AI Agents Insurance Broker

The All Hours Lead Qualifier.

Inbound enquiries were arriving from every direction — website, WhatsApp, telephone, and email. Without a centralised system it was chaos: messages missed, manual replies too slow, and prospects already gone to competitors by the time anyone picked up. We deployed an invisible AI system that intercepts every lead at the source and books the appointment automatically. The result: a 162% increase in booked appointments.

162%
Increase in booked appointments
<5 min
Response time on every inbound enquiry, 24/7
0
Manual admin left in the lead qualification process
Professional office environment

Leads coming from everywhere. Falling through the cracks.

Inbound enquiries were coming in from all angles — website forms, WhatsApp, telephone, and email. Without a centralised system to handle them, it was chaos. Messages were missed, and by the time the team manually replied, prospects had already gone to a competitor.

The sheer admin of chasing leads, having qualification conversations, and cross-referencing diaries was costing real revenue and burning hours of valuable time every week. The team was reactive, not proactive — always playing catch-up with enquiries that should have been converting.

The business needed speed, consistency, and a system that would never miss a lead — regardless of what time it came in or which channel it arrived on.

Intercept every enquiry. Book the appointment. No human needed.

We deployed our "All Hours Lead Qualifier" — an invisible, n8n-powered system that intercepts every inbound enquiry at the source. The client never has to touch the process.

If a lead rings, an AI voice agent immediately calls back to qualify them. Crucially, the system knows when to back off: any call received after 8:30pm automatically triggers a text message instead — capturing the lead without an intrusive late-night phone call. For WhatsApp and email, the AI handles the full conversation itself.

Once qualified, the system accesses the live diary, books the appointment with intelligent buffer time between meetings, and logs everything seamlessly into a central Google Sheet. From first contact to confirmed booking — completely automated.

What We Built

Three systems. Every lead captured, qualified, and booked.

01

Omnichannel Lead Interceptor

Every inbound enquiry — regardless of channel — is captured the moment it arrives. Website forms, WhatsApp messages, emails, and phone calls are all routed into a single unified pipeline. Nothing is missed, nothing sits in an inbox waiting for a human to notice it. The system triggers immediately on every new contact, so the response window starts in seconds, not hours. We handled the full technical integration across all four channels so the client didn't need to change how their customers contact them.

n8n WhatsApp API Webmail Telephony
02

AI Voice & Messaging Agent

For phone enquiries, an AI voice agent calls the lead back immediately to qualify them — asking the right questions, in the right tone, at the right time. After 8:30pm, the system automatically switches to SMS instead, so no one gets a late-night phone call they didn't ask for. For WhatsApp and email, the AI handles the full back-and-forth qualification conversation autonomously. During testing we actually had to programme a deliberate delay — the system was responding so fast it felt unnatural.

AI Voice Agent Claude AI SMS n8n
03

Smart Diary & CRM Sync

Once a lead is qualified, the system accesses the live diary in real time, identifies the next available slot with appropriate buffer time between appointments, and books the meeting automatically — no back-and-forth, no manual diary checking. A confirmation goes to the prospect immediately. Every interaction, qualification outcome, and appointment is logged into a central Google Sheet, giving the business owner a clean, real-time view of their pipeline without touching any of the admin themselves.

Google Calendar Google Sheets n8n
Customer service and communication
The Results
162%
Increase in booked appointments — a packed diary from the same volume of inbound leads
<5 min
Response time on every enquiry — we had to slow it down during testing, it was too fast
100%
Of manual lead admin eliminated — the owner now focuses entirely on closing qualified deals

Your business has
grunt work like this too.

We'll find it in a free 30-minute audit — and tell you exactly what we'd automate first.

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