INDUSTRIES

Insurance

Every policy or claim call is recorded.

Insurance

Someone calling about a claim or a renewal wants to speak to someone straight away. As an AI phone assistant for insurance agencies, SmartestVoice answers every call, records the request and contact details, books appointments with your adviser and passes urgent matters to your team. It does not give insurance advice and does not commit your agency to quotes.

  • Answers every call, day and night, in your agency's name
  • Records quote requests, renewals and claims with contact details
  • Books appointments with your adviser straight into your calendar
  • Passes urgent requests to your team with a summary of the call

The calls an insurance agency receives

Quote requests

The assistant asks what the customer wants to insure and records the details, so the adviser starts with a complete request.

Claim reports

It records the incident and contact details and passes the request to your team, without deciding on the claim.

Policy renewals

Callers asking about an expiry or renewal leave their request and ask to be contacted at a convenient time.

Adviser appointments

Appointments are booked on the call, based on your calendar availability.

General questions

Opening hours, location and how to get in touch are answered from the information you provide.

From the first call to a recorded request

  1. Step 1

    We set up your agency and procedures

    We define the types of insurance you handle, the questions to ask and when a call counts as urgent.

  2. Step 2

    It answers every call

    Callers get an immediate answer, and the assistant gathers what your team needs.

  3. Step 3

    You receive organised requests

    Each request arrives with contact details, the reason for the call and, where needed, a booked appointment.

Why insurance agencies choose SmartestVoice

  • Fewer lost requests

    An unanswered call can send the customer to another agency. Every request is recorded as it arrives.

  • More complete requests

    The adviser starts with the details needed and does not have to ask from scratch.

  • Clear priority

    Urgent matters, such as a claim, stand out from routine questions.

  • Fewer interruptions

    Advisers stay with the customer in front of them without missing the next call.

Built for insurance businesses

  • Insurance agencies
  • Insurance intermediaries
  • Insurance brokerages
  • Insurance brokers
  • Policyholder service teams
RESULTS

An insurance agency's requests, before and after

With SmartestVoice
Your front desk today
Every call answered, day or night
Calls missed after hours
Booked instantly, no callback needed
Callback required to confirm a slot
Reminders and confirmations sent automatically
Follow-up done manually, if at all

The difference shows on a busy weekday, and after the office closes.

See how it works
FAQS

Insurance agencies' questions, answered

Does it give insurance advice or quotes?

No. It records the request and details and passes them to your adviser. Advice and quotes stay with your agency.

What happens with a claim report?

The assistant records the incident and contact details and alerts your team. It does not decide on the claim.

Can it book appointments with an adviser?

Yes. It books into the calendar you connect and records the caller's details.

What do I get after each call?

A summary with contact details, the reason for the call and the appointment, if one was booked.

How is customer data stored?

Call data is encrypted in transit and at rest. The assistant tells every caller they are speaking to an AI and that the call is recorded.

How quickly can an insurance agency start?

Usually within a week. We set up the questions and urgency rules together, then calls move to the assistant.

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