Reduce servicing time — without advice risk.
A front-desk assistant that gathers quote-ready information, answers policy questions, and guides claims — while you stay in control.
Designed to assist brokers — not replace advice.
Use it with clients, within your team, or seamlessly built into your existing workflow.
What it does
- Conversational collection
- Home, SME, motor, liability
- Exportable quote packs
- Answers from your documents
- Plain English explanations
- Always defers to broker
- Step-by-step guidance
- Information checklists
- Escalation when needed
How it works
Detects what users need, then switches into the right mode — keeping you in control.
Quote, policy question, or claim help.
Guided questions with validation.
Policy questions from approved documents.
Structured data ready for your systems.
Integrate on your website
Add our AI assistant directly to your broker website as a simple plugin. Your customers can get instant help with quotes, policy questions, and claims — all while staying on your site.
Easy Integration
Add our chat widget to your existing broker website with just a few lines of code. No complex setup required — it works seamlessly with any website platform.
Customize Appearance
Match the chat widget to your brand colors and styling. Position it anywhere on your site — bottom corner, side panel, or inline.
Receive Qualified Leads
All quote requests and inquiries are automatically formatted and sent directly to your email or integrated with your CRM system.
Benefits for Your Business:
- ✓24/7 customer support without additional staff
- ✓Pre-qualified leads with complete information
- ✓Reduced time spent on initial client intake
- ✓Professional AI assistant that reflects your brand
- ✓Exportable data ready for your quote systems
Integrate to your workflow
Ask policy questions in real time, work within your existing systems, and reduce manual searching.
Ask policy questions in real time
Brokers can ask questions such as:
"Does this cyber policy cover data restoration costs?"
"Is flood excluded under this wording?"
"What sub-limits apply to business interruption?"
The assistant responds using the relevant policy wording, helping brokers answer confidently and consistently.
Works inside your existing workflow
InsurAI does not replace your CRM or broker management system. It runs as a web browser extension, appearing alongside the systems you already use—so there's no migration, retraining, or disruption.
Reduce manual searching and interruptions
Instead of opening multiple documents or switching systems, brokers can:
- ✓Get answers instantly
- ✓Stay focused on the client record
- ✓Reduce repetitive admin and follow-up checks
Compliance-first by design
An information collection tool — not an advice engine. No recommendations, no suitability statements. You remain the decision-maker.
FAQ
No. It reduces repetitive work. Brokers remain the decision-makers.
Yes. You control what documents are used and who can access them.
Website chat, internal staff tool, or API integration.
Want a broker demo tailored to your workflows?
We'll show quote intake, policy Q&A, and claims/admin handling — configured around your documents and typical client enquiries.