More policies renewed. Same brokers.
Handling quote requests, renewals, claims, cover reviews.
Every call ends with the policy already moving.
- 00:02Caller
I need van insurance. My current one ends next Friday.
- 00:07Jessica
Happy to help. What is the registration, what do you use it for, and any claims in five years?
- 00:16Caller
YF21 KXR. Carrying my own tools and materials. No claims.
- 00:21Jessica
Thanks, Liam. Priya will have quotes from our panel to you by noon tomorrow.
- Vehicle
- YF21 KXR, Ford Transit Custom
- Use
- Carriage of own goods
- Drivers
- 1 named, age 34
- Claims, 5 yrs
- None
- No claims
- 5 years
- Cover from
- Fri 17 Oct
- Acturis: prospect created, commercial van
- Acturis: risk details captured, no claims
- Task: Priya quotes by 12:00 tomorrow
You choose who goes to a person. How handover works · What AI does on every call
Already on these? We plug in.
- Applied Epic
- Google Calendar
- Make
- Microsoft Teams

- Zendesk
- Docusign
- Gmail / Google Workspace
- Airtable

- HubSpot
- n8n
- Salesforce
- WhatsApp Business
- Freshdesk
- Google Sheets

- EZLynx
Trademarks belong to their owners. Shown to name the systems we connect to, not a partnership.
Where do your policies get lost?
Quote requests wait for a handler
Risk details taken on the first call. Quotes out the next morning.
Renewals lapse without a call
Every client called before renewal, changes noted, review booked.
One-policy clients never cross-sold
Existing clients called about the cover their trade usually needs.
Claims calls ring out after hours
First notice of loss taken day or night, insurer notified.
Questions insurance brokers ask.
By market: UK insurance brokers · US insurance brokers
