Insurance or mortgage?Your situation?Timeline?Cover amount?Current provider?
Questions it asks
What they're looking for, their situation, timeline, amounts or property value, current provider
Brokers
AI for insurance agentsand brokers
Explains the options in plain language, asks your first questions and books the consultation.
Live in 48 hours
20 minutes free, no restrictions
Online now
Speaking
Answers
Guides
Converts
Turning visitors into customers for teams like these
From kickoff to live
Live on your site in 48 hours
0 hrs
Send us your websitePlus where you want leads to go.
We learn your businessYour agent reads your services, prices, FAQs and product pages.
You check itApprove the answers, the face, the voice and the name.
It goes liveOne line of code and it starts talking to your visitors.
20 min
Free, without any restriction.
33.5%
Lost leads recovered in 45 days by a commercial real estate brokerage.
Where customers slip away
People put off decisions they do not understand
01
Enquiries come in when you're with clients
You're in a meeting or on a call, and the website visitor moves on to the next broker.
02
People don't understand the options
Term or whole life, fixed or variable. When nobody explains the difference, they put the decision off.
03
Every enquiry needs the same first questions
Age, cover amount, property value, loan type. You ask them fifty times a week.
What it asks and captures
The details your team would ask for
New enquirySaved
NameChris Morgan
Phone(555) 017 3342
InterestTerm life, family cover
TimeThursday, 5:30 pm
Details it captures
Name, phone, email, product interest, key details, preferred call time
Client
Adviser
Calendar
CRM
Email
Webhook
Where it goes
The adviser's calendar and your CRM, with the key details
Why not just a chatbot
Built to help customers decide, not to collect emails
Term vs whole life
Explains in plain language
It answers from your own content and uses words your clients understand.
Why now?Cover amount?Current provider?
Asks your first questions
It covers the basics you'd ask on the first call, so the consultation starts further along.
This weekMon Tue Wed Thu Fri
Call booked, Thu 5:30
Stays within the rules
It shares only the information you approve and never gives personal financial advice. It books a person for that.
Who it's for
Built for advisers who win clients on a first call
Insurance agents and agencies, mortgage brokers and loan officers, freight brokers, business brokers and other advisers who win clients through a first consultation.
Insurance agentsInsurance agenciesMortgage brokersLoan officersFreight brokersBusiness brokersOther advisers
How it works
See it explain the options and book a call
Scroll to watch someone unsure about life cover end up with a booked consultation.
Step 1 of 4UnderstandAsks what they are looking for and why.
1
UnderstandAsks what they are looking for and why.
2
ExplainExplains the options in plain language, from your own content.
3
GuidePoints them to a sensible starting point, without giving personal advice.
4
BookBooks the consultation and sends the details to the adviser.
northgateinsurance.com
Northgate Insurance
Life, home and business cover, explained simply
Northgate assistantReplies instantly
Ask anything...
Make it yours
Your face, your voice, your brand
Pick one of our presenters, or we'll build a custom avatar from someone on your team.
MayaCustom avatarMayaReplies instantly
Case result · Brokers
0%
A commercial real estate brokerage started answering every enquiry in seconds, day or night, and recovered 33.5% of the leads it used to lose within 45 days
Every enquiry answered in seconds, day or night
After-hours enquiries booked instead of left for Monday
Advisers open every call with the full conversation
Day 1 of 45Leads recovered
Day 1Day 45
Enquiries missed while with clientsConsultations booked in the chat
33.5% of lost leads recovered
Trust
Built to be careful with your brand
Answers only from your content and says when it doesn't know.
Each client's knowledge, leads and usage kept separate.
You approve prices and claims before it goes live.
Presents as your AI assistant. It never pretends to be human.
Where leads go
Straight to your team
New customerDana Ruiz
CRMContact created
CreatedWhatsApp follow-upConfirmation sent
SentCalendarMeeting booked
BookedEmailInbox of your sales team
DeliveredSpreadsheetA new row per lead
AddedWebhookInto any tool you use
FiredIntegrations
Follow one customer through your tools
Scroll to see what happens after Dana says yes.
New leadDana Ruiz · Team plan
1. CRMs
PipedriveConnected
HubSpotConnected
SalesforceConnected
ZohoConnected
PipedriveConnectedDynamics 365Connected
ZendeskConnected
2. Messaging
WhatsAppConnected
GmailConnected
OutlookConnected
SMSComing soon
3. Calendars
Google CalendarConnected
OutlookConnected
4. Data
Google SheetsConnected
WebhookConnected
Step 1 of 4Saved to your CRM
HubSpotContact created
NameDana Ruiz
StageNew lead Qualified
ChoseTeam plan, 40 seats
SourceWebsite agent
Conversation transcript attached
WhatsAppSent to Dana
Hi Dana, this is Northwind. Your walkthrough is confirmed for Thursday at 2:00 pm. Reply here if anything changes.2:03 pm ✓✓
Great, see you then!2:05 pm
Email confirmation sent too
Google CalendarEvent created
THU2
Northwind walkthrough with Dana Ruiz2:00 to 2:20 pm · on your sales rep's calendar
Invite sent to Dana
Google SheetsRow added
NameInterestTime
Sam LeeStarterTue 11 am
Dana RuizTeam, 40Thu 2 pm
POST /webhooks/new-lead · 200 OK
FAQ
Questions people ask us
Read these, or just
No, it doesn't give financial or insurance advice. It explains general options from your approved content and books a licensed person for advice.
It collects only the information you ask for and what the visitor chooses to share. Each client's data is kept separate.
Yes, it works for mortgage brokers and loan officers. It explains loan types, asks about property value and timeline, and books the call.
Yes, it works for freight brokers. It takes lane, load and date details from shippers and passes the request to your team.
It connects to HubSpot, Salesforce, Zoho, Pipedrive, Dynamics 365 and Zendesk, plus webhooks for industry systems.