Assistants

An assistant for every job.

Following up, selling, looking after customers, handling claims: the jobs firms hand us first, though not the whole list. Every assistant works on web chat, voice, SMS and email, shares one customer record, and hands off to your team when a person should take over.

Nurture assistant

Leads go cold because nobody follows up in time.

You pay for a lead and it sits in a queue. Follow-up depends on who's free, most leads get one attempt, and the moment passes. The nurture assistant doesn't have a queue.

  • Contacts every new lead the moment it arrives, not when someone's free.
  • Follows up on a schedule until there's an answer or an opt-out.
  • "Call me back tomorrow at five" means a call, tomorrow, at five.
  • Runs renewal, review and lifecycle outreach across your existing customers, not just new leads.
  • Logs every touch against one customer record.
Works on
Web chat Voice SMS Email
Y Your firm SMS
Hi Sam, you asked about remortgaging on Tuesday but we didn't get to the end. Want to pick it up where you left off? It takes about two minutes.
Can you call me tomorrow after 5 instead?
Of course, I'll call you tomorrow at 5pm. Speak then.

Sales assistant

Most quote journeys end before the price does.

Long forms, an unanswered question halfway through, no way to pay in the moment. The prospect was ready; the process wasn't. The sales assistant runs the whole journey as one conversation: questions, price, payment, done.

  • Quotes real prices in conversation, not indicative ranges.
  • Answers the product questions that stall people, mid-quote.
  • Completes the application in the same conversation, or hands your adviser a ready case.
  • Takes payment by card or Direct Debit.
  • Hands over to a person the moment a case needs one.
Works on
Web chat Voice SMS Email
F Float Insure Web chat
How much would £250,000 of life cover be? I'm 34, non-smoker.
For £250,000 over a 20-year term, that's £11.84 a month. That's the actual price, not an estimate. Want me to set it up?
Yes. Can I pay by Direct Debit?
Done. First collection on the 1st, and your cover starts today. Documents are on their way to your email.

Cover Magazine · Opinion

"AI will create millions of new protection policies."

Read the article

Support assistant

Routine changes queue behind everything else.

A change of address, a new payment date, a question about a renewal or a statement. Small tasks that cost your customers a phone queue and your team their afternoon. The support assistant handles them itself, and only interrupts your team when it should.

  • Makes account and policy changes and confirms them on the spot.
  • Handles renewal and review conversations before the date, not after it.
  • Sees the customer's full history: one record across every channel.
  • Alerts your team immediately when something needs a person.
Works on
Web chat Voice SMS Email
Y Your firm Voice call
Hi, I've moved house, can you update my details?
Of course. What's the new address?
42 Harbour Lane, Bristol, BS1 4DP.
That's updated on everything you hold with us, and I've emailed you a confirmation. Anything else while you're here?

Claims assistant · for insurers

A claim starts with a form, at the worst possible time.

Claims arrive at difficult moments, and start with a form, office hours and hold music. The claims assistant answers at any hour, takes the details in plain conversation, and hands your team a complete file.

  • Takes first notice of loss in plain conversation, at any hour.
  • Asks for what's needed, in order, and captures it as a structured claim.
  • Tells the customer what happens next before the conversation ends.
  • Alerts your claims team with a complete file, immediately.
Works on
Web chat Voice SMS Email
F Float Insure Web chat
I need to claim on my income protection. I had surgery and I'm off work for six weeks.
Sorry to hear that. Let's get it started now. What was the first day you couldn't work?
Monday the 2nd.
Thank you. I've opened the claim and emailed you the two documents we need. Our claims team gets the file the moment they arrive, and I'll keep you updated by text.

Your customers

Every interaction is a chance to have a conversation.

Most customers hear from their provider once a year, by letter, at renewal or with an annual statement. Meanwhile every claim, address change and billing question gets answered as narrowly as possible and closed. The assistants treat each of those touches as a chance to talk, and every conversation as a chance to leave the customer better served.

  • Treats every service touch as an opening: an address change becomes a review.
  • Works the customers you already have: stalled quotes, lapsed applications, products that no longer fit.
  • Knows the dates that matter (renewals, annual reviews, a rate that's ending, a birthday that changes the price) and acts on them.
  • Remembers every previous conversation, so outreach starts warm, not cold.
Works on
Web chat Voice SMS Email
Y Your firm Web chat
Just need to update my address. We've moved to 18 Priory Road, Leeds.
Done, and congratulations on the move! A new home and a bigger mortgage are often when people check their protection and savings still fit. Want me to book you 20 minutes with your adviser?
Go on then.
Booked for Thursday at 6pm with Priya. The invite's in your inbox, and I'll remind you the day before.

Outreach streams

Personal outreach doesn't scale. Bulk outreach gets ignored.

Your existing customers are worth a conversation each, but working through them by hand takes months. Connect a CRM workflow, pick leads or drop in a spreadsheet, and every person gets a message written just for them, sent when you say so, and followed up by the assistant.

  • One individually written message per person, never a template with fields.
  • Approve every draft before it sends, or let the stream send on its own. What you approve is what ships.
  • The assistant owns every reply: it answers, books appointments, and can carry an application through to a sale.
  • Opt-outs, quiet hours and spend limits enforced throughout, and exactly one follow-up nudge, ever.
Works on
SMS WhatsApp Email

Nurture with AI

The follow-up after a client call is the first thing to slip.

After a client call the adviser owes the client a message, typed by hand between meetings. A "Nurture with AI" button beside every client record in your adviser portal or CRM handles it in about a minute.

  • One line of JavaScript puts the button next to every client record, portal-wide.
  • Hang up, click, two dropdowns: the AI writes the follow-up and the adviser approves it. Sixty seconds, no login.
  • The assistant takes it from there, answering the client's questions and booking the callback.
  • No account? A trial starts in one click, and your firm can upgrade whenever it's ready.
Works on
SMS Email WhatsApp

Channels

The channel is the customer's choice, not a product decision.

Every assistant runs on web chat, voice, SMS and email. Underneath is one customer record, so a conversation can move between channels without starting over, and the assistant carries the context with it: history, promises, dates.

Web chat Voice SMS Email
One assistant · one customer record

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