Financial services · Brokers, insurers, advisers and lenders

Answer clients day and night, then hand over to an adviser.

Aivah gives your firm an AI employee that explains your products and takes enquiries. It works on your website, on the phone and in video meetings, with a face, a voice and your product guides.

Start free Book a demo

Free to start · No card requiredPaid plans from $10/month

See how it works.

Leads in Insights: each lead's name, email, phone, messages and date, with the lead count, lead rate and Export — Inside Aivah · Insights → Leads · Illustrative workspace data

01Explains your products

02Asks your first questions

03Every enquiry in one place

The problem today

Sound familiar?

We explain the same products all day.
What does it cover? What’s your fee? How long does it take?
The phones ring nonstop at renewal time.
Clients wait on hold, and new enquiries give up.
Enquiries arrive after hours and go cold.
By the time an adviser calls back, the client has gone elsewhere.

The jobs it does

What your AI employee does

Six jobs it can take off your team’s desk this week.

Explains your products in plain words

What a policy covers, how a fixed rate works, what your fee is. It answers from your own guides, day and night.

Website
Video meetings

Asks your first questions

Is it for a home, a car or a business? By when? Their answers arrive with the enquiry.

Website

Picks up when the lines are busy

At renewal time or during a client meeting, it answers calls. It takes a message with the name, number and reason.

Phone line

Tells people what to have ready

Photo ID, payslips, bank statements, an old policy. It lists what your checklist says, so the first meeting starts well.

Website
Video meetings

Turns your guides into presentations

Your first-time buyer guide becomes a short presentation. People can stop it and ask questions as it goes.

Presentations
Website

Helps your own team

Advisers ask it in Slack for your renewal steps. You get a reminder on WhatsApp to call back new enquiries.

Slack · your team
WhatsApp · you
Scheduled tasks

Where it works

One AI employee, wherever clients reach you

Your websiteChat, voice and a face, with a lead form for contact details.

At 10pm, a landlord asks what your landlord cover includes. It answers from your policy summary and takes her details for a quote.

See the website guide Your phone lineAnswers incoming calls on your own Twilio number, from the call prompt you write.

A client rings about her renewal while every broker is on a call. It takes her name, number and renewal date.

See phone answering Video meetingsJoins Meet, Teams, Zoom and Webex calls with its face and voice once the host lets it in.

It joins a Zoom call with a couple buying their first home. It explains the steps from your guide while your adviser leads.

See meetings Your team chatYour team messages it in Slack. You message it from your own WhatsApp.

A new broker asks it in Slack which documents a business policy needs. You ask it on WhatsApp for your broker fee.

See all channels

A day in its life

A day with your AI employee

Example Oakhollow Brokers is a fictional mortgage and insurance broker.

07:30Website
An early quote request
A van driver asks what your van cover includes. It answers from your product guide and takes his details for a quote.
09:10Phone line
A busy renewal morning
Every broker is on a call. A client rings about her home renewal, and it takes her name, number and renewal date.
11:00Video meetings
A first-time buyer call
It joins the Google Meet call and explains the steps to a mortgage from your guide. Your adviser leads the call.
13:45Slack · your team
A question from a new broker
He asks which documents a landlord policy needs. It answers from your process guide.
17:00Scheduled tasks
Your daily reminder
The reminder you set arrives on WhatsApp: call back today’s quote requests.
21:20Website
A late claims question
A client asks how to claim for a burst pipe. It explains your claims steps and shares the claims number from your guide.

Next morning, your advisers open Insights. Every enquiry is there, with the conversation behind it.

Example

A first-time buyer at 9pm

A couple asks about a mortgage on your website after you’ve closed. Here is how a good conversation goes.

1
A clear answerIt answers from your own documents.
2
Knows its limitIt says what it can’t do instead of guessing.
3
Hands over to your teamIt takes the details your team needs to follow up.

WebsiteOakhollow Brokers

Example

PriyaAI employee · Oakhollow Brokers

Visitor
Hi, we’re buying our first home. How does it work with you?
Priya
Congratulations! There are three steps. A free first call with an adviser, then we compare mortgage deals for you, then we help with the application. Our fee is $495, paid when your mortgage offer arrives.
1A clear answer
Visitor
Should we go for a two-year or a five-year fixed rate?
Priya
That depends on your situation, so I can’t recommend one. It’s a great question for your first call with an adviser.
2Knows its limit
Visitor
OK. What do we need for that call?
Priya
Photo ID, your last three payslips and three months of bank statements, for each of you. If you’re self-employed, bring two years of accounts.
Visitor
Great. Can we talk to someone this week?
Priya
Of course. What names, email and phone number should the adviser use, and when is best to call? They’ll call you to set it up.
3Hands over to your team

Example. Oakhollow Brokers is a fictional mortgage and insurance broker.

Set it up

Set it up in an afternoon

1Hire your AI employee

Pick the Lead qualifier template, or describe the job in your own words.

2Add your documents

Upload your product guides, fees and document checklists, and add links to your website pages. It answers from what you give it.

3Choose a face and a voice

Pick a ready-made character or make one from a photo. Then pick a voice, or clone one from 10 seconds of clear speech with the speaker’s permission.

4Put it to work

Add the chat bubble to your website and turn on the lead form with your first questions. Then connect your phone line for busy days.

Then open Insights to read every conversation, lead and call, and see what people ask most.

Knowledge

Teach it from your documents

Add files and website pages. Each one shows Ready once your AI employee has learned it.

Web & embeds

Put it on your website

Add a chat bubble, a window on your page or a direct link, each with your AI employee’s face and voice.

Some screens show illustrative workspace data from a fictional company.

Start free Book a demo Free to start · No card required

Before you start

What to give it

Start with what you already have. You can add more later.

Your product guides
The plain-language summaries you already give clients, one for each product.
Your fees
Broker or advice fees, when they’re paid and what they cover.
How it works, step by step
How to apply, renew or make a claim, and how long each step takes.
Document checklists
What clients need for each product, such as photo ID, payslips or an old policy.
Your FAQs
The questions your team answers every week.
Questions for advisers only
The topics it must always pass to a person, such as which product to choose.
Who to contact
Your opening hours, claims numbers and how to reach an adviser.

Clear limits

You stay in control

Your AI employee explains and takes enquiries. Your advisers give the advice.

No financial advice
It explains your products and your process. When someone asks what they should choose, it offers an adviser instead.
People make the decisions
It doesn’t approve loans, start cover or decide claims. Your team, your lenders and your insurers do.
It answers from what you give it
Your guides, fees and FAQs. If something isn’t there, it says so and offers to pass the question on.
Keep sensitive details out
Ask only for contact details and a short note. Tell it never to ask for account numbers, card numbers or passwords.
You can read every conversation
Chats, enquiries and call transcripts are all in Insights, ready for follow-up.

Financial services & insurance

Your questions, answered.

Can’t find your answer? Book a demo and ask us directly.Choose your first job

Will it give financial advice?

No. It explains your products and process from the documents you give it. When someone asks what they should choose, it says it can’t advise and offers to pass them to an adviser.

Can it quote premiums or rates?

Only the figures you give it, such as your broker fee. Premiums and rates depend on each client, so it takes their details for an adviser to quote.

Can it tell clients where their claim or application is?

No. There’s no built-in link to your policy, claims or lending systems. It explains your steps, shares the numbers in your guide and takes a message for your team. Leads export as a CSV file. On Starter and up, you can also connect apps you already use, such as Outlook or Google Sheets.

Can it answer our phone at busy times?

Yes. It answers incoming calls on your own Twilio number (Twilio is the phone service that connects your number). It answers from the call prompt you write, takes messages and saves a transcript of every call. Phone answering starts with Starter, at $99 a month. See phone answering

Can it join video calls with clients?

Yes. It joins Google Meet, Microsoft Teams, Zoom and Webex calls with its face and voice once you let it in. It explains your products and steps from its documents. Your adviser leads the call and gives the advice. See meetings

What details should it ask clients for?

Only what your team needs to follow up: name, email, phone and a short note. Tell it never to ask for account numbers, card numbers or passwords, and leave those out of your lead form.

What does it cost?

You can start free, with no card. The Free plan gives you 3 AI employees and 1,000 credits to try it out. Credits are what you spend when your AI employee chats, talks or creates. To put it on your website, plans start with Hobby, at $10 a month. Phone answering starts with Starter, at $99 a month. Compare plans

Your next step

Answer every enquiry while it’s fresh.

Free to start · No card required