Clinqly for Insurance Brokers
Answer policy questions, route the new business
Clinqly answers routine policy, claims, and cover questions from your knowledge base, separates new business from servicing, and routes each enquiry to the right team around the clock.
- 14-day free trial
- No contract
- Live in under an hour
- UK-based support
CS-1042
Incoming enquiry
Latest message
Routed · New business
Routine policy and claims questions answered instantly
New business separated from servicing and routed correctly
Structured enquiries captured 24/7 for your team
Common challenges for insurance brokers
- Policy and claims questions repeat all day and tie up brokers
- New business enquiries get lost among servicing requests
- After-hours enquiries wait until the office reopens
Deflect routine servicing questions and route qualified new business to your brokers.
Conversation flow
Support request
My broadband has been down since yesterday, I've restarted the router twice.
Answer + capture
Topic: Technical issue · Urgency: High · KB answer provided · Escalation flagged · Score 72 WARM
Team handoff
Structured case in inbox · Agent notified · Status: In progress
How it works
Answer → Capture → Escalate
- 1
Answer from your knowledge base
Clinqly responds to billing, coverage, and how-to questions from your approved docs, deflecting the repetitive load around the clock.
- 2
Capture structured context
It works out whether an enquiry is billing, technical, or sales, captures the detail, and scores urgency before anything reaches your team.
- 3
Escalate only what needs a human
Cases that genuinely need an agent arrive structured and prioritized, no booking flow forced on a support conversation.
Why insurance brokers choose Clinqly
24/7
Every enquiry captured and scored, even when you're closed
< 1 hr
From sign-up to live on your website
No contract
Month-to-month, cancel anytime
FAQ
Insurance Brokers, common questions
Can Clinqly answer policy and cover questions?
Yes, from your approved knowledge base, policy wordings, claims processes, and FAQs, citing sources so customers get answers your team trusts.
Can it tell new business from servicing?
Yes. It captures intent and routes new-business enquiries to your sales team while deflecting routine servicing questions.
Does it give regulated advice?
No. Clinqly answers factual and process questions and captures enquiries, it routes anything requiring advice to a qualified broker.
Ready to get started?
Start free trial on all plans. Free setup during rollout, live in under an hour.