In insurance broking, the first broker to respond wins the business 68% of the time. But most brokers are in renewals, meetings, or off-hours when new enquiries land. AI ensures you're always first — and that you never lose a renewal to a competitor.
Averaging 45 inbound leads per month from online sources. Average time-to-first-contact: 3.2 hours. Industry data shows 78% of buyers choose the first broker to respond. Conversion rate from enquiry to quote sat at 24%. Competitors responding via web chat instantly — Shield was consistently losing the race before anyone picked up the phone.
Lead Capture Bot deployed on the website and across insurance aggregator landing pages — instantly engages each enquiry, qualifies cover type, business type, current insurer, renewal date, and key assets or risks. Books a consultation for complex needs or provides an instant indicative quote range for simpler lines. Every lead is touched within 90 seconds, day or night.
"Being first used to mean whoever refreshed their email fastest. Now it means us, every time."— Andrew, Director, Shield Insurance Brokers
Renewal season (heavy concentration in March–April and September–October) generates three times normal call volume. One broker and one admin simply can't handle it. Clients calling to query renewals waited 2+ hours for a callback, and 18% switched insurers before being contacted. Every client lost in renewal season was a permanent revenue reduction.
AI Receptionist handles all renewal enquiry calls — answers common questions (why did my premium increase, what does my policy cover, how do I make a claim), books callback appointments for complex queries, collects renewal intention (proceed / need to review / shopping around) and triggers the appropriate broker action. No client is left waiting during peak season.
"We used to lose clients during renewal season simply because we were too busy to call them back. That's fixed."— Natalie, Principal, Coastal General Insurance
180 business clients — but almost no proactive communication outside renewals. Industry risk alerts, legislative changes (mandatory insurance types), and new product options never reached clients in a timely way. Cross-sell rate: only 1.3 products per client. Clients had no awareness of their broker's full capabilities.
Marketing Automation — industry-specific monthly risk bulletins, legislative update alerts, targeted "did you know you need X" campaigns by business type, annual policy review invitation 90 days before renewal, and a claims process guide for new clients. Clients receive value-added contact year-round, not just at renewal.
"Our clients trust us more because we're proactively looking after them — not just waiting for renewal."— Scott, Managing Director, Apex Business Insurance
Book a free 20-minute call. We'll identify where your brokerage is haemorrhaging leads and renewals — and show you what the fix looks like at your volume.