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Professional Services

AI Voice Systems for Insurance Brokerages

Quote requests decay in minutes and claims calls arrive at the worst moment of a client’s week. Voicemax captures quote data instantly, routes claims with urgency, and keeps renewals from lapsing quietly.

Most systems are live within a week.

150+

Businesses supported by our team

20+

Industries with live voice systems

99.9%

Platform uptime across deployments

The problem

The operational challenge

The pressures we see most often on insurance brokerages phone lines.

Quote leads decay fast

A shopper calling for a quote is comparing three brokers right now. Voicemail loses the account.

Claims calls need immediacy

Clients calling after an accident or loss need a person immediately, at any hour.

Renewals lapse unnoticed

Renewal outreach is deferred behind daily service work until policies quietly lapse.

What the agent handles

Tasks the AI handles

  • Capture quote requests with full risk detail
  • Route claims calls by urgency and line of business
  • Handle policy service — changes, cards, certificates
  • Run renewal and cross-sell outbound campaigns
  • Answer coverage and billing questions
  • Book appointments with the assigned producer

Most systems are live within a week.

Integrations

Integrates with your software

  • Applied Epic
  • AMS360
  • EZLynx
  • HawkSoft
  • Salesforce
  • HubSpot

Bookings, records, and follow-ups are written into your existing systems in real time.

How it gets built

How it gets built

We map how insurance brokerages handle calls today, design the system around it, and manage it from there.

01

Discovery

We begin by learning how calls actually move through your business.

02

System design

We draw the system around what we found, not around a template.

03

Build and integration

We build it and wire it into the tools your team already uses.

04

Testing and optimisation

We run it against real call scenarios and fix what breaks, before a customer ever hears it.

05

Deployment

We move your traffic across with monitoring and escalation already switched on.

06

Continuous improvement

Live calls become the feedback loop, and the system keeps getting better from there.

See the full process

FAQ

Common questions

Can it take first notice of loss?
It captures structured FNOL details — date, loss type, parties, description and contact information — creates the record in your agency management system and routes by severity to the right claims contact, including outside business hours.
Does it work across personal and commercial lines?
Yes. The qualification logic differs by line, so the agent asks personal auto questions on one call and commercial property questions on the next, routing each to the correct producer.
How quickly can we go live?
Most businesses are live within a week, sometimes sooner. We handle everything from call routing to conversation design during onboarding.
Do callers know it is an AI?
Our voice agents are trained to sound natural, warm, and professional, and they disclose it honestly when asked. Most callers simply notice that the phone was answered right away.
Do we have to change our phone number?
No. We integrate with your existing phone system through simple call forwarding. Your number stays the same.

Related

Other industries we serve

Law Firms

A potential client with a legal problem calls three firms and retains whoever answers.

Read more

Accounting Firms

From January to April your phone volume triples and your capacity does not.

Read more

Consulting Firms

Inbound consulting inquiries are rare, valuable and easy to lose.

Read more

Next step

Considering AI voice for your business?

Schedule a time to talk with our team.

Most systems are live within a week.