Insurance brokers & agents
Advice requests, policy reviews, quote comparisons and claims help – captured in a structured way.
What Anni handles here
- Service for existing clients changes as a ticket with complete data.
- Switching/cancellation: deadlines and next steps documented.
- Pre-qualifies new clients and books consultations.
Typical calls
- Request new insuranceUse case, timing, budget
- Check/compare a policyDocuments via upload link
- Change to an existing policyVehicle, address, co-insured persons
- Cancellation / switchingDeadlines, status, next steps
SetupHow to prepare for launch4
- Define product linesPersonal + SMB
- Required questions per productshort, standardized
- Appointment types & buffers15/30/45 min per topic
- Upload link + templatesPolicies, next steps
WorkflowsWhat Anni actually does4
Lead qualification4–6 points: topic, start date, special circumstances, contact.
Consultation + document listBooks the appointment and sends a checklist.
Structured policy changesWhat's changing, and as of when? A summary goes to the team.
Switching/cancellation flowGoal, deadlines, list of next steps.
IntegrationsData sources and systems3
CRM / broker softwareContacts, contracts, notes
CalendarConsultations + buffer
Document uploadPolicies, proof
Integrations with your own systems are available from the Business package.
Measurable impactMetrics that change4
↑Appointment show-up rate
↑Inquiry quality
↓Repeat calls
↓Time to quote
Privacy & limitsWhat deliberately doesn't happen2
No coverage commitmentsAnni collects information – commitments stay with the broker.
Data minimizationOnly relevant details. Sensitive documents via a secure link.
PitfallsCommon mistakes and how to avoid them2
- Too many open questions4–6 required questions per product line.
- Missing documentsUpload link + checklist right after the call.
Frequently asked questionsShort, honest answers2
Can Anni compare quotes?Not on her own, but she can collect all the information needed.
How do you avoid false expectations?Clear wording + a written summary after the call.
