AI Receptionist for Insurance Agents
Insurance leads go to whoever picks up first. Jodie answers your phone while you are in a client meeting, speaking to an underwriter, or out at a site visit, so every enquiry and claim notification gets through.
Trusted by 1,600+ Irish service businesses
The problem
You can't answer the phone when you are in a client meeting
When you are reviewing a commercial policy face-to-face, negotiating with an underwriter on the phone, or visiting a client's premises for a risk assessment, you cannot pick up another call. But the business owner who needs public liability cover 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
- Businesses call 2-3 brokers and go with whoever responds first
- That adds up to 5-10 lost prospects per month
- A commercial insurance policy is worth €2,500+ in annual premium and renews each year
72%
of people calling a broker won't leave a voicemail
5-10
potential clients lost per month to missed calls
€2,500+
average annual premium per commercial policy
How Insurance Agents Use Jodie
Commercial Insurance Enquiry
The situation: A business owner needs public liability and employers liability cover 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, turnover, and current cover situation. You get a text with a complete brief to prepare a competitive quote.
Claims Notification
The situation: A policyholder has had a minor car accident in a car park 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 notify the insurer quickly.
After-Hours Quote Request
The situation: A homeowner is comparing insurance quotes in the evening after work. He calls your brokerage at 7pm to discuss home and contents cover but your office is closed.
Jodie handles it: Jodie answers as if your office is open, takes the property details, cover requirements, and his contact details. You arrive in the morning with a warm lead ready to quote.
Mid-Term Policy Adjustment
The situation: An existing client has bought a new car and needs to update her motor policy. She calls to arrange the mid-term adjustment but you are visiting a commercial client.
Jodie handles it: Jodie takes the new vehicle details, registration, and any changes to the driver list. You get everything you need to process the MTA when you are back in the office.
That commercial policy enquiry 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 & Agents
Everything you need to stop missing client calls and grow your insurance book.
Never Miss a Client Call
Whether it is a new commercial enquiry, a claims notification, a mid-term adjustment, or a renewal query, Jodie picks up straight away and gets the details.
Policy Details Captured
Jodie asks about the type of cover 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 specialisms, from commercial and public liability to professional indemnity, fleet, and personal lines.
Covers After-Hours Calls
Many clients call outside office hours, including evenings, weekends, or during their own 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 straight away.
FAQ Frequently Asked Questions
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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 €49/month