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Voice AI for brokerages and agencies

Captures the full Schadenmeldung, answers policy and premium questions, books advisor callbacks, and writes the next step into your Maklerverwaltungsprogramm — without giving insurance advice.

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10:42

How Voice AI sounds in brokerages and agencies

Auto claim filing

1:39

Renters insurance inquiry

1:47
In the file

Where Voice AI shows up in an insurer day.

Five recurring moments where the agent intakes first — so adjusters and brokers see structured cases instead of half-finished voicemails.

  • Claims agent at a clean desk reviewing a tablet form, calm warm office.

    Claim intake

    Basics of a claim get captured before it reaches an adjuster, so urgent or incomplete cases stand out fast.

  • Insurance broker at a tidy desk with a single document and a phone headset.

    Policy & billing questions

    Coverage, billing, and document questions get qualified before they go to a specialist.

  • Office worker on the phone reviewing a single contract document in soft daylight.

    Renewal follow-up

    Renewals, missing documents, and callback requests get followed up before they pile into backlog.

  • Empty desk in a quiet office with a single folder and a phone, soft warm light.

    Document & status updates

    Status checks and document follow-ups stop crowding the queue your sales and service teams own.

  • Two brokers calmly meeting at a clean wood table with a single laptop.

    Broker routing

    Calls reach the right specialist with context already attached, instead of starting from zero.

Try it now

Test the Agent live.

Enter your number — your phone rings within 30 seconds.

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Three steps to live

Bring Voice AI into the brokerage — step by step.

A clear path, visible relief at each step — and a team that quickly sees what the agent is for after a Monday-morning storm queue.

01

Pick the call type

You choose the 1–2 call types that block the team most — Schadenmeldung, policy and premium questions, address changes, renewal callbacks.

Visible within days: where routine calls eat up advisor and Sachbearbeitung time.

02

Set answers and limits

You decide what the agent may read back from the file, what it captures into the MVP, and when it routes the call to a §34d / §34i licensed advisor.

Consistent answers, clean handoff — Versicherungsberatung stays with the licensed team.

03

Run it live

The pilot runs on real routine calls. Each week the numbers show what works and where to fine-tune.

Four weeks of controlled operation — no annual contract.

What changes

What we measure in the first month

Routine call share

Calls the agent fully resolves vs. those passed to an advisor or claims handler.

Right-moment handoffs

How often the AI hands off at the right moment — when a human is genuinely needed.

After-hours requests captured

Structured by category — claim, policy, premium, address, document — sorted by your rules.

Structured Schadenmeldungen vs. emails

Share of inbound claims that arrive complete from the call instead of half-written by email.

Happy to support the rollout too — from the first call type to live across branches. Book a short demo and we'll show you how it would look in your brokerage.

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Stack

We meet your stack.

And anything else with an API. We connect to your systems — you don't switch.

Phone systemsBroker and agency systems

  • Telekom

  • Vodafone

  • Microsoft Teams

  • NFON

  • sipgate

  • placetel

  • STARFACE

  • 3CX

  • Enreach

  • peoplefone

  • Aircall

  • Twilio

  • assfinet (AMS)

  • VIAS (Acturis)

  • NAFI

  • Keasy (vfm)

  • meinMVP

  • openVIVA c2

  • Professional works (DEMV)

  • Smart InsurTech

  • Levelnine

  • Morgen & Morgen

  • Franke und Bornberg

  • Mr-Money

  • Salesforce FSC

  • inSign

  • Skribble

and many more

FAQ

Voice AI in
brokerages and agencies.

Where does customer and policy data go on a call?

Calls run on GDPR-aligned infrastructure. The data flow — what is captured, where transcripts live, who can read them, how long they're kept — is documented for your DPO before the pilot starts. Your MVP stays the source of record.

Will it connect to our Maklerverwaltungsprogramm?

assfinet (AMS), VIAS, Keasy, meinMVP, openVIVA c2, Professional works, and Smart InsurTech all connect through their existing interfaces — including BiPRO flows where you already use them. NAFI, Morgen & Morgen, Franke und Bornberg, Levelnine, and Mr-Money are reachable for tariff and condition lookups. Anything else with an API connects the same way.

Does the agent give insurance advice?

No. The agent triages, qualifies, captures the Schadenmeldung, and books the broker callback. It reads back what is on file — coverage, deductible, premium status — but it does not give Versicherungsberatung. That line stays with your §34d / §34i licensed advisors. It's the same hard line as a healthcare agent that does not give medical advice.

What does the team see at 8am on Monday?

Weekend calls arrive structured by category — claim, policy, premium, address, document — sorted by your rules. Not a voicemail list. The Schadenbearbeitung opens the day with a queue, not a backlog.

How does this fit with BaFin and IDD obligations?

The agent operates inside the bounds your regulator already sets. It does not give advice, it documents what was said, and it routes anything that requires a §34d / §34i licensed advisor to a human. Transcripts, retention windows, and routing rules are signed off by your compliance lead before the pilot starts.

What if the pilot doesn't work for our brokerage?

Four weeks of pilot operation, success criteria agreed up front, no annual lock-in. If the numbers don't move, you decide against the rollout — and keep what you learned about your call mix.

Why itellicoAI

Voice AI that fits how European operations actually work.

GDPR in the call path. Voice tuned for EU/DACH. Calls tied to outcomes, tasks, and audit — without your team gluing it together.

Scoped launches, not pilots that drift.

Goal, knowledge, handoff rules, and provider choices are written down before live traffic. The rollout has an owner, a path, and an end date — not just a kickoff deck.

Plan

Scope, goals, owners

Train

Knowledge + providers

Test

Quality review

Live

Production traffic

Telephony that holds under load.

Multi-carrier routing, monitored failover, and runtime observability — so transfers actually go through and call records stay intact when traffic spikes.

99.95% uptime

Fluent in any language.

Same agent logic across English, German, French, Italian, Spanish, and 45+ more — with per-workflow language pinning and regional accent handling when it matters.

ENHow can I help you today?
DEWie kann ich Ihnen helfen?
FRComment puis-je vous aider ?
ITCome posso aiutarla?

+ 45 more languages

Low-latency calling across Europe.

Optimized WebRTC and SIP infrastructure — callers hear no delay, anywhere in Europe.

  • Frankfurt
    25ms
  • Vienna
    35ms
  • Amsterdam
    45ms
  • London
    65ms
  • Madrid
    95ms

Every call has an owner after it ends.

Reviews, follow-up tasks, and handoffs all tie back to the source conversation. No re-reading transcripts in a spreadsheet to figure out what to do next.

Quality Studio
Follow-up tasks
Handoff rules
Audit log + exports

Want to see this live?

Hear how voice AI sounds in your industry — and where it delivers impact first.

Book a demo