Professional services
AI receptionist for insurance brokers and financial advisers
Calls, texts and messages answered from your own consultations and fees and products, with the rules insurance brokers and financial advisers need, and bookings made the way your business works.
Customers also find insurance brokers and financial advisers by searching “insurance broker”, “mortgage”, “financial planner”.
What customers ask
The questions insurance brokers and financial advisers get all day.
- “Is the first consultation free?”
- “What should I bring?”
- “How soon can I speak to someone?”
- “Where are you, and is there parking?”
- “What payment methods do you take?”
How it answers
From your own consultations and fees
Prices, durations and what's included come from what you've entered or what it read from your website. If something isn't there, it says it will check rather than guess.
With your policies
The Knowledge page suggests the policies insurance brokers and financial advisers usually need (consultation fees, confidentiality, cancellation) and the AI answers from what you write.
Asking what you'd ask
It finds out what it's about, the best time to call them, so you have what you need before you pick up the conversation.
What it won't do
- Never give legal, tax or financial advice, or an opinion on anyone's case. Offer a consultation instead.
- No price or time that isn't yours.
- No booking it didn't make.
- No made-up numbers, emails or links.
What it hands straight to you
For insurance brokers and financial advisers, any mention of these goes to you with an alert:
- claim
- complaint
It also hands over requests for a person, complaints, refunds, and any words you add.
How booking works
Consultations
For insurance brokers and financial advisers, RingPost books consultations, collecting what it's about and the best time to reach the person.
A conversation
How it goes for insurance brokers and financial advisers.
CustomerIs the first consultation free?
Answers from the business's own consultations and fees and consultation fees policy; if the answer isn't there, it says it will check
RingPostHappy to help with that. So I can get you booked in, could I take what it's about and the best time to call them?
Customerit's urgent: claim
"claim" is always handed to the owner
RingPostThanks for telling me. I've passed this to the team as a priority and they'll be in touch with you shortly.