Industries
Keep insurance enquiries moving
Follow up on eligible enquiries, explain approved processes and arrange a conversation with the right adviser.
15 minutes with our team. See how Skysay fits your call flow.
The homepage demo is a general AI agent, not a specialist for this industry.
Industries
Insurance & brokers
Caller
“I requested a quote, but I am unsure what the policy covers.”
What the call captures
- Enquiry or policy reference
- Customer question
- Adviser follow-up
Illustrative result
Adviser callback requested
A focused flow for your team
Use separate flows for requested quote callbacks, eligible renewal reminders and routine claim-status enquiries. Supply current policy or enquiry context through a tested connection. The AI agent captures questions and arranges authorised human help; it does not recommend cover, decide eligibility or promise a claim outcome.
Who it is for: Insurance brokers and insurers handling enquiries and policyholder follow-up.
What the call captures
- Enquiry or policy reference
- Customer question
- Adviser follow-up
Written illustration, not a live call or a customer result.
Caller
I requested a quote, but I am unsure what the policy covers.
Skysay AI agent
I can record your question and arrange a callback from an authorised adviser.
Illustrative result
Adviser callback requested
Set the boundaries before launch
Verify identity before discussing policy or claim details. Keep advice, underwriting, binding cover and claim decisions with authorised people or systems. Escalate vulnerability, disputes and questions outside approved information. A renewal request is not confirmed cover.
Your systems need an assessed, tested integration. Actions are confirmed only when the connected system confirms them.
Use outbound calls only when the contact, purpose and AI call type are permitted for the customer’s location. Check current permissions and suppressions before calling, honour opt-outs and apply agreed contact limits. An existing account or previous enquiry alone is not permission. Cold outreach and purchased or scraped lists remain blocked. Confirm the flow is allowed by Skysay and your voice and carrier providers before launch.
Questions about the setup
Can the AI agent recommend or renew a policy?
It can capture a request and explain approved administrative steps. Advice and binding changes stay in your authorised process; only a confirmed result from that process may be described as completed.
Does this work with our existing tools?
Your CRM, calendar or booking system needs its own assessed and tested connection. A named native integration is not assumed.
What do we need to prepare?
Bring a sample call, approved business information, your preferred languages and the result you need. Agree the fallback and test it before routing live calls.
How is usage priced?
Costs depend on the call direction, destination, selected voice setup and usage. Check current pricing before estimating your workflow.
Tell us what you want to handle
Share the call type and the outcome you need. We’ll use your enquiry to discuss the setup and any required connections.
Ready to configure it yourself?
15 minutes with our team. See how Skysay fits your call flow.
Explore a related flow
Use cases
Lead & quote follow-up
Follow up on requested calls and quotes where the contact and purpose are eligible.
Use cases
Customer retention & win-back
Understand why customers leave, reconnect with eligible inactive customers and follow up when a renewal or repeat service is due.
Use cases
Customer support
Use approved business information for common questions, with a clear route for unresolved enquiries.