
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.
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.
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.
Renewal queries, policy questions and status checks tie up people who should be handling complex cases.
Every new enquiry answered and qualified, day or night, so quote shoppers do not slip to a competitor.
Collects the claim details and the information you need, then gets it into your system straight away.
Works out what the caller needs and routes anything requiring a licensed adviser to the right person.
Pushes leads and claims into your CRM or policy system with a full transcript attached.
Handles renewal reminders and follow-up calls so policies do not lapse quietly.
Hosted in Australia with data kept onshore, and the agent leaves personal advice to your licensed team.
Every call follows a path. The agent works out what the caller needs, takes the right action, and closes the loop.
Call comes in
It recognises
The agent works the call
Confirms the caller and finds the policy, or starts a new enquiry.
Works out whether it's a new quote, a claim, a renewal or a question.
Collects quote or claim information using the questions you configure.
Sends anything needing advice or sign-off to the right person with full context.
Confirm and close
Tells the caller what happens next and when to expect a follow-up.
Sends a reference number or quote summary by SMS or email.
Writes the lead or claim into your CRM or policy system.
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.
FAQ
Book a demo and we will set up an agent on the sort of enquiries insurance brokers & providers get every day.