An AI receptionist for insurance brokerages that handles intake so brokers can advise
Brokerage phones carry a mix of work. Some calls need a licensed broker's advice. Many are routine: renewal dates, document requests, office hours, and the first details of a new quote or claim.
An AI receptionist handles the routine part and the intake, and passes everything that needs advice to a licensed broker with a written summary. Your brokers spend their time advising, not collecting details.
The calls worth automating first
Quote intake
Collects the details a broker needs to start a home, auto or business quote, and books a callback.
First notice of loss
Records what happened, when and where, gives the approved next steps, and routes the claim.
Policy service questions
Renewal dates, payment options and document requests, answered from approved information or passed to staff.
Proof-of-insurance requests
Captures the request and details so staff can issue documents quickly.
Office hours and contact routing
Gets callers to the right broker or department without a phone tree.
Renewal reminders
Automated reminder calls that follow Canada's rules for automated calls, with no sales pitch attached.
How a call could go
A client calls on Saturday after a fender-bender in a parking lot.
Illustrative scenario showing how an approved workflow runs. Not a recording of a real call.
- AI receptionistThanks for calling. I'm the brokerage's automated assistant. How can I help?
- CallerSomeone backed into my car at the mall. Am I covered for this?
- AI receptionistI'm sorry that happened. Is anyone hurt?
- CallerNo, everyone's fine.
- AI receptionistGood. A broker will go over your coverage with you. I can take the details now so they have everything. When and where did it happen, and did you exchange information with the other driver?
- CallerAbout an hour ago in the Chinook Centre parkade. And yes, I got their plate and insurance info.
- AI receptionistThank you. I have today, about an hour ago, in the Chinook Centre parkade, with the other driver's details. A broker will call you Monday morning, and I'll text you the steps to take in the meantime.
What stays with your team
- Coverage advice and product recommendations
- Binding, cancelling or changing coverage
- Claim decisions and disputes
- Complaints and complex situations
Advice needs a licence
In Alberta, insurance advice is given by licensed agents and brokers. The agent collects information and answers administrative questions. It doesn't recommend coverage or say whether something is covered.
Minimal personal information
Quote and claim intake involves personal details. Collect only what the next step needs, tell callers if calls are recorded, and agree where records are stored.
Reminders vs. cross-selling
A renewal reminder is a service call. Adding an offer for another product makes it a sales call, which has stricter consent rules for automated calls.
Common questions from insurance brokerages
Can an AI receptionist tell a client whether they're covered?
No. Coverage questions go to a licensed broker. The agent gathers the details so the broker can answer quickly, and gives only your approved general next steps.
Can it take first notice of loss after hours?
Yes. It can record the details of a loss at any hour, give your approved instructions, and route the file so your team starts the next business day with everything they need.
Can it make renewal reminder calls?
Yes, as service calls that identify your brokerage and provide a callback number. Adding sales offers to those calls brings stricter consent rules, which we cover in our guide to CRTC rules.
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Map your first workflow for insurance brokerages
Bring a week of call patterns and we'll help you pick the one workflow worth automating first, including where it should hand off to your team.