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.
Sound familiar?
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.
Answered, captured, booked, while you work
- ✓ 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.
Practical reads for your broker
Missed Call Text-Back: 7 Proven Copy-Paste Templates to Win Lost Leads (2026)
Stop losing leads to voicemail. Discover 7 copy-paste missed call text-back templates, professional text messages for unanswered calls, and instant WhatsApp workflows.
How to write a lead-handling playbook your AI (or your staff) can follow
The businesses that convert the most enquiries aren't lucky, they have a playbook: tone, facts, boundaries and escalation rules.
How to ask for a Google review on WhatsApp (without being awkward)
The best moment to ask, message templates that feel natural, what never to do under Google's rules, and how to make reviews a habit rather than a push.
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.