AI Receptionist for Insurance Brokers
Insurance leads go to whoever picks up first. Jodie answers your phone while you are in a client meeting, on hold with an underwriter, or out at a site visit, so every inquiry and claim report gets through.
Trusted by 1,600+ Canadian service businesses
The problem
You can't answer the phone when you are sitting across from a client
When you are reviewing a commercial policy face-to-face, on hold with a carrier waiting for a quote, or driving to a client's premises for a risk assessment, you cannot pick up another call. But the business owner who needs commercial general liability by Friday is not going to leave a voicemail. He is calling the next broker on the list.
- 72% of people calling an insurance broker won't leave a voicemail
- Business owners call 2-3 brokers and go with whoever responds first
- That adds up to 5-10 lost prospects per month
- A commercial policy is worth C$2,500+ in annual premium and renews every year
72%
of people calling a broker won't leave a voicemail
5-10
potential clients lost per month to missed calls
C$2,500+
average annual premium per commercial policy
How Insurance Brokers Use Jodie
Commercial Insurance Inquiry
The situation: A business owner needs commercial general liability and workers compensation coverage for his growing company. He calls your brokerage but you are in a meeting with another client.
Jodie handles it: Jodie picks up, takes his business type, number of employees, revenue, and current coverage situation. You get a text with a complete brief to prepare a competitive quote.
Claims Report
The situation: A policyholder has had a fender bender in a parking lot and needs to report the claim to her broker. She calls but you are on the phone with an underwriter.
Jodie handles it: Jodie takes the incident details: date, location, circumstances, third-party information, and any injuries. She flags it for prompt follow-up so you can file the claim quickly.
After-Hours Quote Request
The situation: A homeowner is comparing insurance quotes on Ratehub.ca in the evening after work. He calls your brokerage at 7pm to discuss home and auto coverage but your office is closed.
Jodie handles it: Jodie answers as if your office is open, takes the property and vehicle details, coverage requirements, and his contact information. You arrive in the morning with a warm lead ready to quote.
Policy Endorsement Request
The situation: An existing client has bought a new car and needs to update her auto policy. She calls to arrange the policy endorsement but you are visiting a commercial client.
Jodie handles it: Jodie takes the new vehicle details, VIN, and any changes to the driver list. You get everything you need to process the endorsement when you are back in the office.
That commercial policy inquiry is calling. Who is picking up?
Set up Jodie in under 2 minutes. She handles your calls while you handle the policies.
Get Started for FreeReal reviews Real results from real businesses
Built for Insurance Brokers
Everything you need to stop missing client calls and grow your book of business.
Never Miss a Client Call
New commercial inquiry, a claims report, a policy endorsement, or a renewal question — Jodie picks up right away and gets the details.
Policy Details Captured
Jodie asks about the type of coverage needed, business or personal, any existing policy numbers, and the urgency. For claims, she captures incident details, dates, and third-party information.
Sounds Like Your Brokerage
Callers think they're speaking to your office. Jodie knows your specializations, from commercial general liability and E&O to auto, home, and personal lines.
Covers After-Hours Calls
Many clients call outside office hours — evenings, weekends, or during their lunch break. Jodie catches every after-hours call so you can follow up first thing.
Live in Minutes
No tech skills needed. Set up call forwarding on your office line and Jodie starts answering your insurance calls right away.
FAQ Frequently Asked Questions
Explore More Industries
Jodie is built to handle calls across a variety of sectors. See how it works for other businesses.
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Potential clients call once, then try the next firm. Jodie makes sure your firm answers first, every time.
Answering Service for Accountants
Tax season calls and new client enquiries taken care of, even when you're buried in year-end accounts.
Auto Repair Answering Service
Breakdown calls and service bookings answered on the first ring, even when you are elbow-deep under the hood.
That commercial client is one missed call away from going to another broker.
Let Jodie take your calls while you focus on your clients.
First 7 days free, then pricing from C$99/month