JOBWARD FOR INSURANCE
Give new and existing customers a clear route to a licensed advisor, especially when calls overlap or the office is closed. Routine information stays easy to find.
Chatbot · SMS · AI voice, configured around your team.
Jobward Sales Assistant•••I’m the agency’s AI assistant. I can help request a call with an advisor. Is this a new enquiry or about an existing policy?
6:52 PMI can pass that request to the team. What is your preferred time and contact number?
6:52 PMIllustrative conversation · 6:52 PM · Voice enquiry transcript
Pick the responsibilities that will make the biggest difference first.
Capture the type of insurance enquiry and arrange advisor callbacks. Keep follow-up tasks and contact records organized.
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Provide approved office and contact information. Direct claims and policy-specific questions to the designated insurer or licensed team.
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Prepare approved educational posts, maintain office listings and organize review monitoring and response drafts.
Explore the assistant →YOUR BUSINESS, CONNECTED
Track the enquiry, the follow-up and your online presence in your Jobward platform.
HUMAN OWNERSHIP
Your licensed team owns coverage explanations, quotes, binding, cancellations and claims decisions. AI never promises that a loss is covered.
When a request is outside the agreed scope, the assistant records the enquiry and uses your handoff process. Your team decides what happens next.
Start with a focused, useful job description.
Agree a baseline, then monitor progress.
Examples show intended workflows, not customer results. Bookings require an approved calendar connection; otherwise your team confirms the request. Product editions and integrations are agreed before launch.
NATURAL AI, CONTINUOUSLY IMPROVED
We review clarity, helpfulness and successful handoffs—not just how many messages the assistant sends.
Start with one workflow. Build confidence. Expand when it helps.
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