Pre-qualify prospects, handle quote requests and ensure regulatory compliance around the clock with conversational AI built for brokers, financial advisors and insurance companies.
Advisors spend hours on discovery calls with prospects who may not be a good fit. Automating initial qualification saves valuable time.
Financial services must comply with strict regulations. Every client interaction needs to be secure, trackable and Law 25/GDPR compliant.
People compare insurance quotes and financial products in the evening. Without 24/7 availability, leads go to the first broker who responds.
The chatbot collects financial situation, needs, budget and timeline before your team engages. Each prospect receives a lead score from 0 to 15. Learn more about automated lead generation with chatbots.
Visitors provide property details, coverage needs or investment goals directly in the chat. The information is structured and sent to the right advisor.
AES-256 encryption, Canadian hosting, Law 25 and GDPR compliance out of the box. All conversations are logged and auditable. Privacy built for professional services standards.
Track every prospect from first inquiry to signed policy. Automated 3-step follow-up sequences re-engage cold leads. Built-in CRM pipeline manages the entire sales funnel.
A homeowner needs a quote for their new property. The chatbot collects all necessary information, scores the lead and books a callback with the right broker for the next morning.
A prospect asks about RRSP contributions and retirement planning. The chatbot provides general guidance, qualifies their portfolio size and connects them with a certified advisor.
Automated follow-up sequences remind clients about upcoming policy renewals, collect updated information and schedule review meetings. This approach also works for real estate and B2B SaaS renewal cycles.
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