AI phone assistant for insurance agencies
Evaluate an AI phone assistant for insurance quote enquiries and renewal questions. Test adviser handoffs and compare pilot outcomes with the total call cost.
A buying guide for agencies and brokers
Separate quote preparation from coverage decisions
A useful agency call helps an adviser start with a clear request rather than missing information or mistaken expectations. Focus the first pilot on preliminary enquiries for one insurance line. With your configured test assistant, assess the caller’s purpose, the response to an unfamiliar coverage question and the next step left with an authorized adviser.
Suggested pilot: a new quote enquiry
Have a caller clarify during the conversation that the enquiry concerns home cover rather than a vehicle. Test whether the preliminary discussion moves to the correct insurance line. Ask your team to assess the information needed for follow-up, and check that an unverified price is not presented as a quote.
Suggested pilot: a renewal coverage question
Have a caller discussing renewal request different coverage from the previous period. Test the distinction between general renewal steps and adviser review. Check whether the adviser can clearly identify the requested change in the next conversation; do not use an acceptance or price promise as the expected outcome.
Prepare before the pilot
- Approved preliminary questions for the insurance line in the pilot.
- General renewal steps and approved standard process information.
- Adviser ownership for coverage, exceptions and claims questions.
Measures for the buying decision
- Quote requests an adviser can assess without basic questions being repeated.
- Time between the enquiry and the first adviser conversation.
- Adviser follow-ups completed after a renewal discussion.
Where a person makes the decision
Coverage interpretation, policy choice, claims acceptance and price negotiation belong to specialists. Treat receiving an initial report and accepting its outcome as separate steps; callers should understand that distinction during the pilot.
Begin the comparison with one insurance line
Explore the sample conversations. Try a new quote enquiry and a changed coverage question with the test assistant in your account. Measure the quality of work reaching advisers in a real-call pilot. Compare total pricing per actionable quote request, alongside the adviser time still required.
The agency’s quiet losses.
“Welcome to Yıldız Insurance Agency. How can I help you?”
Quote requests an adviser can assess without basic questions being repeated.
A voice AI that handles quote requests and claims.
Handles quote requests within the selected operating scope and plan capacity.
Collects insurance type, vehicle or property preferences and the question for an adviser during the initial quote conversation.
Sends quote document, sample policy or document list over WhatsApp.
Line detection: auto, home, life, health, DASK, liability.
Takes a claim report; opens a file, routes to an appraiser or claims specialist.
Summarizes the call; quote urgency and conversion-likelihood score land on the dashboard.
A voice AI that calls before expiry and offers cross-sell.
It calls expiring policies 30/15/3 days ahead; learns renewal intent and offers an alternative quote. It suggests suitable cross-products to existing customers; grows the portfolio from within.
Scans the renewal list daily; calls 30/15/3 days before expiry.
Cross-sell: home, life, DASK to an auto owner; the portfolio grows from within.
Sends renewal quote, payment link and documents over WhatsApp.
Collects renewal intent and price questions; special quotes and negotiation remain with the agency adviser.
Win-back of former customers: re-engaging policies not renewed last year.
Summarizes the call; renewal likelihood and cross-sell opportunity land on the dashboard.
“Hello, I'm your insurance agency's digital assistant. Your auto policy expires in 15 days, so I'm calling about your renewal.”
Before you start, clarify your data workflow.
Agree on notice, access and retention requirements for the pilot with your organization; review data processing scope in the privacy and KVKK notices.
Use an industry template as a starting point and configure the information and conversation workflow for your business.
Call from your own number, hear the real conversation, fine-tune.
Connect your number or get a new one; the agent answers 24/7.
Track calls, transcripts and metrics from the dashboard and keep improving.
Frequently asked questions
Try voice AI built for your sector today.
Configure your assistant in the dashboard and test it with your own call workflow. Start with USD 5 signup trial credit and pay-as-you-go pricing.