AI Receptionist for Insurance & Financial Services
An AI Receptionist Built for UK Insurance & Financial Services
VoxHive answers incoming calls, handles approved routine enquiries, captures caller details and supports configured intake, appointment and callback workflows.
The problem
Important enquiries can arrive while your team is already helping another client.
Brokers and advisers spend much of the day in conversation. While one caller is being helped, the next is waiting, going to voicemail or ringing a competitor instead.
VoxHive adds an administrative enquiry-handling layer to your line. It answers, establishes what the caller needs, responds to routine questions from your approved information and records everything else for the right person. It is not an adviser and is not presented as one.
What VoxHive handles
What VoxHive handles for Insurance & Financial Services
Each of these can be configured for your business, using your own wording and call-handling rules.
- Policy enquiries
- New client leads
- Callback requests
- Office information
- Complaint routing
- Out-of-hours messages
How it works
From first contact to your dashboard.
- 1
Phone, web, email or WhatsApp
A customer gets in touch on whichever channel you have configured.
- 2
VoxHive answers
It responds immediately using only your approved knowledge and call-handling rules.
- 3
Booking, message or lead
It captures the enquiry, takes a message or handles the appointment workflow you have set up.
- 4
Your dashboard
The conversation, summary and captured details land in your VoxHive dashboard.
Plans from £49/month
See VoxHive working for your insurance & financial services
Start with a 14-day free trial, no card required, or compare the plans and included AI voice minutes.
Enquiry types
Administrative enquiries your line receives every day.
New customer enquiries about the services you offer, messages from existing customers for a named person, callback and appointment requests, questions about office hours and how to reach a department, and general service questions answerable from your approved information.
Claims-contact enquiries can also be handled according to your configured administrative workflow, for example capturing the caller's details and policy reference and directing them to the correct claims route.
VoxHive does not adjudicate or assess claims. Its role in a claims call is to take accurate details and pass them on under the process you have set out.
Claims enquiries
Capture claims-related enquiries without making claims decisions.
When someone calls about a claim, VoxHive can follow your configured administrative workflow: confirm who is calling, take the reference you require, record a factual description of what has happened, note the best contact route and pass it to your claims handlers.
It must not determine coverage, accept or reject a claim, assess liability, estimate a settlement, or interpret policy wording as professional advice. If the caller asks any of those, it explains that a member of your team will handle it and captures the enquiry.
Regulatory boundary
Enquiry handling, not financial advice.
VoxHive is designed to support administrative customer communication. It should not recommend financial products, provide investment or insurance advice, assess suitability, determine eligibility or make regulated decisions on behalf of your business.
Regulated conversations stay with your authorised people. VoxHive's job is to make sure the caller reaches them with the right information already captured, and to be clear about what it cannot answer.
Appointments
Callbacks and appointments with authorised staff.
Where connected to your booking or scheduling system, appointment requests can be handled to your configured rules.
Otherwise VoxHive captures the request, the caller's availability and the subject, and your team confirms. Callers are never told a time is reserved when no live availability has been checked.
Approved business knowledge
Your business information. Not generic financial answers.
VoxHive answers only from information your business has approved: the types of cover or services you handle, office hours and contact routes, administrative procedures, documentation requirements and your call-handling rules.
Anything outside that set is treated as unknown. It tells the caller the answer is not available to it, then captures the enquiry and routes it under your configured workflow.
How we describe capability
- Can be configured to handle your routine enquiries.
- Where connected to your booking system, it supports appointment workflows.
- Using your approved knowledge, it answers consistently every time.
- Where supported by your workflow, it routes urgent calls to a person.
Always available
Cover your line outside office hours.
24/7 call handling
Calls are answered at night, at weekends and over holidays, following your out-of-hours instructions.
Consistent responses
The same approved wording on every call, so administrative answers stay consistent between callers.
Handle multiple calls at the same time
VoxHive can handle simultaneous conversations, helping reduce missed enquiries and unnecessary waiting when call volumes spike.
Lead and enquiry capture
Names, numbers and what the caller wanted are captured and passed to your team.
Appointment workflows
Where configured, appointment requests are captured and handled to your rules.
Your knowledge, one place
One approved source of answers across phone, email and web chat.
FAQ
Common questions.
Can VoxHive take calls when our team is on the phone?
Yes. When advisers or brokers are already in conversation, VoxHive can answer, handle configured administrative enquiries and capture details for anything that needs one of your people.
Can it handle new customer enquiries?
It can explain the services you have approved it to describe, take the caller's details and the nature of their enquiry, and pass a structured request to your team. It does not quote, recommend a product or accept business.
Can it deal with claims-related calls?
It can capture claims-related enquiries and follow your configured administrative workflow, such as recording a reference and a factual description and routing the caller. It does not determine coverage, accept or reject claims, assess liability or estimate settlements.
Does VoxHive give insurance or financial advice?
No. It should not recommend products, advise on investments or insurance, assess suitability or determine eligibility. Regulated conversations and decisions remain with your authorised staff.
What happens when a caller asks something it can't answer?
It says the information is not available to it, then captures the question and the caller's details and routes the enquiry under your configured workflow instead of speculating.
What systems does VoxHive need to connect to?
None to start: it can run on approved information and capture enquiries for your team. Where you want it to work alongside a broking, CRM or policy system, requirements depend on that system and the workflow needed, and we do not claim a named integration unless it is currently supported.
Ready for your business
We will walk through how insurance & financial services use VoxHive, what it can be configured to do for you, and what it will not do.
- UK hosted
- Designed to support your data protection requirements
- No setup fee
- Cancel anytime
Want to see how AI receptionists work specifically in insurance & financial services? Read our practical guide to AI receptionists for insurance & financial services, covering the calls that come in, what callers ask and what the receptionist should never attempt.
Or browse every industry we support.