New enquiry qualification
Identify whether a prospect needs personal, commercial, vehicle or other cover before assigning the enquiry.
AI callers for South African broker teams
Qualify insurance enquiries before a broker starts the advice conversation
AI Only Labs Caller helps insurance brokerages respond to inbound enquiries and organise approved lead follow-up. The caller can capture basic product interest, timing and callback preferences, then send a structured summary to a licensed adviser. It does not provide financial advice or make policy recommendations.
Where it fits
Practical call workflows for insurance brokers
Quote follow-up
Check whether a consented prospect still wants assistance and record the best time for a broker to continue the quote process.
Broker callback routing
Use product, location or team rules to send a clear call summary to the appropriate adviser or service desk.
From enquiry to a clear next action
Configure the questions, routing and outcome you need. The dashboard keeps the recording, transcript and summary together for review.
- Define the non-advisory questions used before broker engagement.
- Add compliance wording and clear limits to the call script.
- Route qualified callback requests to licensed team members.
Questions from insurance brokers
Can the AI caller recommend an insurance product?
No. It can collect factual enquiry information and arrange broker follow-up, but recommendations and advice remain with appropriately authorised people.
Can it follow up old quote leads?
It can contact leads where your business has a lawful basis and an appropriate campaign script. Suppression and opt-out requirements still apply.
Can a qualified lead be transferred live?
Eligible plans can support hot transfers when your telephony setup and qualification rules have been configured.