Insurance Brokerage · VOCALIS AI
VOCALIS handles your inbound calls, qualifies prospects, books appointments and follows up — 24/7, with emotional intelligence adapted to the sensitivity of insurance topics.
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Insurance brokers face structural pressures that VOCALIS AI directly addresses.
Up to 40% of inbound calls go unanswered during peak times or outside office hours, representing lost revenue.
Your advisors spend hours qualifying prospects who don't match your offering, reducing time available for actual sales.
Renewals, claims follow-ups, cross-selling: managing the customer relationship requires constant attention.
Comparators and online insurers put pressure on margins. Speed and quality of response become decisive differentiators.
A voice agent trained on insurance business specifics, capable of handling complex conversations with empathy.
VOCALIS answers every call, qualifies the need (auto, home, health, life, professional liability…) and books the appointment directly in your CRM. No more lost leads outside business hours.
Insurance is often associated with anxiety-inducing events (accident, illness, bereavement). VOCALIS detects emotional signals and adapts its tone: reassuring, empathetic, professional.
The agent collects essential information: type of insurance sought, current situation, budget, timeline. Your advisors receive a complete file before each appointment.
VOCALIS proactively contacts your customers before contract renewals, reducing lapse rates and identifying cross-selling opportunities.
On initial contact following a claim, VOCALIS reassures the customer, collects information and routes to the right advisor or partner, reducing response time.
Native connection with your management tools (Salesforce, HubSpot, Zoho, or proprietary software). Every interaction is automatically logged.
VOCALIS customers in the insurance sector observe significant performance improvements within the first 3 months.
Qualified leads processed
Missed calls and lost prospects
Advisor productivity
Availability without additional cost
A prospect calls after an accident. VOCALIS identifies the emergency, collects information about the vehicle, driver and circumstances, reassures the customer, and immediately transfers to an available advisor with a complete summary. Stress reduced, processing time cut by 40%.
Inbound request for a quote following a move. VOCALIS qualifies the property (type, surface area, location, value of possessions), identifies existing coverage and books an appointment with the right advisor. Conversion rate improved by 28%.
A customer approaching retirement wants to review their health coverage. VOCALIS engages an empathetic conversation, assesses needs (hospitalisations, optical, dental, hearing), and schedules a personalised appointment. Sensitive topic handled with tact.
An SME manager needs professional liability coverage. VOCALIS collects information about the activity, number of employees, current coverage and specific risks. A qualified appointment is booked with an expert advisor.
Insurance is a regulated sector. VOCALIS is designed to meet the strictest requirements.
All conversations are processed in compliance with GDPR. Data is hosted in Europe, encrypted and never resold. Opt-out respected in real time.
Every interaction is logged with timestamp and full transcript. Simplified audit in case of regulatory control or dispute.
VOCALIS integrates the specific requirements of the insurance sector: information obligations, pre-contractual disclosure, cooling-off periods.
VOCALIS connects to your existing tools in under 48 hours.
Audit of your current processes, identification of use cases and configuration of the voice agent specific to your brokerage.
CRM and telephony integration. Testing of main scenarios: qualification, booking, follow-up.
Team training, final adjustments and live deployment. Your VOCALIS agent is operational.
Ongoing monitoring, performance optimisation and first ROI report for your brokerage.
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"Since deploying VOCALIS, we've reduced missed calls by 65% and our advisors now spend 80% of their time on high-value interactions. The ROI was achieved in less than 2 months."
Mathieu R. — Director, Independent Insurance Brokerage
Discover how VOCALIS AI can increase your revenue while reducing your operational costs. Free demo, no commitment.
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