AI support desk for insurance brokers and brokerage firms
A brokerage firm’s calls are massively repetitive: send a certificate, where is my claim, change a vehicle on the policy. The agent handles the recurring by reading your management tool, and passes to handlers what genuinely requires advice.
In your day-to-day
- 01
Immediate sending of insurance certificates and policy documents at the policyholder’s request, on the right policy.
- 02
Claim progress updates — survey in progress, documents awaited, insurer’s position — without a handler picking up.
- 03
Endorsement requests (vehicle, address or beneficiary change): pre-qualified file with documents collected, handed to the handler.
How it works
- 1
The agent learns your business
It is fed your real sources: FAQ, documentation, ticket history, business rules. It only answers what it can source — no improvising.
- 2
Autonomous resolution, fenced
Recurring requests — tracking, invoices, procedures — are resolved end to end. Anything outside the fence goes to the human queue with a sourced draft reply already written.
- 3
Supervision and continuous improvement
Every conversation is reviewed by our engineers in the first weeks. The autonomous-resolution rate rises as the agent earns reliability — never the other way round.
Typical results
60%
of tickets resolved with no human involved, observed in production
3 min
first response, 24/7
×3
handling capacity for the same team
Orders of magnitude observed in production; your diagnostic sets your own baseline and targets.
Frequently asked questions
Could the agent take a position on cover without a mandate?+
No: saying whether a claim is covered engages the duty to advise, so the agent never risks it. It quotes the policy documents, gives the factual state of the file, and hands any question of cover interpretation to the handler.
Can it file a claim on the policyholder’s behalf?+
It can do better: collect the complete declaration — circumstances, date, photos, third parties involved — check nothing is missing, and lodge it in your management tool for transmission to the insurer. The handler validates instead of retyping.
What if the agent does not know the answer?+
It says so and hands over: the ticket goes to the human queue with a sourced draft and the full conversation context. A reliable agent is one that knows its limits — that is a design rule, not an option.
Which channels can the agent answer on?+
Email, website chat, WhatsApp, or your existing ticketing tool (Zendesk, Freshdesk, shared inbox…). It works where your clients already write.
Is this the problem eating your team’s time?
Tell us how you work today — 30-minute call, then a free written diagnostic of what this agent would change for you, with numbers.
Get my free diagnostic