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.
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.
Hear how it sounds
An example conversation between a customer and your AI front desk, handling a typical insurance brokers inquiry from first message to structured outcome.
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.
Quote capture
Turn inbound quote requests into structured leads.
Renewal reviews
Collect timing and policy context before the broker call.
Claim routing
Capture claim type and urgency before escalating to the right person.
Broker scheduling
Book consultations without manual back-and-forth.
Revenue recovery calculator
See exactly what unanswered calls cost your insurance brokers
Fill in your sector and get the full breakdown — lost revenue and recovery cost — in 2 minutes.
Frequently 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. The assistant can look up appointments using the phone number provided by the customer, confirm which one to change or cancel, and run the matching workflow.
What happens when a conversation needs a person?
Kelvia can transfer calls to verified staff or departments, and chat conversations can be escalated to a human.
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.