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Valory

Insurance broker answering service

Valory answers policy, renewal and claims enquiries, captures the caller's details and urgency, and routes them to your team.

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Month-to-month plans · Managed setup and ongoing support

When your team needs call cover

  • Client call demand spikes during renewal and incident periods.
  • Urgent claims-related calls need fast triage and clear routing.
  • Manual call handling slows service and increases admin load.

Example workflow for insurance brokers

How calls reach your team

We check how calls from your existing number can be forwarded for full, overflow or after-hours coverage. Supported booking workflows can check availability and book or change appointments under your agreed rules. Other requests reach your team for confirmation. We agree approved answers, enquiry recipients and what happens when they are unavailable, then test calls before launch and keep improving the receptionist using real call feedback.

Discuss your calls

Call type

New policy, renewal or claims callback

A client calls about a renewal or claim, or a prospect asks about cover while your brokers are with clients.

What your team receives

Valory captures the enquiry type, policyholder details if offered, urgency, preferred contact window and requested broker, then follows the agreed renewal, claims or new-business path.

Integrations to discuss

Microsoft OutlookMicrosoft ExchangeGoogle CalendarCalendlyHubSpot CRMEmail summariesSMS

We confirm what can be connected and which actions are available during setup.

Common concern

Will it bind cover or interpret a policy?

Your broker team handles cover, policy interpretation and advice. Valory captures the request, answers approved process questions and routes urgent claims or renewal enquiries under your rules.

Pricing

We set up your AI receptionist, run it for you and keep improving it. Choose the call allowance your business needs; setup is quoted separately.

Pricing snapshot

Plans from $149/mo

One-time setup starts from $990 for discovery, call-flow design, agreed integrations and launch. Your monthly plan covers call handling, monitoring, maintenance and ongoing improvements.

Prices are in AUD. Extra usage and add-ons are charged at your plan rates.

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We learn your business and plan how calls should be handled
We set up the voice and the information your agent needs
We connect the calendars and business tools agreed in your setup
We test the calls and support you through launch

Free calculator

Explore the value of additional enquiries

Use your own enquiry volume, booking rate and job value to estimate potential gross revenue, then compare it with the cost of delivery and call handling.

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Frequently Asked Questions

Everything you need to know before getting started

What can Valory capture for insurance brokers?
New-business enquiry type, renewal or claims callback intent, policyholder details if offered, urgency, and preferred contact window for the broker team.
Will the AI quote cover or give insurance advice?
No. Valory should not bind cover, interpret policy wording, or provide personal advice. Those conversations escalate to licensed brokers.
Can claims and renewals be prioritised differently?
Yes. You can define separate intake and escalation rules for claims urgency, renewals, and new-business quotes.
Does this help when brokers are with clients?
Yes. Missed calls during meetings become structured opportunities instead of voicemail, with cleaner follow-up context.

Still have questions? Book a walkthrough and we'll answer them all.

Useful guides and customer examples

Improve client response quality at scale

See how Valory can capture renewal, policy and claims enquiries and route the details to the right team.