All industries
FOR INSURANCE BROKERS & AGENCIES
Claims answered with calm, at any hour.
Your AI assistant takes first notification of loss with empathy and precision, answers policy questions from your product library, and runs renewal campaigns that keep your book intact.
The brokerage reality
Event-day call floods
One hailstorm brings hundreds of distressed claim calls in hours — the exact moment service defines your brand.
Brokers stuck on admin calls
Certificates of currency, payment queries and policy lookups devour hours meant for advising and writing.
Silent renewal churn
Clients hit by price rises quietly don't renew — nobody called them before the lapse.
Slow FNOL, slow claims
Incomplete first notifications mean claims bounce and clients rage.
EXAMPLE CONVERSATION
Storm damage at dawn. FNOL captured with care.
The agent takes the first notification calmly and completely — policy verified, damage detailed, photos requested, make-safe advice given, claim reference issued on the spot.
1Answers claim calls 24/7 — surges included
2Verifies policy and cover basics
3Captures complete FNOL detail first time
4Requests photos, gives approved make-safe advice
5Issues claim reference, sets expectations
BENEFITS
What changes for your brokerage
Event surges become service wins
Every catastrophe call answered instantly — the moment clients decide if you're worth their premium.
FNOL complete first time
Structured intake means claims move instead of bouncing.
Renewals defended
Price-rise clients get a call and a re-market offer before they lapse silently.
Admin requests off brokers' desks
Certificates, payment queries and policy lookups handled end-to-end.
Advice stays with the humans
The agent informs from your PDS summaries; recommendations remain your brokers'.
AUTOMATIONS & INTEGRATIONS
Wired into your brokerage stack
Claim call → FNOL lodged, reference issued, photos requested
Renewal 30 days out → proactive call, re-market if needed
Certificate request → generated and emailed in minutes
Claim milestone → client updated automatically
INSIGHTWinBEATSteadfast platformsMicrosoft 365TwilioDocuSignXero
CASE STUDY · MERIDIAN INSURANCE BROKERS, NORWEST SYDNEY
“During the January storms we lodged 340 claims in three days with zero hold time. Clients still bring it up — it won us more referrals than any campaign we've run.”
Meg Whitford · Principal broker
340
claims lodged in 3 days
0 min
hold time during CAT event
+11%
renewal retention
Insurance questions, answered
Be brilliant on the worst day of your client's year.
Book a demo — hear a storm claim lodged with empathy and precision. Plans from $199/month.