AI Assistant for Insurance Broker - Collaborators
An AI assistant dedicated to the network of collaborators for information on products, commissions, and commercial support.
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% conversionsDrastic 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 costsImmediate response without queues
Zero wait times for your customers. Every call is handled instantly, improving satisfaction and customer experience.
100% immediate responseAI 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
- Insurance product information: the assistant provides complete details on car, home, life, health, business policies
- Commission calculation: responds on commission percentages based on role (agent, sub-agent, producer) and contract type
- Product sheet sending: automatically sends technical product sheets via email
- Sales support: information on active campaigns, incentives, targets, and bonuses
- Operational procedures: guidance on how to enter quotes, manage claims, administrative procedures
Integration with AssiEasy management software
The AI assistant uses 2 different marketplace plug-ins for intelligent automations:
- Sending product sheets via email with PDF attachments
- Notification to back office when a collaborator requests urgent information
- Automatic creation of tickets in the CRM for complex requests
- Sending of commissions earned in the period requested by the collaborator
The AI assistant is configured with commission grids for each role and product. The collaborator can ask what commissions they are entitled to on a product type or specific product and immediately receive the correct percentage based on their contractual level (agent, sub-agent, producer).
Yes, the assistant can automatically send technical sheets of requested products to the collaborator's email address. The collaborator immediately receives the PDF with all detailed information, coverages, exclusions, and conditions.
The assistant is configured with the broker's entire product portfolio: car liability, home policies (fire, theft, legal protection), life insurance (term life, endowment, index-linked), health, accident, and business products for companies. It can compare products and suggest the most suitable solution.
Yes, the assistant is always updated with ongoing commercial campaigns, available incentives, achievable production bonuses, and special promotions on specific products. It helps collaborators maximize their earnings.
Absolutely. The assistant provides step-by-step guides on: how to enter a quote in the management system, how to manage the claims process, how to upload documents, procedures for policy endorsements, commission collection methods, and liquidation timelines.
Yes, the AI assistant is available 24 hours a day, 7 days a week. Collaborators can call at any time to obtain information on products, commissions, procedures, even in the evening or on weekends when preparing proposals for clients.
For complex requests requiring human evaluation, the assistant automatically creates a ticket in the CRM and notifies the back office. The collaborator receives confirmation that their request has been taken over and will be contacted within agreed timelines.
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