AI phone assistant for finance and insurance, every lead qualified at once.

Does this fit your business? Book your strategy call directly at our booking calendar or write to info@ki-telefonassistent.co.

Brokers are in meetings and client conversations, the phone runs on the side. That is exactly when the prospect wanting to compare a policy calls, or the existing client with a claim. The assistant answers every call, qualifies new prospects by need, line of business and timeframe and books a consultation with the right advisor. Existing clients with claims or service requests it guides through the necessary details and opens a clean case the back office continues. Pure information seekers and off-topic requests it sorts before they tie up time. So you lose no lead to faster competitors and relieve your back office at once. GDPR-aware with servers in Germany or the EU, which matters especially for financial and personal data.

A prospect filled out a rate comparison in the evening and calls right away because he wants to decide. Instead of voicemail he reaches the assistant, which records need and line of business and books a consultation for the next morning with the responsible advisor. In parallel an existing client reports a car claim, the assistant records the key details and opens the case. In the morning the team finds a qualified appointment and a finished claim report.

Voicemail costs deals in a speed-driven market, because prospects call on immediately. A call center does not qualify by line of business and need. The AI phone assistant answers every call, qualifies and schedules with the right advisor and takes claims intake, around the clock and GDPR-aware.

Want to see how this looks for you specifically? Book your strategy call: Book a strategy call or write to info@ki-telefonassistent.co.