Industries · Insurance
AI Phone Agent for Insurance Brokers
Qualify leads and book the licensed advisor; renewal reminders; never quotes or advises.
“I want to compare medical plans.”
- Agent · Carmen
Hello, this is Carmen from Harbour Life. This call is recorded. You left your details to find out about medical cover. Is now a good time?
- Caller
Yes, it is. I’d like to compare medical plans.
- Agent · Carmen
Of course. Just to be clear, I’m not a licensed adviser, so I can’t give quotes or advice; my job is to book you in with one. Three quick questions: roughly which age range are you in?
- Caller
My thirties.
- Agent · Carmen
Would any family members need cover as well?
- Caller
My wife and one child.
- Agent · Carmen
And roughly what monthly budget do you have in mind?
- Caller
Somewhere between $250 and $400.
- Agent · Carmen
Understood. The adviser can meet you at our office or by video call. Would Wednesday at 7 pm or Saturday at 3 pm suit you?
- Caller
Saturday afternoon.
- Agent · Carmen
Saturday at 3 pm by video, then. Are you happy for the adviser to contact you to confirm?
- Caller
Yes, that’s fine.
- Agent · Carmen
You’re all booked, and a confirmation is on its way. Thank you very much. Goodbye.
This card is a real call. Press the button and speak.
What it does on the call
- Says plainly that it is not a licensed advisor and cannot quote or advise
- Product interest, age band, dependants and budget range captured
- Advisor meeting booked, in person or by video, with consent recorded
- Renewal details confirmed; changes routed to the advisor
Hands over to a person when
- Any request for a premium quote or product advice
- Claims involving injury
- Complaints about an advisor
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