Voice AI + SMS + chatbot, all trained on your knowledge base, booking confirmed insurance appointments straight into your calendar. $150 + GST per confirmed appointment. No retainers. No shared leads.
Five steps between your ad spend and a compliance-tagged, verified insurance lead landing in your CRM.
We design a compliance-aware intake form tailored to your product — capturing policy type, coverage needs, existing cover status, and premium budget. No misleading claims, no bait-and-switch.
Campaigns launch across Meta and Google, geo-targeted to New Zealand regions. We test creative, audiences, and placements — optimising for cost per qualified lead, not vanity clicks.
Our AI voice agent calls each lead within seconds. It verifies identity, confirms intent, asks about existing cover and claims history, and filters out tyre-kickers before they reach your team.
Verified leads push to your CRM in real time — complete with compliance tags, call recordings, qualification notes, and lead score. Your advisers see exactly what they need to close.
We review cost-per-lead, contact rates, and policy conversion data every week. Underperforming audiences get cut. Winning creatives get scaled. Your CPL drops over time.
Whether you underwrite it or broker it, we build the lead pipeline to match your book.
Term life, whole life, and income protection leads. We qualify on age, health status, existing cover, and sum insured — so your advisers spend time on prospects who are genuinely shopping.
Leads actively comparing health plans — surgical, specialists, everyday cover. Qualified on current provider, family size, and monthly budget expectations.
Homeowners and renters looking for new cover or switching providers. We capture property type, location, sum insured, and whether they currently hold a policy.
Comprehensive, third-party, and agreed-value leads. Qualified on vehicle details, driving history, current insurer, and renewal timing.
Public liability, professional indemnity, and commercial property leads. We qualify on business type, employee count, revenue band, and existing cover status.
Broad general insurance leads across multiple product lines. Ideal for brokerages that write across categories and want a steady flow of qualified enquiries.
Insurance is not like tradies or real estate. The compliance bar is higher, the conversion window is tighter, and the cost of a bad lead is an adviser's entire afternoon.
Every ad, landing page, and form is written to avoid misleading claims. We do not guarantee coverage, fabricate savings figures, or use fear-based messaging. Your brand stays clean — and so does your FMA record.
Insurance shoppers compare multiple providers in a single session. If you call back in two hours, they have already signed with someone else. Our AI voice agent contacts leads within seconds of form submission — while they are still on their phone.
We do not send you a name and phone number. Every lead includes policy type, existing cover, premium budget, claims history, and a compliance-tagged call recording. Your advisers open the CRM and know exactly where the conversation starts.
Phone number validation, duplicate detection, and AI-powered intent scoring strip out junk before it touches your pipeline. You only pay for leads that are real people with real insurance needs.
FAQ
We generate qualified leads across life insurance, health insurance, home and contents, car insurance, business insurance, and fire and general. Each lead type has its own qualification criteria tailored to the product.
Yes. All ad copy, landing pages, and qualification funnels are written to avoid misleading claims and meet Financial Markets Authority guidelines. Every lead is delivered with compliance tags and call recordings for your records.
Leads are delivered in real time. Our AI voice agent contacts each prospect within 60 seconds of form submission, qualifies them, and pushes verified leads directly into your CRM with full context and compliance tags.
No. Every lead is 100% exclusive to your business. We never sell the same lead to multiple providers. This means you are not competing with other brokers to contact the same prospect.
Insurance appointments are NZ$150 + GST per confirmed appointment. You only pay when our Voice AI, SMS, or chatbot books a qualified prospect into your calendar. No retainers, no setup fees, no charge for unqualified leads.
Each lead includes the prospect's contact details, policy type of interest, existing cover status, premium budget, and a compliance-tagged AI call recording. Your advisers get the full picture before making contact.
How the AI handles insurance leads
Voice AI, SMS, and an AI chatbot — all trained on your insurance knowledge base, all running the same compliance-aware qualifying logic, all dropping confirmed adviser appointments straight into your dedicated CRM workspace.
Within 60 seconds of form submission, a natural-sounding voice agent calls the prospect, runs your compliance-aware script, and books the adviser meeting before the call ends.
No answer? A personalised SMS lands within seconds and carries on a real conversation by text — answering policy questions, sending the calendar link, and locking the appointment in.
On your website, in Messenger, on WhatsApp. The same AI answers product questions, qualifies inbound chat, and books adviser meetings 24/7 — escalating complex cases to a human.
Same AI Conversion Engine, localised for your market. $150 + GST per confirmed appointment, wherever your leads are.