01
Request queue
Incoming requests classified so the team can act.
KelviaKelvia for Insurance Brokers
AI intake for insurance enquiries
24/7
consultation capture
13
supported languages
Calendar
availability before booking
Forms
structured intake
The Problem
The insurance intake problem
- ✕Quote requests arrive with missing policy and renewal details.
- ✕Claims, renewals and new business need different flows.
- ✕Brokers lose time calling back just to collect basics.
- ✕Sensitive conversations need a controlled handoff path.
The Solution
How Kelvia qualifies insurance demand
- Captures policy type, claim type, renewal date and contact details when configured.
- Books broker consultations after checking calendar availability.
- Uses intake forms for deeper structured data on professional plans.
- Saves leads with summary, urgency and intent.
- Escalates to verified staff when a person should take over.
Most wanted workflows
The workflows teams in insurance brokers ask Kelvia to handle first
Kelvia starts with insurance brokers vocabulary, services, FAQs and routing, then keeps every outcome visible in the dashboard.
Works in any vertical
5-minute startup
Start from insurance brokers presets, add services or FAQs, and test the front desk before sending real traffic.
Works in any vertical
Answers questions
Handles common questions about services, hours, prices, policies and availability in the language of insurance brokers.
Works in any vertical
Customer memory
Keeps customer context, consent and conversation history tenant-scoped so repeat customers do not start from zero.
Most wanted in Insurance Brokers
Policy intake
Captures auto, home, health or commercial policy interest from configured fields.
Most wanted in Insurance Brokers
Broker consultations
Books calls or meetings with the right broker after checking availability.
Most wanted in Insurance Brokers
Structured forms
Collects deeper quote or claim data through intake forms when enabled.
Product screens
Dashboard views for insurance brokers
Product screenshots captured from demo tenants, cleaned of test banners and setup tips.
02
Unified inbox
Leads, bookings, messages and failures in the same workflow.
03
Analytics
Volume, outcomes and operating performance by channel.
04
Online reputation
Alerts and tasks for protecting reviews and feedback.
05
Customer memory
History, context and next actions for each customer.
06
Mobile inbox
The same operation on mobile without losing the first fold.
Workflow Conversation Preview
See how the conversation works
An example conversation between a customer and your AI front desk, handling a typical insurance brokers inquiry from first message to structured outcome.
Insurance Brokers — AI front desk
AI
Good morning, Shield Brokers. What type of policy or insurance matter can I help with?
I need a car insurance quote. My renewal is next month.
AI
I can collect the quote details and renewal timing. Would you like a broker consultation as well?
Yes, this week if possible.
AI
I have Wednesday at 10:30 and Friday at 13:00. Which works better for the broker call?
Example based on configured Kelvia workflows
Built for insurance brokers
Pre-configured capabilities designed specifically for insurance brokers. Works out of the box, then you customize everything from the dashboard.
Policy intake
Captures auto, home, health or commercial policy interest from configured fields.
Broker consultations
Books calls or meetings with the right broker after checking availability.
Structured forms
Collects deeper quote or claim data through intake forms when enabled.
Lead summary
Saves reason, urgency and customer details for follow-up.
Verified escalation
Transfers sensitive or high-value cases to verified staff.
Omnichannel capture
Handles voice and chat with the same insurance rules.
Real-world use cases
Where Kelvia fits into day-to-day insurance brokers operations.
01
Quote capture
Turn inbound quote requests into structured leads.
02
Renewal reviews
Collect timing and policy context before the broker call.
03
Claim routing
Capture claim type and urgency before escalating to the right person.
04
Broker scheduling
Book consultations without manual back-and-forth.
Missed-call ROI
What unanswered calls can cost a insurance brokers.
This uses the same default sector assumptions as the full pricing calculator. Adjust calls, unanswered rate, value, and recovery on the pricing page.
180
missed calls/month
€18,000
monthly opportunity
Default assumption: 30% of calls currently go unanswered.
Run the full calculatorFrequently asked questions
Common questions about using Kelvia for insurance brokers.
Can Kelvia book broker consultations directly?
Yes. Kelvia checks availability, collects name, phone, service, date and time, and only confirms once the booking workflow returns a created appointment.
Can customers change or cancel existing appointments?
Yes. After verifying the customer, the assistant lists only that customer's appointments, confirms which one to change or cancel, and runs the matching workflow after explicit confirmation.
What happens when a conversation needs a person?
Kelvia classifies intent and routes to sales, support, admin, urgent help, or a named person; real transfers only go to verified staff or departments.
Does it send confirmations and reminders?
Yes, when outbound messaging and customer consent are configured for SMS, WhatsApp or email.
Ready to transform your insurance brokers?
Start with an assistant configured for insurance brokers, then adapt the workflows, prompts, tools and handoff rules from your dashboard.
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