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For Home insurance brokers

AI call handling for
Home insurance brokers.

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.

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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.

Where Ziverly can help

More room for the work.
A clearer thread afterwards.

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.
More useful context.

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.

Before, during and after the call

How Ziverly fits around
your working day.

☎Calls you choose≡Useful details→Your next step

  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

Put unanswered
calls in perspective.

What might those enquiries represent for your business? Start with figures from your own recent calls.

The result is an illustration, not a forecast or a promise that Ziverly will recover the work.

Enquiries represented0
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.

You keep the judgement

Your expertise.
Your boundaries.

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

Before you
get started.

Talk it through →
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.

Start with the calls you choose

Keep your attention
where it matters.

Choose what Ziverly should know, what it should never promise and which details make a follow-up useful. Create an account free, then add pay-as-you-go credit when you are ready.

Create your free account Talk it through →
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