An AI Voice Agent Built for the Insurance World
Manage every claim, every renewal and every quote request — automatically, 24 hours a day.
Insurance brokerages and MGAs across Canada receive hundreds of calls per week for claims, renewals and quote requests. Our AI voice agent handles these calls precisely, collects all necessary information, directs clients to the right service and ensures rigorous follow-up — all in compliance with PIPEDA and your provincial regulator (AMF in Quebec, FSRA in Ontario, AIC in Alberta, IIBC in BC, and more).
Benefits for Your Industry
Discover how our AI voice agent transforms your industry
Automated Claims Opening
The voice agent guides the policyholder through the claims declaration process. It collects all necessary details — date, location, circumstances, damages — and creates the file in your system. The policyholder receives a claim number immediately.
Proactive Policy Renewals
The agent automatically contacts policyholders whose policy is expiring. It presents renewal options, answers coverage questions and can initiate the renewal process by phone.
Quick Quote Requests
Prospects calling for a quote? The agent collects all required information — vehicle, home, driver profile — and prepares a complete file that your brokers can process quickly.
Real-Time File Tracking
Policyholders wanting to know where their claim stands? The voice agent checks the file status and provides a detailed update: documents received, processing stage, estimated timeline, next steps.
Compliance and Security
Our voice agent respects PIPEDA and the regulatory requirements of the insurance sector across Canada — OSFI for federally regulated insurers, plus provincial regulators (AMF in Quebec, FSRA in Ontario, AIC in Alberta, IIBC in BC, FCNB in New Brunswick). Personal and financial information is protected according to the industry's strictest standards.
Smart Transfer to a Broker
For complex situations, sensitive claims or advice requests, the agent transfers the call to the most qualified broker with a complete summary of the conversation and client file.
How It Works
A simple process to automate your communications
Insurance Process Analysis
Our experts study your policy types, claims processes, welcome scripts and management systems. We identify the types of calls to automate and transfer protocols for each situation.
Voice Agent Configuration
We program your agent with your insurance products, claims forms, quote criteria and routing rules. The agent is trained to communicate with the professionalism and precision your policyholders expect.
Management System Integration
The agent is connected to your policy management system, CRM and claims tracking tools. Files are created and updated automatically for an uninterrupted workflow.
Deployment and Continuous Improvement
Your voice agent is activated on your phone lines. Our team monitors performance, adjusts scripts based on feedback and adds new scenarios to cover the maximum number of situations encountered by your policyholders.
Use Cases
Real-world scenarios tailored to your business
Automotive Insurance
Manage automotive claims declarations by phone. The agent collects accident details, involved parties' information and damages, then creates the complete file for your settlement team.
- Complete automotive claims declaration by phone
- Third-party information collection
- Coordination with approved repair shops
- File tracking and policyholder updates
Home Insurance
Handle claims for water damage, fires, theft and property damage. The agent guides the policyholder in documenting damages and provides immediate instructions to limit losses.
- Home claims declaration with damage documentation
- Immediate instructions to limit damage
- Coordination with contractors and experts
- Quote requests for new home policies
Commercial Insurance and Brokerage
Manage calls from your commercial clients for claims, policy modifications, insurance certificates and additional coverage requests. The agent handles routine requests and frees your brokers for complex files.
- Insurance certificate issuance by phone
- Common commercial policy modifications
- Business quote requests
- Proactive commercial policy renewals
Accelerate Claims Processing
The claims process is often frustrating for policyholders. Long phone waits, information to repeat, uncertain processing timelines. Our AI voice agent transforms this experience by collecting all information on the first call, instantly creating the file and providing proactive follow-up at every stage of the process.
- Complete information collection on the first call
- Automatic file creation in your system
- Claim number provided immediately
- Proactive follow-up with automatic updates
- Transfer to an expert for complex cases
Increase Your Policyholder Retention Rate
Policyholders who can't reach their broker easily are the most likely to switch companies. Our voice agent guarantees every call is answered instantly, requests are handled quickly and policyholders feel taken care of. Proactive renewals and personalized service reinforce your clients' loyalty.
- Instant response to every call, without wait time
- Proactive renewal calls before expiration
- Personalized service based on client history
- Quick resolution of routine requests
- Satisfaction follow-up after each interaction
What Our Clients Say
Real results shared by businesses like yours
« The voice agent revolutionized our firm. It handles 70% of our incoming calls — claims, follow-ups, quote requests — and our brokers can finally focus on advising and selling. Our retention rate increased by 25%. »
« During renewal season, our lines were saturated. The AI voice agent now handles all renewal and quote calls. Our clients are delighted with the fast service and our brokers process 40% more files. »
Frequently Asked Questions
Other Industries
Explore our solutions for other sectors
Modernize Your Insurance Firm
Join brokers and insurance firms across Canada using our AI voice agent to process claims faster, increase quotes and retain their policyholders.