Skip to content
🛡️ Insurance Brokers

AI Receptionist for Insurance Brokers

In insurance, the broker who answers first wins the business. Your AI receptionist picks up on the first ring, qualifies the enquiry, captures quote details, and books callbacks — so you never lose a prospect to a faster competitor.

The Problem

Sound Familiar?

1

Losing the First-Ring Race

Insurance prospects call 2-3 brokers and go with whoever answers first. While you're on another call or in a meeting, your competitors are picking up and winning the business.

2

Quote Requests Falling Through the Cracks

Callers leave voicemails with quote requests, but by the time you listen and call back, they've already committed to another broker. Speed-to-response is everything in insurance.

3

Claims Calls Mixed with New Business

Your phone rings with a mix of new enquiries, existing client claims, renewal questions, and general queries. Without a receptionist to triage, high-value new business calls get lost in the noise.

4

After-Hours Opportunities Lost

Business owners research insurance in the evening after work. When they call and get voicemail, they add another broker to their list and call them in the morning. You've lost the first-mover advantage.

The Solution

How Your AI Receptionist Helps

01

Answers on the First Ring

Your AI receptionist picks up instantly, every time. No hold music, no voicemail, no missed opportunities. The caller gets immediate, professional service from the first second.

02

Qualifies the Enquiry

Determines if the caller needs business insurance, personal cover, a new policy, a renewal, or has a claim — then routes them to the right outcome based on your preferences.

03

Captures Quote Request Details

Collects all the information you need to prepare a quote: business type, coverage needed, current insurer, renewal date, and any specific concerns — saving you a follow-up call.

04

Books Callbacks at Ideal Times

Integrates with your calendar to schedule callbacks when you're available and prepared, rather than playing phone tag throughout the day.

05

Handles General Insurance Questions

Answers common questions about policy types, coverage levels, excess amounts, and the claims process so your team can focus on closing business.

06

Transfers Urgent Claims Immediately

Recognises time-sensitive situations like active claims, emergency cover needs, or lapsed policies and immediately escalates them to the right person on your team.

Sample Conversation

AI
Good afternoon, thanks for calling [Your Brokerage]. I'm the virtual assistant. How can I help you today?
Hi, I need public liability insurance for my electrical business. I've just started and my first commercial job requires it.
C
AI
Congratulations on the new business! Public liability is essential for electrical work. Can I ask — is this just for public liability, or do you also need professional indemnity or tools and equipment cover?
Mainly public liability for now, but I'd be interested in hearing about tools cover too.
C
AI
No problem, we can look at both. How many employees do you have, and what's your estimated annual turnover?
Just me at the moment, and turnover will be around $150K this year.
C
AI
Got it — sole trader electrician, $150K turnover, needing public liability and potentially tools cover. One of our brokers can put together competitive quotes for you. I can book a 15-minute call — would tomorrow morning at 9:30am or Wednesday at 2pm suit you better?
Tomorrow at 9:30 works perfectly.
C
AI
All booked! You'll receive a confirmation shortly. The broker may send a quick email beforehand with a few questions to speed things up. Anything else I can help with?
Results

Real Results for Insurance Brokers

35%More quote requests captured
<2hrsAverage response time (from 4hrs)
$8KNew monthly premiums from captured leads
15%Improvement in client retention
The Australian voice is brilliant — clients genuinely think they're speaking to a real person. We went from losing leads to competitors who answered first, to capturing 35% more quote requests. The AI qualifies the enquiry, grabs all the details we need, and books callbacks at times that suit our brokers. Our average response time dropped from 4 hours to under 2.
SL

Sarah L.

Insurance Broker, Melbourne

Integrations

Works With Your Tools

SteadfastSunrise ExchangeGoogle CalendarOutlookZapierSalesforce
Recommended Plan

Best Plan for Insurance Brokers

Growth Plan

$497/mo

ROI Example

Missed calls recovered:35/mo
Avg deal value:$2,400
Conversion rate:0.2%
Revenue recovered:$16,800
AI cost:$497
Net gain:$16,303
View All Plans
FAQ

Questions from Insurance Brokers

Ready to Capture Every Lead?

Join other insurance brokers across Australia who never miss a call. Start your 14-day free trial today.

14-day free trial. No credit card required. Cancel anytime.