Water damage at midnight, a quote the next day, a worrying renewal. Your receptionist sorts the call, sends a loss to 911 when there is danger and then to the insurer’s line, and passes every decision to your licensed representative.
$49 CAD / month · 50 Standard calls · 1 local number · no setup fee · no contract. Free trial: 7 days, 20 answered calls, no card.
Zenvox is an AI receptionist for property and casualty insurance brokerages across Canada. She answers in English and French, tells a claim from a quote, a policy change or a renewal, sends a loss in progress to 911 when there is danger and then to the insurer's claims line, and passes every decision to a licensed representative. She quotes no premium and confirms no coverage. The Legal & accounting base costs $49 CAD a month, with 50 Standard calls included, one local number, no setup fee and no contract. The free trial runs for 7 days and covers up to 20 answered calls, with no card.
The text you get
Loss — water damage in progress, Saturday 11:10 p.m. Nobody hurt. Insurer's claims line given. Policy number recorded. No coverage confirmed. Callback at opening.
The broker reads the alert on Sunday morning: water damage in progress, nobody hurt, the insurer's claims line given, the policy number, and a note that no coverage was confirmed.
Saturday, 11:10 p.m. The brokerage is closed. A client calls: a pipe burst in her kitchen and water is still running.
ReceptionistHello, let me take your name and a number to reach you. Is everyone safe?
CallerYes, nobody's hurt, but the water is still running. Am I covered?
ReceptionistI cannot speak to your coverage; your broker will call you back about that. For the claim, your insurer's line answers at any hour: I will give you the number the brokerage has on file for your insurer.
CallerThanks. I have my policy number right here, if you want it.
ReceptionistI am recording it, with the date and the type of damage. Your broker is getting an alert now and will call you back when the office opens.
Water damage, fire, theft, a collision: she first asks whether everyone is safe and sends the caller to 911 if there is danger. Then she gives the insurer's claims line you have set, records the type of loss and the date, and alerts the broker. She does not say whether the loss is covered.
Auto, home or business: she records the type of insurance, the current insurer and the desired start date. She quotes no premium and compares no insurers.
« My premium went up. » She records the policy number and the renewal date, and passes the question to the broker, who explains it.
New address, new vehicle, new driver: she records the policy number, the change and the desired effective date. She does not say the change is in force.
She discloses nothing without authorization, records the file, the reason and the deadline, and leaves a priority message for the broker responsible.
She asks whether the person is already a client of the brokerage; if not, who their current insurer is. She does not confirm that someone is a client without verifying identity.
What she handles between the loss at night and the next day’s quote, and what belongs to your licensed representative.
She first asks whether everyone is safe, and sends the caller to 911 if there is danger.
Safety comes before the policy number and before the claim.
She gives the insurer’s claims line your brokerage has set.
With no number set, she asks for the one printed on the insured’s card or policy.
She records the type of loss, the date and the policy number if it is at hand, then alerts the broker.
The broker reads the alert with what is needed to call back.
She records the type of insurance, the current insurer and the desired start date.
The premium is worked out by the broker, not over the phone.
For a policy change, she records the change and the desired effective date.
She does not say the change is in force.
She records who referred the caller to the brokerage.
The referral source stays attached to the request.
She asks whether the person is already a client of the brokerage, and if not, who their insurer is.
A current client gets no information before identity is verified.
For a renewal, she records the policy number and the date, and passes the question to the broker.
The broker is the one who explains a premium increase.
She leaves a priority message when an adjuster, an insurer or a garage calls.
File, reason and deadline are recorded; nothing is disclosed without authorization.
She keeps to the type of insurance, client status and the date at stake.
The licence, date of birth and banking details go through the broker’s secure channel.
She books a callback or a meeting into your windows for a business quote.
A loss is not booked: it follows the alert.
She files the written summary of every call in the app.
Each decision waits there for your licensed representative.
Each of these options is added separately, when it is useful to you.
With Recurring engagements, renewal dates across clients are tracked by cycle.
The list of what needs reviewing stays visible until the file is closed. Recurring engagements
With Documents and deadlines, documents for a quote or a change are tracked until they arrive.
The follow-up stops as soon as the document comes in. Documents and deadlines
With the email inbox, she reads written change requests and links them to the right file.
The reply goes out as a draft your broker approves. Customer email inbox
She answers from your brokerage’s calls and requests that you have access to. A question about an option applies only if you have switched it on.
The questionWhich renewals are waiting for a callback this month?
She retrieves the renewal dates captured and the clients’ questions. She quotes no premium.
Which losses were reported since Friday?
She retrieves the type of loss, the date and the claims line given. She does not say whether they are covered.
Which clients still have an open question on their renewal?
Add-onWith Recurring engagements: the cycles tracked and the open questions until the file is closed. Without the option, she does not track those cycles.
Your insurers' claims lines, who to alert for a loss, the types of insurance you place, your callback windows and what goes to customer service. You change it all from the app.
Name and number first. Then the type of call: loss, quote, change or renewal. For a loss, safety before anything else. Then the type of insurance, current client or not, and the date at stake.
A loss becomes an alert, a quote or a change becomes a written intake with its date, and a renewal joins your follow-up. Coverage, premium and the choice of insurer stay with your representative.
A receptionist who answers when your brokers are in meetings or closed, sorts a loss from everything else and passes each decision to the right representative. No setup fee, and you keep your number.
She does not confirm that a loss is covered and gives no coverage advice.
This is included in your base plan. She answers using the calls, requests and business information you are allowed to access.
Talk to your receptionistA question you can ask
Which renewals are waiting for a callback this month?
She retrieves the renewal dates captured and the clients’ questions. She quotes no premium.
Beyond the base plan. Each one is added on purpose, separately from the base. None is switched on unless you choose it.
You can add a channel so she can continue the conversation with your customers. Any action she takes follows the same rules and the options you have chosen.
Optional customer channel
Receive written change requests (address, vehicle, driver) and prepare a draft reply the broker approves.
The transactional messages provided by your base plan and your own questions to the receptionist remain included.
A brokerage offers products from the insurers in its network, where an agent offers those of a single insurer (ChAD, Quebec's damage insurance chamber). A brokerage's phone mixes calls that have nothing in common: a loss in progress, a request for a quote, a policy change, a worrying renewal, an insurer's adjuster looking for the broker on the file.
Your receptionist sorts these calls in the first few sentences. For a loss, safety first: 911 if there is danger, then the insurer's claims line your brokerage has set, or the one printed on the insured's card, and an alert to the broker. For the rest, she records the type of insurance, whether the caller is a current client and the date at stake.
Every decision belongs to a licensed representative: coverage, premium, the choice of insurer, confirmation that a change is in force. Your receptionist does not ask over the phone for a driver's licence number, a date of birth or banking details; your broker collects them through a secure channel.
The other lines of work in this section run on the same engine, with their own requests and their own rules.
AI receptionist for law and accounting firms in CanadaPractices: screening calls without losing the fileSafety first: she asks whether everyone is safe and sends the caller to 911 if there is danger. Then she gives the insurer's claims line your brokerage has set, or the one on the insured's card, records the type of loss and the date, and alerts the broker. She settles nothing and does not say whether the loss is covered.
No. The premium, the coverage and confirmation that a change is in force belong to a licensed representative. She records the desired effective date and your broker calls back.
From your instructions: you enter the line of each insurer you work with. Otherwise, she asks the insured for the number printed on their card or policy. She makes none up.
Because that is personal information your broker needs for the quote, and collects through a secure channel. Your receptionist keeps to the minimum: the type of insurance, current client or not, and the date at stake.
She answers under your brokerage's name and recommends no insurer. The broker compares products from the insurers in their network; an agent offers those of a single insurer.
She records the policy number and renewal date when a client calls, and passes the question to the broker. With the Recurring engagements option, those dates are tracked across clients until the file is closed.
Start your free trial with your email. Your website can help prepare your business information, but it is optional. Confirm the facts, choose a first task and test your receptionist. You can try options too, starting with the ones you need.
Insurance brokers
