Insurance brokers lose more revenue to silence than to price. Renewals lapse because no one called in time, quote enquiries go cold overnight, and claims updates get chased by phone all day. Sysevo's AI agents call every renewal on schedule, answer every quote enquiry within seconds, and keep policyholders updated, while every conversation updates the CRM automatically.
The problem
Brokers often don't call until a week before expiry. By then the policyholder has already got three comparison quotes and half of them switch.
A form submitted at 7pm or a missed call on a Saturday sits until Monday morning. Most of those prospects have already bought cover elsewhere by then.
Proof of no-claims, signed mandates, ID checks, and 'any update on my claim?' calls fill hours that should go to advising and writing new business.
The solution
Every problem above has a specific, built-in answer. No integrations needed, no setup sprints.
The AI calls to confirm cover details haven't changed, flags anything that needs a re-quote, and books a renewal review with a broker before the expiry date is a problem.
A website form, comparison-site lead, or missed call triggers an outbound call within seconds, qualifying cover type, start date, and budget before handing a warm lead to a broker.
The AI calls to chase outstanding paperwork and gives policyholders proactive status updates on open claims, routing anything that needs a judgement call straight to a human adviser.
Use cases
Purpose-built for the specific workflows insurance businesses run every day.
Quote enquiry qualification
Renewal outreach campaigns
Claims status updates
Document chasing reminders
Cross-sell and upsell calls
Agent in action
Renewal 60 days out
Agent
“Hi Mrs Patel, it's Alex calling from Harrow & Vale Insurance. Your motor policy renews on the 14th of next month, I'm just checking whether anything's changed with your car or address before we get your renewal quote sorted.”
Caller
“Actually yes, I've added my daughter as a named driver.”
The change is logged and flagged for a broker to re-quote before renewal instead of auto-renewing on stale details.
Missed quote enquiry
Agent
“Hi, it's Sam calling back from Coastline Brokers, I saw you tried calling about a home insurance quote a few minutes ago and I'm sorry we missed you. Have you got five minutes now?”
Caller
“Oh brilliant, yes, I'm trying to get cover sorted before we complete on the house on Friday.”
The enquiry is qualified and booked in for a broker call before the caller gets a quote elsewhere.
Claims status check-in
Agent
“Hi Mr Osei, calling with an update on your claim reference 88214, the assessor's report has come back and it's moved to the settlement stage. A claims handler will call you within 24 hours to go through next steps.”
Caller
“Finally, thank you, I've been waiting two weeks for an update.”
The caller gets a proactive status update without tying up the claims team's phone lines.
After the call
Answering is where most voice platforms stop. For insurance teams the cost is everything that comes after it: the record, the booking, the paperwork, the payment and the follow-up. Sysevo does those in the same system, so nothing gets re-typed and nothing waits on someone being free.
They reach you
A call answered around the clock, or a form, a booking, an email or a webhook.
It gets read
Summary, sentiment, outcome and the fields you defined, on every call.
The person is matched
Recognised across calls, emails, forms and imports, or created new.
The record fills itself
Contact, lead and timeline written without anyone typing them up.
The work is raised
Booking, task or reminder created from what was actually agreed.
The paperwork goes out
Quote, proposal or form sent while the conversation is still warm.
It gets signed
Contracts and NDAs signed on a branded page, filed when they come back.
You get paid
Payment link or checkout, then the invoice and the ledger entry.
Nothing goes cold
Follow-up sequences and review requests fire on their own.
Built for insurance
Every feature reflects how insurance teams actually operate, not generic software adapted after the fact.
24/7
Quote and claims intake
90 days
Renewal outreach window before lapse
100%
Calls logged to the CRM automatically
Platform capabilities
Your book of business, protected automatically
Every enquiry answered and qualified
Status updates and document chasing, handled
Every call logged for audit readiness
How it works
Import your existing contact and renewal data, connect broker calendars, and Sysevo is ready to start calling within days, not months.
The agent answers quote enquiries, runs renewal and cross-sell campaigns, and chases documents, all in your firm's voice, 24/7.
Contact records, policy details, and next actions are logged automatically, so brokers open the day with a qualified, prioritised task list.
The AI qualifies, routes, and reminds. Regulated advice, complex claims, and sensitive conversations are always handed to a licensed human adviser.
<60s
Response to quote enquiries
Quote enquiries called back the same session
90 days
Renewal campaign coverage
outreach starts well before lapse risk sets in
0
Manually updated contact records
every call auto-fills the CRM
24/7
Quote, claims, and renewal support
AI handles intake and routing, advisers handle advice
