AI receptionist for insurance brokers.
Every quote shopper, claim follow-up and renewal call answered in Sydney, Melbourne and Brisbane, with anything personal passed to a licensed broker.
95c a minute or less. Pay for talk time only.
What is an AI voice agent for insurance brokers?
An AI voice agent for insurance brokers answers your calls 24/7 in a natural Australian voice. It qualifies quote enquiries against your appetite, checks claim status in your policy admin system, books renewal reviews, captures after-hours leads and warm-transfers anything sensitive to a licensed broker with full context. It gives general advice only by default under your AFS licence, follows the Australian Privacy Principles, honours the Do Not Call Register on outbound and works with Salesforce, HubSpot, BrokerSuite, iBais, ClassicNet and most policy admin systems. Talk time is 95c a minute or less. See how AI phone answering works
Answering and making calls for businesses across New Zealand and Australia
Try them yourself
Three live agents, right here in your browser. Tap one, allow your microphone and start talking. Calls run for up to four minutes.
AI receptionistSamAustralia
Have him book you a real meeting.
AI receptionistZoeNew Zealand
Never misses a customer moment.
Multilingual receptionistJingNew Zealand
Start in English, then switch to Mandarin.
Calls it handles for insurance brokers.
The call types most brokers handle every week. The agent takes the front desk so your licensed brokers spend their time on advice, not phones.
Quote enquiries
Captures the caller's risk profile against your appetite, sends the quote request to the right desk and books a callback if a broker is needed.
Claim status calls
Pulls live claim status from your policy admin system and tells the caller where their claim sits and what is needed next.
Renewal scheduling
Calls clients with renewals coming up and books the renewal review into the broker's calendar. No phone tag.
Cross-sell capture
Caller mentions home insurance during a car claim? The agent flags it, captures consent and queues the lead for a broker.
After-hours lead capture
Quote shoppers do not wait until Monday. The agent has the full conversation at 11pm on a Saturday and books the follow-up.
Referral partner calls
Mortgage brokers, accountants and lawyers refer clients. The agent recognises the referrer, fast-tracks the call and lets the partner know.
Built for Australian insurance compliance.
ASIC, the Australian Privacy Principles and ACMA rules are built in. The agent stays on the right side of your licence by design.
ASIC and AFS licence aware
General advice only by default, with RG 175 and RG 244 framing in every flow. It never gives personal financial product advice. A Best Interests Duty checklist is optional.
Licensed broker handoff
Asked about a specific rate or premium? That is personal advice, so the agent warm-transfers to a licensed broker with the enquiry already on screen.
Australian Privacy Act 1988
APP 5 notification, APP 11 security with encrypted audio, and APP 12 access. Retention you control, and recordings can be deleted.
ACMA and Do Not Call
Outbound calls honour the Do Not Call Register and the telemarketing industry standard. The agent says it is AI on every call.
Load credit. The more you load, the less each minute costs.
From 95c down to 71c a minute. Credit never expires.
Enterprise
For bigger call volumes, several sites or a whole team. We build a plan around how you work.
Talk to us30-day money-back guarantee on every plan. If your AI receptionist is not right for your business in the first 30 days, we refund you.
How credit works
Load credit once. Your receptionist only uses it while it is on a call.
Pick your package
Choose how much credit to load, plus A$130 a month for the platform.
Talk time comes off it
Only while your receptionist is on a call. No calls, no credit used.
Tops up automatically
When your credit runs low, the same amount reloads. Credit never expires.
Rated 5.0 on Google
Read all reviews on Google (opens in a new tab)- ★★★★★
The AI Receptionist has been fantastic for our team at Rangehood Solutions. It’s taken a huge amount of workload off us, especially when we’re a staff member down, and means we can keep looking after customers without calls being missed.
Rangehood Solutions
AI receptionist client, New Zealand
- ★★★★★
It handles hundreds of calls a day, prospecting, qualifying sellers, and building a pipeline for future deals. … Not a set-and-forget service, they actually care about results.
James Mairs
Auckland apartment agency
- ★★★★★
Getting an entire team, from our IT manager to our admin staff, aligned on AI is not easy. Leo made it look easy! … No hype. No theory.
Shiv Narayan
Technology Solutions NZ
Works with your insurance stack.
- Salesforce Financial Services Cloud
- HubSpot
- Insightly
- BrokerSuite
- iBais
- Rightway
- ClassicNet
- Astute
- Mercury Nexus
- Xero
- MYOB
Anything else connects through webhooks and an open API. Plus your calendar and inbox. See all integrations
Leo and John on our stand at NZ Tech Expo, on stage and running workshops. We are the team who builds your agent and looks after it once it is live.
- ★★★★★From 24 Google reviews (opens in a new tab)
- Sovereign dataKeep your calls and data in Australia
- 30-day money-backGuarantee on every plan
See your insurance broker's receptionist working. Live in 24 hours.
Book a quick meeting and we will show you how it would answer your quote, claim and renewal calls, then build it for you.
- Your receptionist built around your business
- Live and answering calls within 24 hours
- Credit that never expires, from $500
- Every plan backed by a 30-day money-back guarantee
Choose a time on our calendar. It takes less than a minute.
Less Busy. More Life.
Common questions
What does an AI voice agent do for an Australian insurance broker?
It answers every inbound call 24/7 and either resolves the conversation or warm-transfers to a broker with full context. The agent qualifies quote requests, checks claim status against your policy admin system, schedules renewals, captures after-hours leads, and routes referral partner calls. Every quote shopper, claim follower and referral partner gets answered, including weekends and after hours.
Is the platform ASIC compliant?
The agent says it is AI on every call, captures consent where required, and works under your AFS licence framework. It gives general advice only (RG 244 and RG 175 aware), never personal financial product advice, and routes any caller crossing that line to a licensed broker. Outbound calling honours the ACMA Do Not Call Register and the telemarketing industry standard. We can also add a Best Interests Duty checklist to the qualification flow if you work under personal advice rules.
Which insurance CRMs do you integrate with?
Salesforce Financial Services Cloud, HubSpot, Insightly, BrokerSuite, iBais, Rightway, ClassicNet, Astute and most common AU policy admin systems. Anything else connects through webhooks and an open API. The agent reads policy data and writes quote requests, claim updates and call logs back into the system as the call happens.
Will it sound Australian?
Yes. Natural Australian voices are available for both genders, set per agent. Caller experience matters: an American voice on a Sydney commercial broker line costs you trust before the conversation has started.
How does it handle a complex claim or sensitive client?
Warm transfer with full context. The agent hands the call to a named broker with a one-line summary of the claim, the policy details already pulled from your CRM, and the caller's concern. No making the client repeat themselves. We tune the transfer triggers during onboarding so emotional or high-value calls escalate fast.
What does it cost a typical broker?
Start with A$500 of call credit plus A$130 a month for the platform. Talk time is 95c a minute and drops to 71c when you load more credit. You only pay for talk time, credit never expires, and every plan has a 30-day money-back guarantee.
How long does setup take?
Your receptionist can be answering calls within 24 hours. Connecting a CRM or policy admin system can take a little longer, and we agree the timeline with you first. We do not run multi-month implementation projects.
Do you store our client data or call recordings?
You decide. The agent writes the quote or claim event back to your CRM, and you control how long recordings and transcripts are kept, with automatic deletion. Recordings can be deleted at any time, and you choose whether transcripts stay in your portal for quality checks.