Insurance and mortgage brokers
Call back every quote request before your competitors
The AI agent answers when you are with a client, calls back requests left on your website within minutes, gathers the details for the file and books a slot with an adviser. It never gives advice or recommendations.
- 14-day free trial
- 30 minutes included
- Nothing charged during the trial
- No commitment
- No setup fee
- Add minutes at any time
- Move up a plan when your volume grows
Insurance and mortgage brokers agent
Charlotte · Call ended · summary sent
Hello, you asked for a life cover quote on our website a few minutes ago.
Yes, it’s for a house purchase in February.
How much is the mortgage, and do you already have an offer from your lender?
About 240,000, the offer should arrive next week.
Request created
- Need
- Mortgage life cover
- Amount
- About 240,000
- Deadline
- February
- Action
- Adviser appointment
What changes when an AI receptionist answers for you
Insurance brokers, insurance agents, mortgage brokers, financial advisers. In your trade, every unanswered call is an enquiry that goes elsewhere.
Without an AI agent
- A quote request called back the next day has often signed elsewhere.
- Files get stuck waiting for supporting documents.
- Renewals and expiry dates are dealt with at the last minute.
With PermanenceAI
- Website enquiries called back within minutes (campaigns, Assistant plan)
- Files completed faster thanks to document reminders
- Clients contacted before their policy renews
What the agent handles for your business
It asks the questions you would ask, in a natural order, and sends you a complete request.
- Type of need: car, home, health, income protection, life cover, mortgage
- Current situation and existing insurer or lender
- Policy renewal date
- Loan amount and term
- Documents required
- Appointment with the adviser
- Summary ready for the review
Insurance and mortgage brokers
NeedMortgage life cover
AmountAbout 240,000
DeadlineFebruary
What it changes for your brokerage
- Website enquiries called back within minutes (campaigns, Assistant plan)
- Files completed faster thanks to document reminders
- Clients contacted before their policy renews
- No more missed calls during your meetings
- No advice given by the AI: the adviser stays in charge of the file
How it works
- Step 1
The enquiry comes in
A call, a website form or a comparison site.
- Step 2
The agent calls back or answers
Within minutes, at the time the client chose.
- Step 3
It gathers the details
Need, situation, renewal date, documents required.
- Step 4
The appointment is booked
With the adviser, and the record lands in your CRM.
What’s included
The most useful modules for your trade, all available in your customer area.
AI receptionist
Answers every call, qualifies the request and transfers what matters.
See what’s includedLead qualification
AI lead qualification: the right information collected before every callback.
See what’s includedAppointment booking
AI appointment booking: confirmations, reminders and rescheduling in your calendar.
See what’s includedOutbound campaigns
Automated outbound calls: follow-ups, confirmations and check-ins, within clear limits.
See what’s includedFlow builder
No-code call automation: visual scenarios connected to over 300 tools.
See what’s includedReporting
Call analytics: volumes, durations, outcomes and conversions at a glance.
See what’s includedYour customer area, clear from the first login
Calls, appointments, leads, messages and minutes: everything is visible in one place, on desktop and mobile.
- Summary of every call and next action
- Listen to recordings and read transcripts
- Minute tracking and usage alerts
- Set up your agents without code
One secure area per customer, with its own agents, numbers and data.
Dashboard
Sample data · last 30 daysCalls
412
Appointments
96
Leads
183
Minutes
62%
- New patientAppointment Tuesday 9:30 amBooked
- Water leakPriority callback requestedUrgent
- Two-bed flat buyerViewing Saturday 11 amQualified
- Opening hours questionAnswer givenResolved
Try our agent live now
Talk to the agent from your browser, or have it ring your own phone: 30 seconds is enough to judge the voice and how it handles an enquiry from your sector.
- 14-day free trial
- 30 minutes included
- Nothing charged during the trial
- No commitment
- No setup fee
- Add minutes at any time
- Move up a plan when your volume grows
Your demo agent
Charlotte
- Australian English
- Receptionist
- Insurance and mortgage brokers
Our assistant opens right here. Start the voice conversation or type, and tell it your trade and the role to play.
Your browser will ask for microphone access for the voice conversation.
Build your team of AI agents
Each agent has a specific role. Turn on the ones your business needs; they share the same history and the same information.
Jade,AI receptionistAnswers every call, filters and transfers what matters.
Daan,Booking agentBooks, confirms, reminds and handles rescheduling.
Katie,Qualification agentAsks your questions and prepares records ready to act on.
Jack,Support agentAnswers from your documents, escalates sensitive cases.
Manuela,Follow-up agentConfirms, follows up quotes and re-engages your contacts.
Tomasz,Messaging agentReplies and confirms by SMS, WhatsApp and Instagram.Need a particular scenario? We set up a custom agent.
Jade, Daan, Katie and their colleagues are virtual AI agents: their faces are generated illustrations, not real people.
Useful integrations
Your calendar, CRM, messaging and telephony stay the same: the agent connects to them.
Google Calendar
Free slots and live bookings.
Outlook
Microsoft calendar kept in sync.
Cal.com
Appointment types and teams.
Calendly
Bookings on your events.
HubSpot
Contacts and deals kept up to date.
Zoho CRM
Leads created after every call.
GoHighLevel
Lead Connector and pipelines.
Google Sheets
One row per enquiry, no retyping.
Work out your return on investment
Enter your call volume: the calculator picks the cheapest plan for that volume, shows the real per-minute price and compares it with the cost of a human receptionist.
Assumptions: 1 min of wrap-up work after each call for an employee, 20% of missed calls become customers. Prices excl. tax in US dollars; phone number extra. Indicative estimate, to compare with your own figures.
Prices excl. tax, no commitment, no setup fee
For the insurance and mortgage brokers sector, we recommend the Assistant plan. Start with the free trial: 14 days and 30 minutes included.
See the Assistant plan details
Receptionist
Sole traders and small businesses
$99
excl. tax / month
350 min / month
that’s $0.28 excl. tax / min
+ dedicated number from $5.99 / month
- 1 AI voice agent answering 24/7
- 2 concurrent calls
- 1 phone number and 1 knowledge base
- Connected calendar and web widget
- Call transfer to your team
- SMS, WhatsApp and Messenger (message credits as needed)
Assistant
Local businesses with steady call volume
$249
excl. tax / month
1,000 min / month
that’s $0.25 excl. tax / min
+ dedicated number from $5.99 / month
- Everything in Receptionist, plus:
- 3 agents, 5 concurrent calls
- 3 numbers, 3 knowledge bases, 3 in-call tools
- 3 follow-up campaigns
- Flow builder and automations (5,000 runs / month)
- 1 cloned voice
- 1,000 message credits a month (≈ 500 written replies)
Call Centre
Teams, multiple departments and high volumes
$499
excl. tax / month
2,300 min / month
that’s $0.22 excl. tax / min
+ dedicated number from $5.99 / month
- Everything in Assistant, plus:
- Unlimited agents, campaigns and knowledge bases
- 20 concurrent calls, 10 numbers
- 3 cloned voices, 50,000 automations / month
- Custom dashboards
- Priority support
- 3,000 message credits a month (≈ 1,500 written replies)
Not ready for a plan? Pay as you go: $0.39 excl. tax per minute, no subscription. Add credit whenever you like (Add credits); it never expires. A plan costs less as soon as your calls are regular.
- Add minutes at any time
- Move up a plan when your volume grows
Prices in US dollars (USD), excl. tax — local taxes added where applicable. Dedicated number from $5.99 excl. tax per month, depending on the country.
What’s included in your interface
Each row matches a page or feature you will find in your customer area. Nothing else is hidden behind a button.
| In your interface | Free trial | Receptionist | Assistant | Call Centre | Custom |
|---|---|---|---|---|---|
| Price excl. tax / month | $0 | $99 | $249 | $499 | On quote |
| Included minutes | 30 minutes over 14 days | 350 min / month$0.28 excl. tax / min | 1,000 min / month$0.25 excl. tax / min | 2,300 min / month$0.22 excl. tax / min | Volume tailored to your business |
| Extra minute | — | $0.39 | $0.36 | $0.32 | — |
| Dedicated phone number | — | from $5.99 / month | from $5.99 / month | from $5.99 / month | — |
| Agents and calls | |||||
| AI voice agentsNumber of agents you can create, inbound or outbound. | 1 | 1 | 3 | Unlimited | Unlimited |
| Concurrent callsCalls handled at the same time: nobody waits, even at peak hours. | 1 | 2 | 5 | 20 | Custom |
| Call historyRecordings, transcripts and summaries of every call. | |||||
| Transfer to a personThe agent hands the call over to your team when needed. | |||||
| Secondary languagesThe agent detects the caller’s language and replies in it. | |||||
| Cloned voicesA voice created from a recording of your own. | 1 | 3 | Custom | ||
- Included
- Not included
- Number = plan limit
Everything included, zero API keys
The best AI models, voices and transcription engines are already plugged into your customer area. No account to open with each provider, no keys to copy, just one invoice.
- No API keys to manage
- Switch model or voice in one click
- One invoice, in US dollars excl. tax
Language models
The agent’s brain: it understands the request and decides how to respond.
- OpenAI GPT-5
- Anthropic Claude
- Google Gemini
- Meta Llama
Real-time voice
Models that listen and speak directly, for the most natural conversations.
- OpenAI Realtime
- Gemini Live
Text-to-speech
Hundreds of natural voices, in more than 30 languages.
- ElevenLabs
- Cartesia
- Microsoft Azure
- Inworld
Transcription
Fast speech recognition, even over the phone.
- Deepgram
- ElevenLabs Scribe
- Gladia
- Soniox
- Microsoft Azure
Channels
The same agent answers wherever your customers message or call you.
- Phone
- SIP
- Messenger
- Web widget
Brands are mentioned for descriptive purposes only: they belong to their respective owners and refer to the technologies available in the customer area, with no partnership with these companies. The list evolves with the platform.
Security and compliance for your AI calls
Your calls contain information about your customers. The platform gives you the settings to protect it and respect their choices.
Consent and opt-out
Consent to callbacks, handling of refusals, permitted calling hours and an exclusion list.
Data protection
Encryption in transit, account-protected access and configurable retention periods.
Traceability
Call history, transcripts and an activity log for every account.
Access control
Each customer has their own secure area; the agent only accesses the information you give it.
Regulatory readiness
Tools to apply data protection law: information, right of access, deletion of calls and recordings, retention. Data processing agreement (DPA) on request.
Infrastructure
Platform hosted with established cloud providers, with backups and monitoring.
Frequently asked questions — Insurance and mortgage brokers
No. It recommends no product and gives no financial opinion. It gathers information, answers practical questions (documents, timescales, appointments) and books a slot with an adviser.
Yes, with campaigns on the Assistant plan: the person asked to be called back, so the call is legitimate. It goes out within minutes, during the hours you allow.
Best avoided. Marketing calls must respect the TPS in the UK and the Do Not Call Register in Australia, and you must be able to prove consent where it is required. Call your clients and the prospects who asked, and honour any objection.
Yes, with your clients: the agent reminds them which documents are needed, offers to send them and gets in touch before a policy renews to set up a review appointment.
Get in touch: leave your number and we’ll call you back
An adviser will call you back to look at your case.
Other sectors
Home services
AI receptionist for trades: emergencies filtered and enquiries qualified while your teams are out on jobs.
See the home services page
Dental practices and clinics
Dental receptionist AI: appointments, confirmations and rescheduling handled without interrupting treatment.
See the dental practices and clinics page
Physio and allied health
AI receptionist for physios and allied health: sessions booked and rescheduled without leaving your patient.
See the physio and allied health page
Veterinary practices
AI receptionist for vet clinics: emergencies triaged and appointments booked while your team is in surgery.
See the veterinary practices page
Real estate
Real estate call answering: buyers, sellers and tenants qualified even when your agents are out on viewings.
See the real estate page
Garages and automotive
Your garage booking line, answered: workshop bookings and quotes prepared without interrupting the front desk.
See the garages and automotive page
Hair salons and barbers
AI receptionist for hair salons and barbers: appointments booked by phone while you cut, colour or trim a beard.
See the hair salons and barbers page
Beauty and wellbeing
AI receptionist for beauty salons and spas: treatments booked by phone while you are with a client.
See the beauty and wellbeing page
Restaurants and hospitality
Restaurant phone bookings handled by AI, with customer questions answered without interrupting service.
See the restaurants and hospitality page
Law firms and accountants
AI receptionist for law firms and accountants: calls screened and new matters qualified while you’re busy.
See the law firms and accountants pageE-commerce
RequestOrder tracking
OrderNo. 48213
StatusOut for delivery
E-commerce
Order tracking, returns and product questions handled at any hour, without swamping your customer service.
See the e-commerce pageLettings and block management
IssueWater leak
PropertyFlat 12, 8 Queen’s Rd
UrgencyHigh
Lettings and block management
Tenant issues triaged day and night, viewing requests qualified and landlords kept informed, without swamping your property managers.
See the lettings and block management pageAesthetic medicine and cosmetic surgery
RequestFirst consultation
PractitionerDr Taylor
SlotTuesday 11 am
Aesthetic medicine and cosmetic surgery
Consultation requests qualified, appointments confirmed and no-shows reduced, with no medical advice given by the AI.
See the aesthetic medicine and cosmetic surgery pageReady to stop missing calls?
14-day free trial — 30 minutes included — prices excl. tax — no commitment, no setup fee
Talk to an adviser
Leave your number: we will call you back to answer your questions.
Prices in US dollars (USD), excl. tax — local taxes added where applicable. Dedicated number from $5.99 excl. tax per month, depending on the country.