AI for Insurance Agencies and Brokerages
A water leak on a Sunday night, a storm that floods your lines, a quote request at 9 PM: Vatel picks up.
Vatel's AI insurance agent answers calls from your clients and prospects 24/7. It opens claims by asking the right questions, gathers the details of quote requests, and books a meeting with the right broker. It never gives advice or pricing: it prepares the work for your team.
Claims That Come In at Any Hour
First Notice of Loss
Date, location, damage, and third parties, often called in evenings or weekends.
Real Emergencies
A major water leak or a fire needs to reach the on-call adjuster right away.
Claim Status Calls
"Where's my claim at?", ten times a day.
Quote Requests That Go Cold
Prospects Who Wait
A quote request left until the next day often goes to a competitor.
Information to Gather
Vehicle, property, history, before the broker even gets on the phone.
Follow-Ups
Quotes that were sent and never followed up on.
“Where is my auto claim from last Tuesday?”
Storms and Call Spikes
Jammed Lines
In bad weather, everyone calls at once.
Routine Admin
Address changes, adding a vehicle, payment confirmations.
An Overloaded Team
With no time left to advise clients.
Works with Your Tools
AMS and agency tools: Applied Epic, Momentum, HawkSoft, EZLynx, AgencyZoom, JAS Communications, QCatalyst, and Acturis. Phone systems: Webex, Yeastar, and 3CX.
Your Clients' Data Is Protected
Law 25 (Quebec), fully compliant. PIPEDA (Canada). SOC 2 Type II audit in progress. Controls aligned with ISO 27001. Recordings are encrypted. Your identifiable data is never used to train public AI models.
Visit Our Trust Center →- Law 25
- PIPEDA
- AES-256
- TLS 1.3
- SOC 2 infra
Insurance Agency FAQ
Another question? sales@vatel.ai
An AI voice agent answers calls from your clients and prospects when your team is busy or away. It opens claims, gathers the details of quote requests, and books meetings with your brokers. It never gives advice or pricing: that stays with your team.
Yes. The agent asks the questions you define, like the date, circumstances, damage, and third parties, then sends the file straight to your management system or CRM. Your team gets a complete file, ready to process, even if the call came in overnight.
No. The agent gathers the useful information, like vehicle type, property value, or history, then books a meeting with the right broker. Advice and quotes stay with your licensed team, who start the meeting with a file already filled out.
Yes. Vatel is fully compliant with Law 25 and follows PIPEDA. Data is encrypted in transit and at rest, only authorized people at your agency can access it, and you choose how long it's kept. Vatel never sells data to third parties.
The agent takes as many calls as needed at the same time. Your clients never get a busy signal, even when claims pour in. Every claim is logged with its details, so your team can handle files by urgency instead of chasing voicemails.