For protection and insurance brokers

Every lead answered in seconds, from first question to application.

An AI assistant in your firm's name answers each enquiry straight away, compares quotes across the market and takes the application, then hands over to your advisers when it matters.

Whole of market quotes · Hands over to your team

Plans from £99.00/mo + VAT, with usage credit included. Month to month, cancel anytime.

Northbank Protection Typically replies instantly
Today
We've just bought a house and have two kids. How much life cover should we look at?19:02
Congratulations on the new home. Most families start with enough to clear the mortgage. I can compare prices across the market for you now.19:02

Quotes across the market

Level term life cover for you both, based on your mortgage.

Cover£250,000 over 25 years
Insurers compared9
Comparing prices
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Fictional brokerage · Automated journey

Why protection and insurance brokers use it

Fewer leads lost between the click and the call.

01

Every lead answered straight away

A new enquiry gets a reply in seconds, by chat, text or email, and keeps getting follow ups until they answer or say stop.

02

Quotes and applications in the conversation

The assistant gathers the details, compares cover across the market and starts the application, without anyone re-keying a form.

03

Your advisers when it matters

Complex cases, vulnerable customers and anyone who asks for a person go straight to your team, with the whole conversation attached.

Advice stays with your advisers. Every reply is checked against your rules and recorded.

Everything in your account

One place for every customer conversation.

WhatsApp, SMS, email and web chat

Customers reply where they already are, with the whole conversation beside each one in your inbox.

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Follow ups that run themselves

Reminders and hand-offs to your team happen on time, so nothing waits on someone remembering.

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Outreach across your book

Turn renewals, lapsed cover and quiet leads into personal conversations, one person at a time.

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Bookings in your diary

The assistant offers times and books the call into your calendar, so people come back ready to talk.

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Inside ChatGPT and Claude

Put your products in the AI assistants your customers already use, so the quote comes from you.

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Compliance you can prove

Every reply is checked against your rules and recorded with the reason, ready for your compliance team.

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Create your assistant

Then choose a plan and add a card. Month to month, cancel anytime.

Your brokerage, ready for the next lead.

Not sure yet? Ask our assistant anything about the platform: it runs on the same software you'd be signing up for. Or book a call with the team.