Turn every insurance enquiry into the next right step.
Prospects want answers before they are ready to speak to a broker. The bot captures quote details, handles approved policy questions, starts renewal conversations and routes claims to the right team — without making coverage decisions or giving regulated advice.
Six channels, one broker inbox.
Clients ask questions when it suits them — on a website, by phone or in a message. The insurance brokers chatbot responds consistently, captures the context and gives your team a clear next action.
Web chat
Captures the enquiry on your home, motor or commercial pages, then collects the details your broker needs to review it.
Voice
Answers routine calls, records the caller's reason for contact and routes urgent claims or adviser requests to the right person.
Lets clients share renewal questions, documents or claim context in a familiar channel before a broker follows up.
SMS
Follows up an unanswered call or reminds a client to complete missing quote details and book a review.
Instagram DM
Turns social enquiries into a structured first conversation, with a clear hand-off when advice or a quotation is needed.
Messenger
Handles questions from your Facebook audience, captures contact details and routes the conversation into your team workflow.
From first question to broker hand-off.
A practical insurance chatbot workflow for intake, service and follow-up — grounded in your approved content and built to keep people in control of advice and decisions.
Quote enquiry capture
Collects the cover type, renewal date, contact details and relevant risk information so a broker receives a usable brief.
Quote-ready qualification
Checks which required details are still missing, explains the next step and flags cases that need a broker review or integration.
Renewal conversation prompts
Starts outreach before renewal, confirms whether circumstances have changed and books a review with the right broker.
Approved policy FAQ
Answers questions about your products, documents, payment process and service hours using content your team has approved.
Claims routing
Identifies a new claim or claim update, captures the essential context and routes it to the correct claims contact or insurer process.
Document and detail requests
Reminds clients about missing information and directs them to your approved secure channel for document submission.
Broker appointment booking
Offers suitable review slots, confirms the purpose of the call and sends the broker a concise pre-meeting summary.
Mid-term service requests
Separates address, vehicle, contact and certificate requests from advice needs, then sends each to the right queue.
Unfinished enquiry follow-up
Follows up when a prospect leaves a quote intake part-way through and gives your team visibility of conversations needing attention.
Your team gets clearer conversations and more time for advice.
The bot takes care of repeatable first-line work while brokers retain control of recommendations, coverage decisions and client relationships.
Relevant work across industries.
Engagements with named clients across adjacent industries. Tap any card for the full story.
We build the intake engine. You stay focused on the client.
We map your quote, renewal, policy-question and claims workflows, then build conversation flows around your approved content and escalation rules. Your team keeps control of advice and coverage decisions while the bot handles the repeatable steps before hand-off.
- ✓ Quote intake flow built around your product lines and required details
- ✓ Approved-content policy FAQ with clear escalation to a broker
- ✓ Renewal prompts and review booking sequences
- ✓ Claims triage and routing rules with human hand-off
- ✓ CRM, inbox or calendar integration where supported
Give every insurance enquiry a clear next step.
Capture the detail, answer what you can from approved content and route the rest to your team. Start with a paid first month at $19.99; plans from $29/mo.