Speed-to-Lead
Gather agreed enquiry details and help arrange time with an adviser.
More adviser conversations
Give new enquiries a clear next step while their interest is still fresh.
Managed agents / Insurance
The first question. A clear next step.
Gather enquiry details and connect people with your advisers. Advice stays with qualified people.
A considered first response
Better context.
More room for advice.
Support the administrative conversation without blurring the line between gathering information and giving advice.
Service Response
Answer approved process questions and route policy or claim requests.
Time back for advisers
Reduce routine administration so advisers can focus on client needs.
Lead Reactivation
Follow up eligible enquiries and agreed reviews without recommending cover.
More review opportunities
Reconnect with existing contacts who are ready to speak to an adviser.
Built for the real world
Ready for
real conversations.
People don’t follow a script. Give your agent the context, connections and boundaries to handle the next question.
Human handoff
A person, when it matters.
Advice, cover decisions and sensitive questions go to a qualified person. The agent prepares the enquiry and the reason for the call.
Multilingual conversations
Make the first words easier.
Help people explain what they need. We agree and test the languages used for intake and adviser handoff.
Your tools, connected
Fits into your working day.
Scope the approved information, adviser availability and intake records around your existing process.
Built around your advice process
Your advisers own the advice.
We manage the agent.
Rekode AI builds and manages the supporting conversation, with explicit information boundaries, tested handoffs and approved wording.
Book a discovery call- 01
Agree the remit
Separate intake and process information from advice, cover decisions and sensitive enquiries.
- 02
Review and test
Test ambiguous requests, identity boundaries and immediate routes to the appropriate person.
- 03
Maintain the guardrails
Review conversations and keep approved information and escalation paths current.
Before we scope the conversation
Before the
first conversation.
Have a specific workflow?
Let’s talk it through.
Will the agent recommend policies or cover?
No. This offering covers enquiry intake, approved process information and handoff. Product recommendations, suitability assessments and cover decisions stay with your qualified team.
Can it help with renewals?
It can support an agreed reminder or callback process for eligible contacts. An adviser handles changes, recommendations and decisions about the customer's cover.
How do you handle sensitive information?
We agree the minimum information needed, permitted access, verification and handling before building. The agent should not ask for sensitive documents or details simply because they might be useful later.
What if someone asks about a claim?
We define the appropriate claims contact path and the limited approved information it can share. It does not determine eligibility, promise an outcome or interpret a policy.
Can our team review the wording first?
Yes. Your team reviews the scope, approved information, conversation examples and escalation paths, then tests them privately before a launch is considered.