Answer every client call, even after the storm hits
Tanya is an AI receptionist for Australian insurance brokers. It takes claim, quote and renewal calls, gives the facts you load, and leaves every question about cover to your brokers.
Insurance needs Inspra's written approval before live calls. Build and test Tanya free while we review.
New job from Tanya
Job card from a sample call
Claim details taken (urgent); broker call back from 8:30 am
- Caller
- Sam Nguyen, 0400 000 000
- Call type
- New home claim, storm damage
- Insured address
- 8 Sample Street, Ashgrove
- Anyone hurt
- No
- Asked about cover
- Yes. Not answered; for the broker
- What happened
- Tree down on carport and roof, water in the laundry, about 8:40 pm
- Insurer
- Example Insurance (caller not certain)
- Given
- Insurer claims line from the brokerage's list
- ✓Tells callers it is AI
- ✓Platform hosted in Australian regions
- ✓Test free before it takes a real call
The problem
Where broker calls go missing
Clients choose a broker so that one call sorts it out. That only works when someone answers.
- Storm nights, when claims arrive after the office has closed
- Renewal meetings, when quote enquiries ring out
- Early starts, when a tradie needs a certificate of currency before 7 am
- Busy days, when new clients ring once and try the next broker
What Tanya handles
What Tanya handles for claims, quotes and renewals
- New claims recorded while the details are fresh
- Insurer claims lines given from the list you load
- Quote enquiries with the details your broker asks first
- Quote and renewal reviews booked into your calendar
- Certificate of currency, change and cancellation requests passed on
- Distressed or hardship callers offered a call back from a person
How brokerages use Tanya
After-hours claims
Storm and break-in calls are recorded and marked urgent, and callers get their insurer's claims line if they need emergency repairs.
Renewal season
Quote and review calls are booked while your brokers stay in meetings.
Certificates before a job
Certificate of currency requests are flagged urgent so a broker can act first thing.
When it is urgent
When a call cannot wait
Pick what the caller says to see what Tanya does with it.
Checks everyone is safe and says to call 000 if anyone is in danger, gives the insurer's claims line, and marks the claim urgent
Urgent
Asks if anyone is hurt, takes the other driver's details and the location, and marks the claim urgent
Urgent
Records which policy and who needs the certificate, and marks it urgent for the first broker in
Urgent
Tells the caller cover is not arranged on this call, takes the vehicle details and marks it urgent for a broker
Urgent
Says it cannot tell them what their policy covers, takes the details and books a broker call back
Records the request for a broker and tells the caller the policy stays in place until a broker confirms the cancellation
Stops any talk of quotes, gives your hardship contact details and offers a call back from a person
Records the complaint in the caller's words and passes it to the complaints contact you set
What Tanya will not do
- Tanya never gives advice or says whether something is covered.
- It never quotes a premium or arranges, changes or cancels cover.
- It never accepts, declines or assesses a claim.
- Any question about cover, price or choice goes to a broker.
Try it now
Talk to Tanya in your browser
Ring it as if you were a caller and hear how it asks, books and flags urgent calls.
This sample uses our general demo agent. Your own Tanya is set up with your details during the free trial.
Tanya, demo
For insurance brokers calls · about two minutes
This demo uses your microphone.
Read a sample call instead+
A client rings at 9:40 pm after a storm, when the brokerage is closed. The brokerage, the client and the street are made up.
- TanyaThanks for calling Example Insurance Brokers. This is Tanya, the brokerage's AI receptionist, and this call is recorded. The office is closed for the night. How can I help?
- CallerA tree has come down on our carport and part of the roof. Water is getting into the laundry.
- TanyaI am sorry to hear that. Is everyone safe, and is anyone hurt?
- CallerWe are all fine. Just wet.
- TanyaGood. I will take the details for your broker. What is the address of the property?
- Caller8 Sample Street, Ashgrove.
- Tanya8 Sample Street, Ashgrove. Do you have your policy number handy?
- CallerNo, it is all in the laundry.
- TanyaThat is fine, the address is enough for your broker to find it. When did the tree come down?
- CallerAbout an hour ago, in the storm.
- TanyaThank you. Do you know which insurer the policy is with?
- CallerExample Insurance, I think.
- TanyaIf you need emergency repairs tonight to stop more water getting in, I have Example Insurance's claims line from your broker. Would you like the number?
- CallerYes please. And will they cover the carport?
- TanyaI cannot tell you what your policy covers. Your broker will go through that with you. The claims line is 1300 000 000. Can I take your name and mobile?
- CallerSam Nguyen, 0400 000 000.
- TanyaThanks, Sam. I have marked this urgent, and your broker will call you when the office opens at 8:30 tomorrow.
After the call
Into your CRM, calendar and workflows
Every call ends with a result your team can act on, sent where you already work.
Job card
A summary, recording and transcript of every call.
Bookings
Booked into Google Calendar, Outlook, Calendly, Cal.com or GoHighLevel.
Your CRM
The call summary, outcome, transcript and recording link sent by webhook to your CRM or other systems.
SMS and workflows
Agents can send an SMS during a call, and SMS workflows can follow up after it.
For insurance brokers, that looks like this
- →New claims reach your CRM with the address, insurer and what happened.
- →Quote and renewal reviews land in your brokers' calendars.
- →Urgent claims and certificate requests are flagged for the first broker in.
Pricing
What Tanya costs
Starter suits a small brokerage covering meetings and after hours. Growth adds more call time for renewal season and storm nights.
Insurance needs Inspra's written approval before live calls. Build and test Tanya free while we review.
US$149/month, excl. GST
A sole trader or small team covering missed and after-hours calls
500 minutes included, up to 3 AI receptionists, 3 calls at once, extra minutes US$0.25/min.
- A receptionist for your industry
- Calendar booking
- Job card after every call
- After-hours and overflow rules
- Urgent call alerts
Insurance broker answering service FAQs
Will Tanya give advice?
No. Tanya gives only facts you load, such as office hours or an insurer's claims line. Every question about cover, price or which policy to choose goes to a broker.
Do we need approval to use Inspra for insurance?
Yes. Insurance needs Inspra's written approval before live calls. You can build and test Tanya while approval is reviewed.
What happens when a client is distressed or struggling to pay?
Tanya offers a call back from a person, stops any sales talk and gives your hardship contact details.
Does it work with our broking system?
Every call result can be sent by webhook to your CRM or broking system. Reviews book into Google Calendar, Outlook, Calendly, Cal.com or GoHighLevel.
Will clients know it is AI?
Yes. Our Acceptable Use Policy requires every agent to say it is AI at the start of every call and to tell callers when calls are recorded, so Tanya opens every call by saying it is the brokerage's AI receptionist.
Where is our call data kept?
Inspra is ISO/IEC 27001:2022 certified. The platform is hosted in Australian regions; some AI model and speech processing may take place in the USA. See the Trust Centre.
Keep the one-call promise your clients rely on
What Tanya asks every caller+
- Claim, quote, renewal, change, cancellation or document request
- so the call follows the right path from the first question
- Policy number, or insured address or vehicle registration
- so your team finds the policy even when the client has no paperwork to hand
- Home, motor, business, liability, landlord or strata
- so the call goes to the broker who looks after that cover
- What happened, when and where (claims)
- so the broker can lodge the claim with the insurer without ringing the client to start again
- Is anyone hurt, and is the property safe and secure now (claims)
- if anyone is in danger, the caller is told to call 000 first
- Police report number (theft or break-in)
- most insurers ask for it when the claim is lodged
- Other driver's name, registration and insurer (motor accident)
- so the broker can follow up the third party
- Business activity, turnover, staff numbers, current insurer and renewal date (business quotes)
- the first questions a broker asks before going to market
- Claims in the last five years (quotes)
- so the broker knows what to disclose to insurers before quoting
- Date the cover or certificate is needed by
- so the most time-sensitive request is called back first
- Name, mobile and best time to call
- so the call back happens when the client can answer
Tanya by Inspra, sample call
This demo uses your microphone. Privacy policy