Professional services
AI receptionist for insurance brokers
The short answer
Last updated
How it works for insurance brokers
After-hours claims first, quotes second.
Someone who has just had a fire, flood or crash doesn't need a quote form. They need the right emergency number. FirstVoice puts claims first, logs a callback for your team, and handles routine policy calls the rest of the time.
- Gives callers reporting a loss the insurer's emergency claims number, and logs a callback for your team
- Takes new quote requests for house, contents, vehicle and business cover
- Records policy changes, like a new vehicle or address, and requests for a certificate of currency
- Never gives financial advice, and books those questions in with a licensed adviser
- Keeps answering when calls surge after a storm or natural disaster
Calls we handle
Calls insurance brokers get, answered.
Answered day or night, with the caller's details sent straight to you.
- New quote requests (house, contents, vehicle, business)
- After-hours incident or claim notification
- Policy changes (new vehicle, address)
- Renewal questions
- Certificate of currency requests
- Cancellations and complaints
Urgent calls
Escalated to you.
These don't wait for the end-of-call summary. You're told straight away.
- Loss events such as fire, flood, burglary or vehicle accident (give the insurer's emergency claims number and log a callback)
- Surges after natural disasters
- Liability incidents at a client's business
Software
Works with HubSpot, Morningstar AdviserLogic, Salesforce, Trail.
HubSpot
Books directlyYes. FirstVoice connects straight to HubSpot, finds or creates the contact, logs every call and books meetings through your HubSpot scheduling page.
How it connects to HubSpotMorningstar AdviserLogic
Connects via automationWe can create and update AdviserLogic client records and diary events through our Zapier automation; there's no direct AdviserLogic API for real-time availability checks.
How it connects to Morningstar AdviserLogicSalesforce
Connects via automationSalesforce users can have new records created and existing records found via Zapier, Make, or Salesforce's own REST/GraphQL API after every call.
Trail
Works alongsideTrail has no published API or Zapier app — its integrations page lists only email sync and marketing tools, so FirstVoice would work alongside it with a texted summary.
How it connects to Trail
What a missed call is worth
Typical prices for insurance brokers in NZ.
$150-$1,500 commission per policy per year (estimate; brokers are paid commission by the insurer)
Estimate
Missed-call calculatorRules we script around
Regulations for insurance brokers.
General information, not legal advice.
- Advice to retail clients needs a FAP licence or authorised-body statusSource
FAQ
Insurance brokers: questions.
Can an AI receptionist help an insurance broker after a storm or flood?
Yes. When a weather event brings a surge of calls, it answers every one, up to 20 at once, takes the policy and loss details and gives callers their insurer's emergency claims number. Anything complex is passed to your brokers to call back.
What does FirstVoice do with urgent calls for insurance brokers?
It follows the urgent-call rules you set and flags those calls to you straight away, or transfers them live on Growth and Scale. For insurance brokers that usually means calls like loss events such as fire, flood, burglary or vehicle accident; surges after natural disasters; liability incidents at a client's business. Life-threatening emergencies are directed to 111.
Does FirstVoice work with HubSpot?
Yes. FirstVoice connects straight to HubSpot, finds or creates the contact, logs every call and books meetings through your HubSpot scheduling page. It also works with Morningstar AdviserLogic, Salesforce and Trail.
How much does an AI receptionist cost for insurance brokers?
Connecting HubSpot is included from Growth at $597 a month. Starter is $297 a month with calendar booking.
Free 2-week trial for insurance brokers
Try it free for two weeks, on your real calls.
We set everything up for you and connect it to your calendar and the tools you already use. Then it answers your real customers for two weeks. No credit card, nothing to pay. If it's not for you, walk away.
- 01We build it for youYour greeting, your questions, your prices and your booking rules. You don't touch a thing.
- 02Connected to your systemBookings go into your calendar or job system, and summaries come to you by text or email.
- 03Live on your real callsForward your number and it answers your customers for real, day and night, for two weeks.
- 04No card, no costYou don't pay anything for the trial. Keep it after that from $297 a month, month to month, or walk away.