Voice agents for insurance
AI voice agents for insurance brokers
A custom AI voice agent answers your after-hours calls and captures the details of a first notification of loss, with notes for your team.
Claim notification written
- Call type
- After-hours claim
- What happened
- Escape of water, kitchen
- Policy ref
- HH 20817
- Urgent
- No, next working day
Record and notes sent to your claims team
AI receptionist use cases for brokers
After-hours claim notifications
Who is calling, what happened and when, ready for first thing.
Policy change and certificate requests
In a set format for your team to action.
Messages for your brokers
Details and reason, so the right broker can call back.
Urgent calls handed over
An emergency caller is set to be told to call 000 or 999 first.
What stays with your brokers
The agent is built not to quote, recommend cover, explain a policy or decide a claim. Distressed or vulnerable callers are set to go to a person, by your definition.
Controls and testing
It is built around your systems, data and processes, and to write claims into your broker software where it allows.
Wording you approve
Set to say it is an AI and keep to your scripts.
Built to reduce hallucination
A narrow job and a hand-over rule for calls outside your scripts.
Tested on your own call types
Including a stressed claimant.
Call analysis
We review handed-over calls and change the agent when they show a gap.
Questions
What can an AI phone agent do for a broker, and what won't it do?
It answers calls, captures the caller's details, logs them in your systems, with notes for your team. It is built not to give advice, quote, explain cover or decide a claim.
What happens with an after-hours claim or an emergency?
The agent captures the first notification of loss and writes the claim record. If the caller describes an emergency, it is set to tell them to call emergency services first and to alert your on-call contact.
Can it make up an answer about cover?
Any AI can. The agent is built not to discuss cover and has a hand-over rule for calls outside your scripts.
How is this different from a ready-made answering service?
A ready-made product has a fixed way of working. A custom build follows your process, writes claim notifications into your broker management system where it allows and hands over by your rules.
How are calls recorded and disclosed in Australia and the UK?
The agent tells callers it is an AI assistant, and calls are recorded and logged where you choose. The rules differ between Australia and the UK, so we list the questions to take to your adviser. This is not legal or regulatory advice.
Tell us which calls to start with
Tell us about the process you want to improve and we'll say whether we can help.