AI voice agent for insurance agencies and brokers
Claims do not wait for office hours. The agent recognizes the policyholder, takes the report or the quote request, and hands your advisers a file ready to open.
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You are calling
[Your agency]
Answered by Ava
Live transcript
Number recognised
Sophie Martin · home insurance · 12 Lilac Street
- AvaHello, [Your agency], this is Ava, the virtual assistant. How can I help you today?
- YouHello, I've had a water leak at home and I'd like to report a claim.
- AvaHello Sophie Martin. I'm sorry to hear that, let's deal with it together. Is everyone safe, and is the water turned off?
- YouYes, it's turned off, and nobody is hurt.
- AvaGood, that's the main thing. Is it your home at 12 Lilac Street, the one on your home insurance?
- YouYes, that's the one.
- AvaThank you. Tell me what happened, and when.
- YouLast night a pipe burst under the kitchen sink. The floor and a cupboard are damaged.
- AvaNoted: a burst pipe last night, the kitchen floor and a cupboard. Keep photos and any invoice, your adviser will ask for them. Shall we call you back on this number?
- YouYes, please.
- AvaI've noted a water damage report for Sophie Martin, 12 Lilac Street: a pipe burst under the kitchen sink last night, the floor and a cupboard damaged, the water turned off. Your adviser calls you back on this number to open the claim. You'll get an SMS summing up your report, and the team an email about your call.
SMS sent to the customer
[Your agency]: your water damage report (12 Lilac Street, a pipe burst last night) is noted. Your adviser will call you back. Keep photos and invoices.
Email sent to the team
Claim reported · water damage · Sophie Martin
- Caller
- Sophie Martin, policyholder · •• •• •• 78 · 9:24
- Contract
- Home insurance, 12 Lilac Street
- Claim
- A pipe burst under the kitchen sink last night; floor and a cupboard damaged; water turned off
- To do
- Open the claim; ask for photos and invoices
Outbound call · the partner plumber for this address
- AvaHello, this is Ava from [Your agency]. A policyholder at 12 Lilac Street had a pipe burst under the kitchen sink last night: the water is turned off, the floor and a cupboard are damaged. Can you go and repair it?
- PlumberYes, tomorrow morning between eight and ten.
- AvaTomorrow between eight and ten, noted. I'm sending you Sophie Martin's number by SMS. Will you send us your report and photos?
- PlumberYes, the same day, with the invoice.
- AvaThank you. I'm telling her.
Call back · the policyholder
- AvaHello Sophie Martin, this is Ava from [Your agency]. A plumber comes tomorrow morning between eight and ten to repair the pipe.
- YouThat was quick, thank you.
- AvaHe will send us his report and photos, and your adviser calls you back about the claim. You'll get the time by SMS.
Your turn!
What does an AI voice agent do for an insurance agency?
An AI voice agent for insurance answers the policyholders and prospects your advisers cannot take at once: it recognizes the caller, takes a first report of a claim or a quote request with the facts an adviser needs, and tells the adviser who to call back and why.
It never advises on cover and never says whether a claim is covered: that is the adviser's job. It makes sure a burst pipe on a Sunday evening is reported, noted and followed up on Monday morning.
- 24/7claims reported and quote requests taken, at any hour
- 10calls answered at once, included in every plan
- EUwhere your callers' data is hosted and processed
Updated 11 November 2026
One call, from the leak to the adviser.
The call at the top of this page, step by step.
- 01Inbound call · the policyholderThe call played at the top of this page
- SMS sent to the customer
- Email sent to the team
- 02Outbound call · the partner plumber for this addressPlaced by the agent, once it is live
- 03Call back · the policyholderPlaced by the agent, once it is live
- It recognizes the caller. The number is in your records: the agent greets the policyholder by name and knows the contract the call is about.
- It starts with the person. Is everyone safe, is the water turned off: the questions an adviser would ask first.
- It takes the facts. What happened, when, what is damaged. It reminds the caller to keep photos and invoices.
- Everyone is told. The policyholder gets an SMS summing up the report, the agency an email with the facts, ready for the adviser to open the claim.
- It can make the calls that follow. Once live, the agent can call the partner tradesman you work with, then call the policyholder back with the time of the visit.
SMS sent to the customer
[Your agency]: your water damage report (12 Lilac Street, a pipe burst last night) is noted. Your adviser will call you back. Keep photos and invoices.
Email sent to the team
Claim reported · water damage · Sophie Martin
- Caller
- Sophie Martin, policyholder · •• •• •• 78
- Contract
- Home insurance, 12 Lilac Street
- Claim
- A pipe burst under the kitchen sink last night; floor and a cupboard damaged; water turned off
- To do
- Open the claim; ask for photos and invoices
What the agent does for an agency or a brokerage.
- Answers every call in the agency's name, several at once, in the evening and at weekends.
- Takes the first report of a claim: home, motor, health or business, each with its own questions.
- Qualifies a quote request: who, what to insure, since when, the current insurer.
- Answers the routine questions from what you give it: hours, documents to send, how to reach an adviser.
- Puts urgent calls through to a person, with the context, by the rules you set.
- Sends each call's summary and your fields to Slack, by SMS, by webhook or through the API.
What the agent never does.
The agent does not give advice on cover, does not quote a premium of its own and does not say whether a claim will be paid. When a caller asks, it says an adviser will answer and notes the question. You write these rules, and every call leaves a recording, a transcript and a summary to check them against.
One agent for a network of agencies.
A network of general agents, a brokerage with several offices: each agency keeps its name, its hours, its number and its advisers, and one agent answers for all of them. The head of the network designs it once, and a new agency is added in minutes.
What it costs.
Starter is €40 a month with 100 minutes, Professional €350 a month with 1,000 minutes, and Scale is priced on your volume. Starter and Professional are monthly, with no setup fee, and every plan includes 10 concurrent lines.
Your callers' data stays in the EU.
Our HQ is in Paris, and hosting, storage and voice processing run on providers in France and Germany. CallShift is GDPR compliant, with ISO 27001 and health-data hosting (HDS) available. Your agent tells callers they are talking to an AI, as the EU AI Act requires.
AI voice agents for insurance, answered.
Can an AI agent take a claim report?
It takes the first report: who is calling, which contract, what happened, when, what is damaged. It does not open the claim or decide on cover: your adviser does, with the facts already written down.
Does the agent give advice on contracts?
No. It is instructed never to advise on cover or to say what a contract pays. It notes the question and tells the caller an adviser will call back.
How does it know who is calling?
By the caller's number, looked up in the contacts you give it or in your software through its API. A caller it does not know is asked for a name and a contract, like any first call.
Do we have to change our phone number?
No. You keep your number: forward the calls nobody picks up, or all of them, to the agent, or connect your line through a SIP trunk. See how an AI receptionist is set up.
Can we try it before we talk to anyone?
Yes. Enter your agency's website at the top of this page: in about ten seconds an agent is generated from it, and you call it from your mobile, free and without signing up.
Still have questions?
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