Live in 90+ brokerages today

Nobody's making the call.

Wilbert makes the calls your team can't. AI voice workers that collect, cross-sell, and follow up — 24/7, zero integrations.

73%
of outbound calls never get made
£0
to get started. Zero integrations.
Day 1
your AI workers are calling
Wilbert command centre — dashboard with 247 policies, 142 calls this week, 89.2% retention
AI Voice Workers

Give us one call flow.
We'll have AI running it in days.

Tell Wilbert who to call and why. The AI does the rest — politely, consistently, at scale. No integrations. No IT project. Just results.

See how each workflow works →
💷

Collect unpaid premiums

Your team knows which accounts are overdue. They just can't get to them. Wilbert calls every one — politely, persistently, automatically. Disposition logged, incidents created for follow-up.

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📊

Cross-sell discovery

Call existing clients to find policies they hold with competitors. Identify cross-sell opportunities your team never had time to uncover.

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📞

Lead triage

Qualify new enquiries before a human picks up. Interested leads get warm-transferred live. Not interested? Handled gracefully.

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🔄

Renewal follow-up

Call clients whose policies expire soon. Remind them, answer questions, book callbacks with your team.

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+

Your workflow here

Need a different call flow? Tell us what your team isn't getting to — we'll build it together and have it running in days.

Let's talk →

Campaign Manager

Upload a CSV or select contacts from your data. Wilbert calls each one, logs dispositions in real-time, auto-creates incidents for interested contacts, and schedules callbacks for reschedules.

8 interested
4 rescheduled
6 declined
5 unavailable
Example: 23 renewal calls completed in 35 minutes. 6 incidents created. 4 callbacks scheduled.
Renewal Campaign — Live Results
Calling... 0 / 5 contacts
ContactPhoneDispositionNotesIncident
No APIs
No BMS integration. No IT project. Just a phone number.
CSV in
Upload your contact list. Wilbert starts calling.
Day 1
Revenue impact from the first week. Not the first quarter.
Wilbert — AI Voice Call
Ask about your incidents, clients...
Watch Wilbert launch a renewal call in real-time. This is the actual product flow.
The Platform

One AI. Your entire brokerage.

Workers are just the start. Wilbert is your AI-powered command centre — one chat interface where your team manages their entire book of business.

Stop losing context between channels. Every client conversation — WhatsApp, email, phone — in one place.
Launch a call from a single message. Type who to call and why. Wilbert handles the rest.
Nothing falls through the cracks. Every client issue is tracked from creation to resolution with full audit trail.
Know your client before they speak. AI reads the full history and tells your team exactly what's happening.
Ask questions, get answers. "How many policies expire next month?" Wilbert queries your data and builds the report.
Sarah Williams conversation with AI-generated Client Summary: bank account change request, £312.45 premium overdue 15 days, risk of cancellation
AI Client Summary: Sarah reported outstanding premium, requested bank account change, £312.45 overdue by 15 days, risk of cancellation
AI Briefing

Know your client before they speak.

Wilbert reads every WhatsApp, email, and call. When your team opens a client, the AI has already written the briefing: what happened, what's urgent, and what to do next. No more digging through 15 tabs.

Capabilities

Everything your team needs.
One interface.

Communication Hub

WhatsApp, email, and softphone in one inbox. Every conversation in one place. No more switching between 15 tabs.

15 tabs
replaced by one screen

Incident Management

Full lifecycle tracking. Nothing gets forgotten. Campaigns auto-create incidents.

0
client issues lost

Policy Extraction

Auto-login to insurer portals. Download documents and data without touching a browser.

60 min
saved per policy extraction

AI Normalization

Extract structured data from policy PDFs. Editable form. Confirm and send to re-quote.

6 sections
auto-filled from one PDF

Multi-Carrier Re-quoting

Submit to multiple insurers simultaneously. Comparison PDFs with best quotes highlighted.

4+ quotes
in minutes, not hours

Data Analysis

Ask questions in plain English. Wilbert runs Python analysis and builds reports.

1 question
= full portfolio report
Activity log showing 42 events: re-quotes with savings found, policy extractions from insurer portals, outbound calls with dispositions, and WhatsApp messages
Complete audit trail. Every action — AI and human — logged and searchable.

See it call one of your clients.

Book a 15-minute demo. No commitment. We'll show you Wilbert making a real call — live.

ISO 27001 GDPR Compliant 90+ brokerages

What to expect