Insurance Agency
Websites and quote assistants for insurance brokers
For an insurance brokerage we build a website live in 2–5 working days, an AI assistant that gathers everything a quote needs 24/7 on web chat and WhatsApp, and automations that handle renewals. It knows vehicle, home, health, travel and commercial cover apart.
What goes wrong in an insurance brokerage
- Gathering what a quote needs is a round of phone calls on every client.
- Renewal dates cannot be tracked by hand, and the client drifts to another broker.
- At claim time the client panics, does not know what to do, and rings you.
- What does cover cost cannot be answered without the details.
What the assistant does in this trade
Not a generic bot: it is trained on your prices, your hours and your services, and it answers 24/7 on web chat and WhatsApp, in your own words.
- Identifies the class: vehicle, home, health, travel, commercial.
- Gathers what the quote needs in full: registration, year, claims history, address.
- Asks when the current cover expires and adds it to the renewal calendar.
- Walks through what to do at claim time, step by step.
- Gives no premium; it collects the facts and hands them over until you have quoted.
What the website carries
- A page per class of cover, each searched separately.
- A quote request form whose fields change with the class.
- A what-to-do-if-you-need-to-claim guide, which becomes your most-read page.
- The insurers you place business with and your regulatory details.
What runs on its own in the background
The backbone of broking is renewal. Reminding a client whose cover is expiring costs a fraction of finding a new one, and done by hand it inevitably slips.
- A renewal reminder a month before cover expires.
- A follow-up if a quote goes unanswered.
- The client is told when a claim changes stage.
- Seasonal reminders for the cover that renews annually.
The example we built for an insurance brokerage
We built the design below end to end for this trade: the layout, the copy and a working assistant. The sample text is in Turkish — when we work together it is rewritten in your language, with your brand, your prices and your services.
Frequently asked
Can the assistant give a premium?
It does not. A premium is calculated from insurer and client data; the assistant gathers the facts and you produce the quote. Not inventing a figure is deliberate.
How does it track renewals?
We record the expiry date. A month out the automation sends the client a reminder and raises one for you.
We place with several insurers. Can it tell them apart?
Yes. We define which insurer you use for which class, and the assistant explains the options to the client.
Is client data safe?
On servers we run ourselves, encrypted, GDPR-compliant. For identity and vehicle details you set the retention period.
Get a free demo for your brokerage
Tell us in two lines what you want to build. Within 24 hours you get a demo made for your business and a clear plan — free, no commitment.