Claims don't keep office hours
When something goes wrong, clients call right away. If nobody answers, they're left unsure what to do, and you hear about the damage later and with fewer details.
Claims recorded. Assessment stays with your advisers.
For insurance brokers, agencies and fiduciaries handling accounting, tax and payroll: the assistant answers questions on services and documents, takes claim reports and new client inquiries, and arranges a callback from an adviser.
- Answers day and night
- German, English, French, Italian
- Hands over with a summary
Client with a claim
Incoming call · Example call
00:04
Assistant: Hello, this is the automated assistant of Brunner Insurance Brokers. How can I help?
Client with a claim: Hi, a pipe burst in our kitchen last night and the floor is soaked. Will the insurance cover this?
Assistant: I'm sorry. I can't assess that, but your adviser will. Your policy or client number, and is anything urgent?
Client with a claim: It's H-48213. The plumber comes tomorrow morning. You can reach me on 076 318 44 92.
Assistant: Noted: burst pipe in the kitchen, policy H-48213, plumber tomorrow, 076 318 44 92. I've marked the callback urgent.
Claim report recorded · urgent
Burst pipe · policy H-48213 · adviser to call back
Phone pressure in insurance offices
Insurance brokers and fiduciaries juggle client meetings, deadlines and paperwork, while the phone keeps bringing claims, document questions and new inquiries.
Tax season floods the line
Before filing deadlines, the same questions pile up: which documents do I need, how do I send them, what does it cost? Each call pulls an adviser away from client work.
New inquiries slip through
A prospective client who reaches only voicemail often calls the next office. Without a clear outline of what they need, even a returned call starts from zero.
What it handles for your office
Configured from a template for insurance and fiduciary offices, it answers from your own information and turns every request into a confidential note.
Takes claim reports
Records what happened, when and where, the policy or client number if the caller has it, and a number to call back, marked urgent when time is short.
Answers document questions
Explains which documents clients need for a tax return, an offer or a claim and how to send them, based on the checklists you provide.
Qualifies new client inquiries
Takes a short outline: what the person needs, whether it's private or for a company, any deadline, and how to reach them for a first consultation.
Arranges consultations
Sets up a callback from an adviser to agree a meeting, or books it directly into Google, Microsoft 365, Bookings or Calendly once a calendar is connected.
Services, fees and first meetings
Answers what your office does, who you work for, and what a first consultation costs and how long it takes, from the facts you've recorded.
Messages for the right adviser
Existing clients can leave a message for their adviser. The summary and transcript land in your dashboard and can be written back to HubSpot or Pipedrive.
How a claim reaches your adviser
One typical call, from the first ring to a confidential outline on your adviser's desk, ready for a well-prepared callback.
- 1
A clear introduction
The assistant answers immediately, says it is the office's automated assistant and finds out whether the caller has a claim, a question or a new request.
- 2
General questions answered
Questions about services, fees and required documents are answered from your information. Anything that needs judgement is kept for an adviser.
- 3
A confidential outline
For a claim or new mandate it asks only what the request needs: what, when, policy number or client type, any deadline. It reads the number back.
- 4
The adviser calls back
The outline, summary and transcript appear in your NAIRON dashboard with close deadlines flagged, so the right adviser can call back prepared.
What it records. Where it stops.
Every call ends with the details your team needs – and the assistant never goes beyond what you have set up.
Recorded on every call
Every claim and inquiry arrives as a short, structured outline, so your adviser knows what happened and what's urgent before picking up the phone.
Name
Existing or new client
Reason for the call
What happened and when
Policy or client number
Deadline
Phone number
Best time for a callback
Where it stops
Clients trust you with sensitive matters. The assistant never steps into an adviser's role and asks only for what the request genuinely needs.
- Never gives insurance, tax or financial advice.
- Never says whether something is covered or whether a claim will be paid.
- Never confirms or denies that someone is a client of your office.
- Never asks for passwords, bank or ID numbers, or health details.
- Points callers to the emergency number 112 first if anyone is hurt or in danger.
Live without an IT project
Start from a template built for your industry and make it yours step by step.
- 01
Start from your industry template
The “Insurance & fiduciary” template comes with the intake questions, guardrails and greeting already written.
- 02
Add what only you know
Opening hours, services and prices, FAQs or your website – the assistant answers only from what you give it.
- 03
Forward your calls
Keep your number and forward calls to NAIRON, or get a new one from us. Calls, summaries and requests land in your dashboard.
Connects with
- Google Calendar
- Microsoft 365
- Microsoft Bookings
- Calendly
- HubSpot
- Pipedrive
Can the assistant tell a client whether a claim is covered?
No. It never assesses cover, a claim or a tax question, and it never gives insurance, tax or financial advice. It records what happened, when and where, the policy or client number if the caller has it, and any deadline, then arranges a callback so an adviser can give a qualified answer.
How is confidential client information handled?
The assistant asks only for what the request needs and never for passwords, bank account or ID numbers, or health details. It never confirms whether someone is a client of your office. Call summaries and transcripts are available to your team in the NAIRON dashboard, and EU or Swiss data locality options are available.
What happens when a claim or tax deadline is close?
The assistant asks whether there is a deadline, such as a tax return or a claim that must be reported by a certain date, and puts it in the message. A close deadline marks the callback as urgent. If anyone is hurt or in danger, it points the caller to the emergency number 112 first.
Can it book consultations into our calendar?
Yes, once you connect a calendar such as Google Calendar, Microsoft 365 Calendar, Microsoft Bookings, Calendly or a custom calendar API. Without one, it takes the times that suit the caller and arranges a callback, and your office confirms the meeting. It never agrees a time on its own.
Does it work with our CRM, and what do we need to get started?
NAIRON integrates with HubSpot and Pipedrive: the assistant can look up the caller and write the outcome back. To start, pick the insurance and fiduciary template, add your services, documents, claims process and office hours, and forward your existing number, without a long IT project.
Every claim and inquiry, ready for the callback
Start from the insurance and fiduciary template, add your services, document checklists and claims process, and forward your number. No long IT project needed.