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New-quote call volume spiking during renewal periods and policy-anniversary windows
213+Winnipeg businesses served150+Manitoba realtors
Built for insurance brokers · Winnipeg + Manitoba
AI Receptionist for Insurance Brokers
Answers every call 24/7. Handles emergencies, books appointments, qualifies new leads, and texts back missed calls — without adding front-desk headcount.
What's costing insurance brokers money right now
The five problems most insurance brokers are quietly absorbing.
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Claims-intake calls routing to the wrong advisor, slowing down the response that customers remember at renewal
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After-hours auto-policy quote calls (windshield, fender-bender follow-ups) routing to voicemail
4
Existing-customer policy questions eating advisor time that should be on new-business calls
5
Realtor and lender referral leads cooling off before a callback
Conservative cost of inaction: $200–$1,500 per missed new-quote call (typical brokerage commission per new policy bound).
Calls handled
Built for the calls a insurance brokerage actually gets.
The AI receptionist isn't a generic phone tree. It's trained on the call types insurance brokers field every day, with handoff rules that match how your office actually works.
Sample script
Example: "You've reached the brokerage. I can take a new auto or home quote, intake a claim, or book a renewal review. Which is it?"
Call types handled out of the box
- New-quote intake (auto, home, life, commercial)
- Claims-intake triage and advisor routing
- Renewal scheduling and policy review booking
- Policy-change request handling
- Realtor and lender referral intake
Related reading for insurance brokers
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See it answer your insurance brokerage's calls in a 30-minute fit call.
We'll listen to a recent week of your call patterns, map the system to your front-desk workflow, and tell you exactly what we'd deploy first. No pitch deck.