For insurance / mortgage broker
Here's what we'd build for a insurance / mortgage broker.
clients submit forms and call; fast follow-up wins the deal.
Industry context
- Money channel
- phone and website enquiry forms
- Avg ticket
- £300–£3,000 commission per client
- Recovered revenue / mo
- £1,500
- conservative · per the first automation
Three things we'd build first
- 01
AI receptionist
A 24/7 voice assistant that answers calls and books appointments by phone.
- Recovered
- £2,250/mo
- Time
- 10hrs/wk
individual timeline
- 02
Lead capture & routing
Every enquiry is captured, qualified and routed to the right person in seconds.
- Recovered
- £2,100/mo
- Time
- 6hrs/wk
individual timeline
- 03
Form → enrichment → CRM pipeline
Every new lead arrives with the company info, role and intent already filled in.
- Recovered
- £1,950/mo
- Time
- 4hrs/wk
individual timeline
What your customer would see
Thanks for calling Smile Dental — I can book you in for a check-up. Would Thursday at 3pm or Friday at 10:30am suit?
The numbers for insurance / mortgage broker
- Time saved
- 5hrs/week
- Typical build
- Individual
- Recovered
- £1,500/mo
Also worth considering
Instant web-enquiry replies
Every form submission gets a tailored reply in under a minute.
Review collector
After every appointment, a polite SMS asks happy customers to leave a Google review.
Reactivation
Brings back customers you haven't seen in a year — automatically.
Quote follow-up
Estimates don't go cold — they get a polite, persistent follow-up sequence.
Invoice & receipt OCR
Supplier invoices land in your accounting system, already coded.
Custom reporting dashboard
Live numbers from every tool you use, in one page you actually open.
Internal admin portal
An internal tool so your team stops living in spreadsheets.
Inventory & price sync
Stock, prices and orders kept in sync across every channel.
Send me a tailored demo for my insurance / mortgage broker.
Leave a request and we'll send a 2-minute video showing what one of these would look like running in your business. We write the demo ourselves — no canned sales script.