For busy Home insurance brokers

Call handling for Home insurance brokers, without losing focus on the job.

A home-insurance enquiry may arise during a purchase, before renewal or after a household realises its circumstances have changed. Ziverly can gather the broad reason and preferred response without attempting to recommend cover or asking for banking and payment secrets while you are speaking with another client.

See what could help Try your own numbers

A familiar moment

The buyer approaching exchange and looking for the right conversation

You are reviewing another client's information when a buyer calls about buildings and contents cover for a property purchase. Ziverly can capture who is enquiring, their stated authority, the property type and broad occupancy, purchase or renewal stage, desired start timing, existing cover at a broad level, unusual features or concerns volunteered by the caller and preferred response. It does not recommend a policy, insurer, limit, excess or optional cover, assess risk, eligibility or suitability, provide a quote, interpret terms, bind or amend insurance, accept an instruction, handle a claim or request bank details, card information, passwords, one-time codes or security answers. Immediate danger or an active incident requires the appropriate emergency and insurer route.

The useful handover

Enough context to respond properly.

The aim is to welcome the caller, gather the details you decide matter and keep the same enquiry easy to follow until the work is resolved.

  • Who is calling and how to reach them.
  • What they need help with and where.
  • What should happen next, without inventing a response time.

Where the pressure tends to gather

Make space for the work without leaving the caller in the dark.

Think about the calls that interrupt you most often. Ziverly can follow the questions and boundaries you choose, then leave the details ready for your judgement.

Timing can matter without becoming a promise

A purchase or renewal date needs to be visible, but cover cannot be assumed until the authorised process is complete.

An introductory call should stay proportionate

The broad property and enquiry stage can be gathered without collecting payment secrets or a full fact-find.

Advice requires your focused process

A new caller can be acknowledged while you continue a regulated conversation without mixing client details.

What a better handover can change

Less interruption now, a clearer thread afterwards.

The enquiry stage is immediately clear

Review caller, property, purchase or renewal context, desired timing and the broad reason for contact.

No financial recommendation is improvised

Your approved wording can keep advice, eligibility, suitability, pricing, terms and acceptance within authorised processes.

A permitted preparation item can follow

Add the approved document or property-detail question for Ziverly to use without requesting payment or security information.

Navi, The Guide
Available in Ziverly

Navi, The Guide

For home insurance enquiries, start with the interruption you most want to remove, then choose how calls reach Ziverly and how you want to keep the follow-up moving.

Before, during and after the call

From first ring to finished follow-up.

Ziverly can do more than take a message. You stay in control of when it answers, how you hear about each call and what context is available if the customer rings again.

  1. You decide which calls reach Ziverly.

    Use the call-diversion options supported by your mobile or landline service, such as no reply, unreachable, busy or rejected. Turn them off again whenever you want to answer normally, or use cover for evenings, weekends, holidays and unexpected time away.

  2. Your call details meet you where you are.

    Choose email or SMS alerts where enabled, then open Ziverly to review the summary, transcript, recording where available, status and priority.

    Review the permitted summary of who called, the property, purchase or renewal stage, desired timing and broad concern after your configured notification.

  3. The next conversation starts further forwards.

    Add an AI-facing note when you want Ziverly to have more context if the same known caller rings again. Separate private notes stay private.

    Add an AI-facing note with the agreed response window or permitted document question, never banking, payment or account-security information.

  4. Open calls do not have to rely on memory.

    Choose a daily or weekly email summary of calls still waiting for attention, at the time that best fits your working day.

  5. You can check in by phone, too.

    With Owner Voice Access enabled, call your own Ziverly number, verify your PIN and manage the calls you are allowed to see.

    When the current regulated conversation and client information are secure, verify your PIN to hear only the insurance enquiries you are allowed to access.

Use your own numbers

What might unanswered calls represent for your business?

Enter figures from your own recent calls to put the possible value of unanswered enquiries into context.

The result is an illustration based only on what you enter. It is not a forecast, a promise that Ziverly will recover the work or a reason to accept an unsuitable job.

Enquiries represented by your figures 0 Monthly work value represented £0

This simple multiplication does not account for timing, capacity, costs, cancellations, repeat work or whether another response would have changed the outcome.

Useful boundaries for call handling

Let Ziverly gather details without overstepping your expertise.

Insurance distribution is FCA-regulated; firms need the correct permissions and must meet Consumer Duty and disclosure requirements.

You remain responsible for the advice you give, the work you accept and the safety, eligibility and professional checks your business requires.

A few practical questions

What would you want to know before starting?

Use these answers to decide where Ziverly could help and where the conversation should always return to you.

Can Ziverly recommend home insurance?

No. It can gather the broad reason for contact, but advice, comparison, suitability and recommendations remain with authorised professionals.

Will it provide a quote or confirm cover is in place?

No. Pricing, underwriting, terms, acceptance and commencement of cover require the authorised insurance process.

What financial information will it ask for?

Only the limited introductory details you approve. It should never request card or bank details, passwords, one-time codes or security answers.

Try the smallest useful version

Begin with the calls that interrupt your working day most often.

Choose what Ziverly should know, what it should never promise and which details make a follow-up genuinely useful. Creating an account is free, so you can look around before deciding when you want Ziverly to handle a call.

No monthly or annual plan is required and there is no fixed-term commitment. Add pay-as-you-go credit only when you are ready to use it.

Create your free account Talk it through Back to Property sales, lettings & tenancy support