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.
Ăa vous parle ?
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.
Répondu, capté, réservé, pendant que vous travaillez
- â Collects complete quote details: cover type, dates, values and history
- â Sends renewal reminders before policies lapse, with a one-tap renewal path
- â Takes out-of-hours claim details and alerts you immediately
- â 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.
Lectures pratiques pour votre broker
Appel Manqué : 7 ModÚles de SMS & WhatsApp pour Ne Plus Perdre de Clients (2026)
Ne laissez plus vos prospects tomber sur rĂ©pondeur : 7 modĂšles prĂȘts Ă l'emploi de SMS et WhatsApp pour appel manquĂ© et relance automatique.
Comment rédiger un playbook de gestion des prospects que votre IA (ou votre équipe) pourra suivre
Les entreprises qui transforment le plus de demandes ne le doivent pas au hasard : elles ont un playbook â ton, faits, limites et rĂšgles d'escalade.
Comment demander un avis Google sur WhatsApp (sans ĂȘtre maladroit)
Le meilleur moment pour demander, des modĂšles de message naturels, ce qu'il ne faut jamais faire selon les rĂšgles de Google, et comment transformer les avis en habitude plutĂŽt quâen contrainte.
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 â 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.