AI renewal & lead engine for an independent insurance broker
AI lead responseAutomatic follow-upsDaily renewal enginePersonalised draft messagesAll product lines in one viewBusiness intelligenceYou stay in control
Request a demoAI automation that answers, books and follows up while you work
We build AI agents and automated workflows around the way your business already runs. They reply to customers in seconds, qualify and book leads, and take repetitive admin off your team, every hour of the day.
- Typical build time
- 1–2 weeks
- Runs
- 24/7, on your channels
- Works with
- Your CRM, email, WhatsApp and calendar
What we automate
- AI chat agents
- Answer questions on your website, Instagram or WhatsApp using your own information, and hand over to a person when needed.
- AI voice agents
- Pick up calls, answer common questions and capture details so no enquiry is missed after hours.
- Booking agents
- Check availability and book appointments or site visits straight into your calendar.
- Lead response
- Reply to every new lead within seconds, ask qualifying questions and route the good ones to you.
- Email, WhatsApp & SMS automation
- Follow-ups, reminders, renewals and re-engagement messages that send themselves.
- CRM & data automation
- Keep records up to date, move data between tools and stop copying and pasting between systems.
- Documents, quotes & invoices
- Generate quotes, invoices and reports from your data in the right format, automatically.
- Custom automation
- If your process is unusual, we design an automation around it rather than forcing it into a template.
How a project runs
Map the process
We walk through the task with you and find where time is lost or leads slip through.
Design the agent
We decide what it should say, what it should never do, and when it hands over to a person.
Build and connect
We build it and connect it to your CRM, inbox, calendar or messaging apps.
Test and launch
We test with real scenarios, adjust, then switch it on.
Improve
We review conversations and results and keep tuning it.
What you get
- A working automation connected to your tools
- Testing with real examples from your business
- A short guide for your team
- Support after launch while it beds in
Pricing depends on scope. We send a tailored quote after a free discovery call.
Get a quoteAI automation projects
24/7 AI customer support agent
Omnichannel — web, Instagram, Messenger, WhatsAppInstant FAQ responsesOrder trackingProduct recommendationsSize & fit assistanceReturns & exchangesCart recoveryLead captureUpselling & cross-sellingSmart escalation to humansPost-purchase feedbackReview request automationCustomer insightsAnalytics dashboard24/7 availability
Request a demoIn our clients' words
Business owners we've worked with, on video. Play any card to hear from them directly.
Common questions
How long does an AI automation project take?
Most AI automations are built in about 1–2 weeks. Larger or fully custom systems are scoped on a discovery call.
Will the AI say things it shouldn’t?
Each agent is given your information and clear rules about what it can and can’t answer. When a question is outside those rules, it hands over to a person.
Which tools can you connect to?
We regularly connect to CRMs, email, WhatsApp, SMS, calendars, spreadsheets and website chat. If you use something specific, tell us on the call and we’ll confirm.
How much does AI automation cost?
It depends on what the automation needs to do and which systems it connects to. We send a tailored quote after a free discovery call.
Let's build something that grows your business
Tell us what you need help with. A free discovery call is the first step, and we reply within one business day.
Have a quick question? Ask Inphox, our AI assistant — bottom-right, any time.