Renewals lapse while you're on the phone.
Quotes need details, renewals need chasing, and claims need triaging, all while you're on the phone to someone else. Susan collects the facts for a quote, reminds clients before renewal dates, and takes first-notification-of-loss details around the clock.
¿Te suena?
Quote details scattered
Cover type, dates, values and history arrive over fifteen messages, easy to miss one.
Renewals drifting to comparison sites
A client who isn't reminded in time renews elsewhere with one click.
Out-of-hours claims
Accidents happen at midnight. A slow response is when trust is lost.
Atiende, captura y reserva mientras trabajas
- ✓ Collects complete quote details: cover type, dates, values and history
- ✓ Sends renewal reminders before policies lapse, with a one-tap renewal path
- ✓ Takes out-of-hours claim details and alerts you immediately
- ✓ Answers cover and document questions from your approved facts
Explore Insurance brokers use cases
Everything You Need to Know About Susan for Insurance brokers
How does Susan AI work for Insurance brokers?
Susan connects directly to your primary business WhatsApp line and email. She auto-replies to incoming customer inquiries 24/7, quotes accurate prices from your approved price list, collects photos and booking preferences, updates Google Calendar, and chases unpaid invoices in Xero.
How much does Susan AI cost for a broker?
Susan is a 100% free tool to start. You can handle client communication and job processing 24/7 with zero credit card required, zero setup fees, and no hidden monthly retainers.
Can I control what Susan AI says to my clients?
Absolutely. You can choose full autonomy, draft-approval mode, or hybrid mode. You can set custom price lists, emergency escalation rules, and business facts, ensuring zero hallucinations.
Lecturas prácticas para tu broker
Mensaje para Llamadas Perdidas: 7 Plantillas de WhatsApp para Ganar Clientes (2026)
Evita perder clientes por el buzón de voz. Descubre 7 plantillas de WhatsApp para llamadas perdidas, respuestas automáticas y cómo recuperar clientes al instante.
Cómo escribir un manual para gestionar leads que pueda seguir tu IA (o tu equipo)
Las empresas que convierten más consultas no es por suerte; tienen un manual: tono, información, límites y reglas de escalado.
Cómo pedir una reseña en Google por WhatsApp (sin resultar incómodo)
El mejor momento para pedirla, plantillas de mensajes que suenan naturales, qué nunca hacer según las normas de Google y cómo convertir las reseñas en un hábito en lugar de una presión puntual.
Live in under 10 minutes
No developers, no lengthy onboarding, no agency. Just WhatsApp and ten minutes of your time.
Connect your WhatsApp
Scan a QR code — the same way WhatsApp Web works. No new number, no technical setup. Takes under 2 minutes.
Teach Susan your business
Chat with her, share your website, or upload a document. She absorbs your prices, services, tone, and FAQs instantly.
Susan goes live
She starts handling enquiries, booking appointments, and capturing leads straight away. You get an alert for anything that needs you.