AI Assistant for Insurance Broker - Clients

A secure and personalized AI assistant to allow clients to access information about their insurance contracts.

Benefits of AI4CALL
AI Phone Assistant

Transform every call into a sales or support opportunity.
AI4CALL answers, dialogues, and qualifies customers in real time, improving the phone experience and increasing results without adding to your team's workload.

24/7 availability without interruptions

Your AI assistant always answers, even at night, on weekends, and during holidays. No missed calls, no customers turning to competitors.

+40/60% conversions

Drastic reduction in operational costs

Eliminate personnel costs dedicated to phone management. One AI assistant handles hundreds of calls at the cost of a few hours of human work.

-60% management costs

Immediate response without queues

Zero wait times for your customers. Every call is handled instantly, improving satisfaction and customer experience.

100% immediate response



AI telephony today is what websites were 15 years ago: those who don't adapt risk losing significant market share in the coming months.


Key Features for Insurance Broker

  • Secure PIN access: personal PIN authentication system to ensure maximum security and privacy
  • Contract consultation: information on active policies, expiry dates, coverage limits, deductibles, and coverages
  • Document sending via email: the assistant automatically sends copies of policies, receipts, and requested documents
  • Claims management: information on status of open claims, required documentation, reporting procedures
  • 24/7 assistance: available 24/7 to provide information on contracts and immediate support

Security and Privacy

⚠️ MANDATORY IDENTIFICATION

To access personal information, each client must:

  • Provide their personal 6-digit PIN code
  • The PIN is verified in real time before providing any sensitive information
  • Without a valid PIN, the assistant provides only general public information
  • Maximum protection of personal data in compliance with GDPR

At the beginning of the call, the AI assistant MANDATORILY requests the client's personal 6-digit PIN. Only after positive PIN verification (PIN match with caller number), can the assistant provide information on contracts, coverage limits, expiry dates, and send documents. This ensures that only the legitimate policyholder can access sensitive information.

If you do not remember your PIN, the assistant will be able to send the PIN to the email address registered in the system. It is not possible to access personal information without a valid PIN, to protect your privacy and security.

Once authenticated with the PIN, you can consult: list of all active policies, expiry dates, coverage limits, deductibles, premiums paid, specific clauses, and accessory guarantees.

After PIN authentication, you can request sending via email of: policy copies, insurance certificates, contract conditions, and more. The assistant automatically sends the requested documents to the email address registered in the system.

The AI assistant is available 24 hours a day, 7 days a week. You can call at any time to consult your policies, request documents, or other. The PIN authentication system guarantees security even during night-time access.

Absolutely yes. Authentication via PIN ensures that only you can access your information. All data is handled in compliance with GDPR and protected with encryption. The assistant does not store sensitive conversations and every access is tracked for security.

Technology and people:
together, zero waiting and a thousand solutions.

Ready to transform
your calls?

Request a free demo and discover how AI4CALL can revolutionize your business


Some of the ai4call users