AI LEAD INTAKE FOR INSURANCE BROKERS
Every insurance client brief, ready before the first conversation
Bowr sits on your website and conducts intelligent intake conversations 24/7, identifying cover type, renewal timeline, and urgency, and delivering a structured brief before you pick up the phone.
The problem
Insurance enquiries have deadlines. A slow response means losing the client.
Renewal deadlines create urgency and your competitor knows it
A business owner's policy expires in two weeks. They search for a better deal on a Tuesday evening. You don't see the enquiry until Wednesday. By then, they've already spoken to two other brokers.
Your contact form gives you no risk information
Name, email, 'need insurance.' You call back not knowing what type, what the business does, what the risk profile is, or what they're currently paying. Every intake call starts cold and often wastes time.
New businesses need cover fast
A new business opening in three weeks is one of your highest-converting enquiries, they have a hard deadline and no existing relationships. But only if you respond before they find someone who does.
After-hours enquiries are your best leads
People stress about insurance outside of business hours. They search when they realise their lease requires public liability, when they've had a near-miss, or when renewal notices arrive in the evening post. Your website needs to respond then.
How Bowr Works
A conversation that qualifies, not interrogates.
Visitor starts a conversation
Bowr introduces itself as your intake assistant, not a chatbot. It greets the visitor warmly, in your brand's tone and voice.
AI infers the enquiry type
Within the first response, Bowr understands what the visitor needs and asks intelligent follow-up questions scoped to your services.
Enquiry is qualified and scored
Bowr scores urgency, fit, and lead temperature. Out-of-scope enquiries are redirected gracefully. Only the right ones progress.
Brief sent to your phone instantly
The moment the conversation ends, you receive an SMS and email - who they are, what they need, urgency, and a recommended action.
Built for INSURANCE BROKERS
Bowr knows what it won't do.
For insurance brokers, this matters. Bowr is designed around intake, not insurance advice. It will never recommend cover, quote premiums, or advise on policy suitability. That protects your licence and builds client trust.
Never gives financial advice
Bowr is trained for intake only — it won't discuss investment strategies, recommend products, comment on super performance, or provide any guidance that constitutes financial advice. All substantive questions are redirected to the consultation.
Stays within your licensing scope
You define your advice areas and client types during onboarding. Bowr only qualifies enquiries that match. Out-of-scope requests are handled professionally and redirected.
Handles sensitive life events with care
Financial enquiries often follow life events — divorce, death, redundancy, windfall. Bowr responds with empathy and professionalism, never making someone feel interrogated.
Always moves toward the next step
Every conversation ends with the visitor knowing exactly what happens next. No dead ends, no ambiguity.
The cost of doing nothing
Your website attracts enquiries.
Your intake process loses them.
The bowr comparison
You’ve tried the rest.
Now try the best.
The intake brief
Know their goal and situation before you dial.
Every completed intake generates a full structured brief, delivered to your phone and inbox the moment the conversation ends. No more calling back blind.
Client name, phone, email— captured during intake
Life stage & goal— retirement, investment, protection, estate
Current situation— super balance range, existing advice, trigger event
Timeline & urgency— how pressing is the need?
Lead temperature & score— hot, warm, or cool
Recommended action— AI's suggested next step
Full transcript— every message saved and searchable
Pricing
One AI intake agent.
Every client understood before the first call
One AI intake agent on your website. Qualified leads in your inbox before you call. No lock-in.
30-day free trial · No credit card required · Cancel any time
FAQS
Questions about Bowr for insurance brokers
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Never. Bowr is an intake agent, not an insurance adviser. It will not recommend specific policies, quote premiums, compare insurers, or provide any advice that requires a licence. Its role is to capture the cover type, renewal timeline, and key risk details so you can walk into the first call prepared to have a proper advice conversation.
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Yes. If a visitor mentions that their policy has lapsed, is about to lapse, or that they have had a claim rejected due to inadequate cover, Bowr escalates the urgency score and flags it in the brief. These are high-priority enquiries and the brief will ensure they reach you quickly.
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The insurance broker intake covers business insurance, professional indemnity, public liability, management liability, cyber insurance, personal insurance, life and income protection, and fleet and motor vehicle cover. You configure your focus areas during onboarding and Bowr only qualifies enquiries relevant to what you broker.
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Yes. The intake asks about current policy renewal dates and flags enquiries with near-term renewals with elevated urgency. This is particularly valuable for business insurance renewals, you will know which prospects have a genuine timeline before you make the call.
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Bowr is configured for new business and renewal intake, not claims management. If a visitor contacts you through the widget about an active claim, Bowr will acknowledge their situation and direct them to your claims contact channel. It will not attempt to capture claim details or provide claims guidance.