership questions, and book appointments with loan officers.
Financial Advisers
Book review meetings, gather fact-find basics and keep clients informed without breaching advice rules.
Mortgage Brokers
Qualify first-time buyers and switchers, collect documents and book appointments.
Hear it before you decide
Ring Jessica, our AI receptionist, or chat with our AI assistant. Ask them anything about your business.