Protect Your Book. Capture Every Lead. Renew Every Policy.
Ava qualifies new leads, books consultations, and handles policy inquiries 24/7, then runs the renewal campaigns and cross-sell sequences that protect your book of business and grow your AUM.
Sound Familiar?
Every broker loses business to these problems. The ones growing their book have fixed them.
After-Hours Leads Go to Competitors
A homeowner just got a rate quote from your competitor and wants to compare. They call you at 9 PM, get voicemail, and end up going with who answered.
Renewal Tracking is Manual and Error-Prone
Renewal dates scattered across spreadsheets and calendars. Clients slip through the cracks. A policy lapses and the client is furious, or gone.
Claims Calls Disrupt Your Day
A client calls about a claim during your busiest prospecting hour. Ava handles the intake, documents the details, and routes it properly, without disrupting your flow.
Cross-Sell Opportunities Missed
You know your auto client should have home insurance with you. But without a systematic outreach process, those conversations never happen.
How Ava Helps Your Insurance Brokerage
From new lead qualification to claims intake, built for Canadian insurance brokers and the regulatory landscape they navigate.
24/7 Lead Qualification
Every inbound lead answered instantly. Ava qualifies coverage type, current carrier, renewal date, and budget, so you get warm, pre-qualified leads, not cold callbacks.
Consultation Booking
Ava schedules new client consultations and annual review calls directly into your calendar. Clients get an SMS confirmation and a reminder before the call.
Claims Intake
Ava handles initial claims calls, collecting the incident details, policy number, and contact info, and creates a structured ticket for your team to follow up.
Policy Q&A
Coverage questions, deductible reminders, what's included and excluded, Ava handles the common questions that eat up your day.
Appointment Reminders
Automated reminders before scheduled consultations and review calls. Reduce no-shows and keep your pipeline moving.
Lead & Renewal Analytics
Track inquiry sources, consultation conversion rates, policy renewal status, and cross-sell pipeline, all in your AVADesk dashboard.
Retain and Grow with Automated Campaigns
Policy renewals, cross-sell sequences, and annual review outreach, Ava handles the follow-up cycle that most brokers run manually.
Policy Renewal Campaigns
Ava reaches clients at 60, 30, and 7 days before renewal, by call or SMS, to confirm details, answer questions, and lock in the renewal before they shop around.
Cross-Sell Sequences
Client has auto but not home? Ava identifies the gap and runs a personalized outreach campaign, relevant timing, clear value prop, and a direct booking link for a review call.
Annual Review Reminders
Ava proactively schedules annual review calls with every client, building the relationship, uncovering coverage gaps, and preventing attrition.
Referral Nurturing Campaigns
New referrals get a warm outbound call from Ava within minutes of submission, before they forget or find another broker.
Hear It in Action
A home insurance inquiry handled from first question to booked consultation.
Ava: AI Receptionist
● Live Call
Caller
Hi, I'm looking to get a quote on home insurance. We just bought a house.Caller
It's in Mississauga, detached, about 2,400 square feet.Caller
First time as a homeowner, yes.Caller
Yes, that would be great.Caller
Thursday at 2 PM.Caller
David Kim, 905-555-0133.Real Scenarios, Real Results
How AVADesk captures leads and protects your book in everyday brokerage situations.
After-Hours New Lead
A homeowner calls at 8:30 PM wanting to compare rates after getting a competitor quote. Ava answers, qualifies their coverage needs, captures their renewal date, and books a consultation for Friday. You wake up with a pre-qualified lead, not a missed call notification.
Claims Call During Prospecting
You're on a new business call when a client calls about a kitchen fire claim. Ava answers, collects all the incident details and policy info, creates a structured ticket, and sends the client a confirmation text. Your prospecting call continues uninterrupted.
Cross-Sell Discovery
Ava flags during a renewal call that a client has auto but no home insurance. She asks a qualifying question, gets interest, and books a review call. That's a cross-sell conversation that never would have happened without a system.
Renewal Retention Campaign
You have 180 auto policies renewing in the next 30 days. Ava calls each client 3 weeks out, confirms details, answers basic questions, and flags anyone considering shopping around for your team to handle personally. Retention improves measurably.
Simple, Transparent Pricing
No hidden fees. Pay only for what you use.
150 AVA Credits included · $0.30/AVA Credit
- ✓24/7 AI call answering
- ✓Appointment booking
- ✓SMS conversations
- ✓Lead capture & analytics
1000 AVA Credits included · $0.45/AVA Credit
- ✓Everything in Receptionist
- ✓SMS & email campaigns
- ✓Outbound AI calling
- ✓Instagram & Facebook DM auto-reply
- ✓AVA HQ multi-location dashboard
Additional phone numbers: 20 AVA Credits/mo each. See full pricing →
Frequently Asked Questions
Everything you need to know before getting started.
Can Ava handle sensitive coverage questions?
Is client data handled in compliance with insurance privacy regulations?
Can AVA run policy renewal campaigns for our brokerage?
Can Ava handle claims intake?
We have multiple broker offices. Can AVADesk manage all of them?
Ready to Stop Losing Leads and Renewals?
First month free. 150 AVA Credits. No credit card required.
Get Started Free