Home / Use cases / Lead follow-up agent · Insurance brokers & advisers

Lead follow-up for insurance advisers.

Quote requests for business, home or health cover answered the same hour, with the right details collected for the adviser and nothing that counts as advice.

Short answer

For insurance brokers and advisers, a lead follow-up agent answers new quote requests from your website, comparison sites and email within minutes, collects the details an adviser needs for that line of cover (for example turnover and staff count for business liability, or building details for home cover), books a call with the right adviser and records the lead in your CRM or broker system such as ANVA. It does not recommend products or give advice. ORVL builds it from €3,900 excl. VAT.

The problem

Why insurance brokers look at lead follow-up agent.

A quote request is a short window: the prospect has just had a renewal letter or a new contract that requires cover, and is asking two or three intermediaries at once. The adviser who calls back first with the right questions answered usually gets the file.

Advisers spend a surprising part of each quote chasing basic information by email: registration numbers, turnover, claims history, the building's construction year. That is work an agent can do before the adviser picks up the phone.

The workflow

What the agent does, step by step.

TriggerQuote request

Website form, email or WhatsApp, tagged with the line of cover.

ReplySame hour

Personal reply confirming who will help and what happens next.

CollectUnderwriting basics

A short, line-specific question set; documents uploaded securely.

BookAdviser call

Slot with an adviser licensed for that line, in your calendar.

RecordCRM or broker system

Lead, answers and documents stored in ANVA, your CRM or a shared drive.

Integrations

Systems it works with.

Broker systems differ by country; in the Netherlands many offices run ANVA, elsewhere a general CRM.

ANVA or your broker administration system
HubSpot or Pipedrive
Outlook / Gmail
Secure upload link for documents
Adviser calendars
Guardrails

Where a human decides.

Insurance mediation is regulated (AFM and the Wft in the Netherlands, FSMA in Belgium, the Central Bank in the UAE), so the line between service and advice is drawn in the design.

No product recommendations, comparisons or premium quotes from the AI
Advice and the suitability assessment are done by a licensed adviser
Health and claims data collected only when the adviser's process needs it, and stored in the EU or UAE
Every message stored with the lead for your file
Measuring it

How you know it works.

Measure: time to first reply, share of quote requests complete when the adviser first calls, and quotes issued per adviser per week.

Example with assumed numbers: an office receives 80 quote requests a month and advisers spend 20 minutes per request collecting basics. If the agent collects most of that before the call, about 25 adviser hours a month return to actual advice.

The example uses assumed numbers to show the method. It is not a client result or a promise.

Price

What it costs.

One systemfrom €3,900AED 15,900 · one-time · live in 30 days or setup fee back
Plan first€1,950AI Blueprint · AED 7,900 · 100% credited if you build within 60 days
Keep it running€490/moRun & Care · AED 1,990/mo · cancel monthly

All prices excl. VAT. The fixed quote comes from the AI Blueprint.

Honest fit check

When this is not the right build.

If nearly all your business is renewals from long-standing clients, put the effort into renewal reminders and reporting rather than new-lead follow-up.

FAQ

Common questions.

Does this count as insurance advice?

It is designed not to. The agent collects information and books the call; recommending a product and assessing suitability stay with your licensed advisers. Your compliance officer approves the scripts.

Can it follow up comparison-site leads?

Yes, if those leads reach you by email or API, and only within the consent the prospect gave on that site.

Free 30-minute audit

Want this in your business?

Tell us how you work today. We'll tell you honestly what AI can take off your team's plate, what it costs, and whether we are the right fit.