The AI receptionist for insurance brokers.
InsuraMate AI answers every call for insurance brokers and independent agencies — in 85 languages, around the clock. It finds the client in your broker management system, handles the routine calls end to end, and routes the rest to the right broker with full context.
A real receptionist for your brokerage, only it never sleeps.
Not an answering machine that takes a message. An AI receptionist that picks up, identifies the caller, and does the work — so a missed call never turns into a client ringing a competitor.
Answers every call in under 2 seconds
No phone tree, no hold music. The AI picks up the moment the phone rings — day, night, weekend, or bank holiday — and starts handling the enquiry in real time.
Speaks your client’s language
85 languages, locked to whatever the caller speaks. If a chunk of your book speaks Polish, Urdu, or Welsh at home, you stop losing them to a phone tree that only speaks English.
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.
Does the admin, not just the greeting
Mid-term adjustments, renewals chasing, claims first-notification, evidence of cover, scheduling, callbacks. It handles the routine calls end to end so your brokers spend their hours advising, not transcribing.
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, full transcript, and recording written back to your system automatically. Nothing slips through, nothing waits on someone remembering to type it up.
From the ring to a logged call, in one flow.
Client calls. The AI picks up.
It greets the caller in any of 85 languages and starts handling the enquiry in real time. No new phone number — it sits in front of your existing main line.
It does the work a front desk would do.
Quotes, claims, renewals, mid-term changes, evidence of cover. It pulls the client from your system, 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 the AI takes a message and books the callback itself.
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.
It speaks insurance, not a generic script
Evidence of cover, schedules, excesses, mid-term adjustments, renewals, claims FNOL. 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 isn’t on our list yet, ask — adding a system is part of onboarding.
Single-tenant, built for regulated data
Your deployment serves exactly one brokerage — 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.
548 hours saved last quarter at one agency.
Goodwill Financial, our first paying agency, put InsuraMate AI on its main line. 1,244 calls handled, zero held in queue, every conversation transcribed and logged in their system.
Whether you call it a brokerage or an agency.
InsuraMate AI works the same for an insurance broker in the UK and an independent agency in the US. The phones ring after hours either way, the admin piles up either way, and the good brokers want to be advising either way. It answers around the clock, across time zones, in the language your client actually speaks. Looking for the US version? See the AI receptionist for insurance agencies.
AI receptionist questions, answered.
What is an AI receptionist for insurance brokers? +
An AI receptionist is software that answers your brokerage’s phone the way a great front-desk hire would — picking up every call, identifying the client, handling routine enquiries like evidence of cover and renewals, and routing anything else to the right broker. InsuraMate AI is built specifically for insurance brokers and agencies, so it understands your call mix and connects to your broker management system.
How is this different from a generic AI receptionist? +
Generic AI receptionists answer the phone and take a message. InsuraMate is built for insurance: it reads the caller’s record from your system, references the right policy, handles insurance-specific workflows end to end, and logs everything back to your broker management system and CRM. It is the difference between an answering service and an actual account handler.
Does it work for UK insurance brokers? +
Yes. InsuraMate AI works for insurance brokers in the UK and independent agencies in the US. It answers in 85 languages, works around the clock across time zones, and connects to your broker management system. If your platform isn’t on our integration list yet, ask — we add them as part of onboarding.
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 isn’t 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? +
About a week. We connect to your phone system and your broker management system, train the AI on your brokerage’s voice, policies, and processes, then run it in shadow mode before it takes its first live call.
Do I need a new phone number? +
No. Keep your existing main line. InsuraMate sits in front of it as the receptionist, so clients call the same number they always have.
Put an AI receptionist on your brokerage’s phone.
Fifteen minutes with our founder. First ten agencies lock in founding-rate pricing — 9 of 10 spots left.