A familiar moment

The family unsure what to do after water spread through two floors

You are reviewing evidence for another client when a homeowner calls after a water incident has affected ceilings, flooring and contents. Ziverly can capture who is enquiring and their stated relationship to the property without verifying authority, incident type, approximate date and broad affected areas, whether the source is believed to be stopped only as caller-described information, insurer, broker, loss adjuster, contractor or emergency-service involvement in broad terms, claim reference only through a later secure process rather than ordinary intake, photographs, reports, correspondence, schedules or estimates available, temporary accommodation or accessibility concerns at a practical level, claim stage, broad timing and preferred contact. It does not advise entry, drying, cleaning, repair, disposal or evidence preservation, assess safety, cause, damage, loss, liability, cover, policy terms, excess, settlement, underinsurance or claim value, request banking, payment, passwords, one-time codes or security answers, contact an insurer, submit or negotiate a claim, accept an instruction, quote or promise a result. Active fire, flooding, unsafe electricity, sewage, structural danger, suspected crime or immediate risk needs the appropriate emergency, utility, police, insurer or competent 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.

The first hours can feel overwhelming

Callers may have several professionals involved and need a clear record without receiving improvised insurance advice.

Policy and damage conclusions require evidence

A telephone description cannot establish cover, cause, liability, scope or value.

Case review demands concentration

A new household can be acknowledged without interrupting the documents and duties owed to an existing client.

What a better handover can change

Less interruption now, a clearer thread afterwards.

The claim stage is clear

Review incident context, affected areas, parties involved and available documents before deciding how to respond.

Financial secrets stay protected

Your approved wording can keep banking, payment and security details out of introductory call handling.

Your evidence request can persist

Add an approved document, chronology or secure-reference-process question for that known household's next call.

Hope, The Encourager
Available in Ziverly

Hope, The Encourager

For someone looking for household insurance claim-support enquiries, a warm acknowledgement can reassure them that their enquiry has been heard, even when you cannot answer immediately.

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 caller authority, incident, affected areas, claim stage, parties involved, available documents and preferred contact without financial or security secrets.

  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 approved document, chronology or secure-reference-process question so Ziverly can use your latest note without interpreting cover.

  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.

    After the current case documents and client information are secure, verify your PIN to hear only the claim-support enquiries you are permitted 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.

Regulated claims-management or insurance distribution must have FCA permission; consultants must not imply independence where paid by another party.

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 say whether the loss is covered?

No. Policy interpretation, liability, cause, evidence and cover remain with appropriately authorised professionals.

Will it advise the caller what to repair, discard or claim for?

No. It gives no safety, restoration, insurance, financial or legal advice.

Can it accept a case or predict a settlement?

No. Identity, authority, scope, regulatory permissions, fees, instruction and outcome remain within your professional process.

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.