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Insurance

Capture every lead.
Lodge every claim.

Insurance runs on responsiveness. A prospect comparing quotes rings whoever picks up, and a customer who has just had an accident needs to lodge a claim now, not on Monday. An AI voice agent answers every call, captures and qualifies new leads, lodges claims, and routes anything that needs a licensed adviser straight to your team.

The problem

What it costs to miss the call.

Leads go to whoever answers first

Quote shoppers ring several providers and go with the one that picks up, so an after-hours or busy-signal call is a lost policy.

Claims cannot wait for business hours

A customer who has just had an incident wants to lodge a claim straight away, and a voicemail is a poor first experience at a stressful moment.

Staff buried in routine calls

Renewal queries, policy questions and status checks tie up people who should be handling complex cases.

How an AI agent helps

Built for insurance brokers & providers.

24/7 lead capture

Every new enquiry answered and qualified, day or night, so quote shoppers do not slip to a competitor.

Lodge claims fast

Collects the claim details and the information you need, then gets it into your system straight away.

Qualify and route

Works out what the caller needs and routes anything requiring a licensed adviser to the right person.

Into your CRM

Pushes leads and claims into your CRM or policy system with a full transcript attached.

Renewals and follow-ups

Handles renewal reminders and follow-up calls so policies do not lapse quietly.

Onshore, advice left to you

Hosted in Australia with data kept onshore, and the agent leaves personal advice to your licensed team.

Workflow automation

What the agent does behind the scenes.

Every call follows a path. The agent works out what the caller needs, takes the right action, and closes the loop.

Call comes in

Incoming insurance call

It recognises

New quoteLodge a claimClaim statusRenewalPolicy questionSpeak to an adviser

The agent works the call

Identify the caller

Confirms the caller and finds the policy, or starts a new enquiry.

Understand the request

Works out whether it's a new quote, a claim, a renewal or a question.

Capture the details

Collects quote or claim information using the questions you configure.

Route to a licensed adviser

Sends anything needing advice or sign-off to the right person with full context.

Confirm and close

Confirm next steps

Tells the caller what happens next and when to expect a follow-up.

Send confirmation

Sends a reference number or quote summary by SMS or email.

Update your systems

Writes the lead or claim into your CRM or policy system.

See it in action

Hear how a call plays out.

Here is how the agent handles a typical call for insurance brokers & providers: it understands what the caller needs, gets it done, and confirms the details before the call ends.

This is an illustration of a conversation, not a recording. Press replay to watch it again.

Call in progress

FAQ

Frequently asked questions

See it answer your kind of calls.

Book a demo and we will set up an agent on the sort of enquiries insurance brokers & providers get every day.