The AI receptionist for insurance brokers.
InsuraMate answers your phone the way a receptionist would, on your existing number, in the caller’s language, after hours and overflow first. Then it does the work that was landing on your principal, your brokers and your account handlers: standard evidence of cover issued from the policy data in your system, the service inbox sorted with every reply waiting for approval, and every call logged to the client file.
Why a general AI receptionist won’t cut it.
A horizontal AI answering service can read a script and take a message. A brokerage needs something that knows the client, the policy, and the workflow, and finishes the evidence of cover, the call note and the inbox inside your system.
It speaks insurance, not a generic script
Evidence of cover, schedules, excesses, mid-term adjustments, renewals, claim calls. A general-purpose AI receptionist treats every call the same. This one was built for a brokerage’s call mix.
It plugs into the system you already run on
It reads the client, references the policy, and logs the note in the tool your team already lives in. If your broker management system is not on our list yet, ask. Adding a system is part of onboarding.
Single-tenant, built for regulated data
Your deployment serves exactly one brokerage, with no shared data with anyone. Field-level encryption on sensitive client data, full audit log on every read and write. We never train shared models on your calls.
From the ring to a logged call, in one flow.
A client calls. It picks up.
It greets the caller in their own language and starts handling the enquiry in real time. No new phone number. It sits in front of your existing main line, after hours and overflow first if you prefer.
It finishes the enquiry.
Billing and renewal questions answered from your system, quote requests captured, claim calls detected and routed, standard evidence of cover issued from policy data. It answers from your own knowledge base and processes and writes the call note as it speaks.
The right broker gets the handoff.
One-line summary, direct link to the client’s record. They walk in already up to speed, or it takes a message and books the callback itself.
It answers like a receptionist. Then it finishes the work.
An answering service hands the request back to you. InsuraMate picks up, finds the client in your system, and finishes the enquiry, so a missed call never turns into a client ringing a competitor.
Answers every call on your existing number
No phone tree, no hold music. It picks up the moment the phone rings, in the caller’s language, with a mid-call switch across 85 languages, so a client who speaks Polish, Urdu or Welsh at home gets the same service as anyone else. You can start it on evenings, weekends and overflow and widen from there.
Knows who is calling from your system
It recognises the number, pulls the client’s record, references the right policy, and confirms the name from your broker management system or CRM before it says a word.
Issues the standard certificate
A request for a certificate or evidence of cover arrives by email or text. It matches the policy in your system, issues the standard document, sends it and logs it on the client file, in minutes, any hour. Anything non-standard stops and goes to your broker with the request attached.
Sorts the service inbox
It clears insurer marketing, newsletters and bulk mail, surfaces the client work, and drafts the routine replies. Every draft waits in your own inbox for a person to approve. Nothing sends itself.
Routes the rest to the right broker
When a call needs a person, it checks the broker’s calendar first, then hands off with a one-line summary and a deep link to the record. They pick up already up to speed.
Logs every call where you already work
A post-call summary and full transcript written back to your system automatically. The recording, when enabled, is in the portal. Nothing slips through, nothing waits on someone remembering to type it up.
About 550 hours back to the whole team last quarter at one agency.
Returned to the whole team in one quarter, across calls, emails, certificates and AMS updates.
Goodwill Financial, our first agency, put InsuraMate on its main line and its service inbox. About 1,200 calls answered and logged in their system, the inbox worked, and the standard certificates issued from policy data.
Whether you call it a brokerage or an agency.
The phones ring after hours either way, the admin piles up either way, and the good brokers want to be advising either way. We run in the US today and every system we connect to is a US one, so if you are a UK brokerage the honest answer is that your broker management system is the piece we would scope with you first. Get in touch and we will tell you what it would take. Looking for the US version? See the AI receptionist for insurance agencies.
The month-end report prices in pounds, too. It values the hours it gave back at what an account handler and a broker actually cost you per hour, not at one blended rate and not in a currency you then have to convert.
AI receptionist questions, answered.
What is an AI receptionist for insurance brokers?
An AI receptionist is software that answers your brokerage’s phone: it picks up every call, identifies the client, and routes what needs a person. InsuraMate goes further than the phone. It issues standard evidence of cover from the policy data in your system, sorts the service inbox with every reply waiting for your approval, and logs every call to the client file. It is built for insurance brokers and agencies and connects to your broker management system.
How is this different from a generic AI receptionist?
A generic AI receptionist answers the phone and takes a message. InsuraMate is built for insurance: it reads the caller’s record from your system, references the right policy, finishes the routine enquiry, and logs everything back to your broker management system and CRM. It is the difference between a message on your desk and work that is done when you open the file.
Does it work for UK insurance brokers?
We run in the US today, and every system on our integration list is a US one. Nothing in the software is US-only: it answers in the caller’s language, works across time zones, and the month-end report already prices in pounds. The open question is your broker management system, and we will not pretend we have connected one yet. If you are a UK brokerage, talk to us and we will scope it with you before you commit to anything.
How does it handle UK GDPR and client data?
Each brokerage gets a single-tenant deployment, so your client data is never shared with another customer. Sensitive fields are encrypted, every read and write to your system is audit-logged, and we never train shared models on your calls. We work with brokers on data-residency and processing requirements as part of onboarding.
Which broker software does it connect to?
InsuraMate connects to broker management systems, CRMs, and the everyday tools your team already uses for email, calendar, and telephony. If your specific platform is not live on our integration list yet, ask. Adding a system is part of onboarding, not a separate project.
How long does it take to go live?
Setup and testing usually take about two weeks once we have your access. We connect your phone system and your broker management system, you load your greeting, processes and knowledge base, and your existing lines keep working while it is tested against your own workflow. Calls go live when you approve the tests, and you choose whether certificates start as review copies to your team.
Do I need a new phone number?
No. Keep your existing main line. InsuraMate sits in front of it, so clients call the same number they always have.
See it answer a call, and how a certificate request is checked.
Thirty minutes with Aiste, our CRO. Tell us which system you run, and the quote is in writing the same day.