Your quotes get chased, your clients stop leaving.
ScanBiz listens to your agency's calls and reads your emails, then does the after-the-call work: a summary, cross-selling needs spotted, unanswered quotes chased, claims tracked to closure. Your current phone line and inbox are enough.
The most expensive thing in a brokerage is the quote nobody chased.
Two to ten staff, a hundred calls a day, a renewal season: ScanBiz keeps the follow-up nobody has time to keep.
The needs you never hear go by
A policyholder mentioning a move, a new driver in the family, a business unit: the cross-selling signal is set aside instead of vanishing with the call.
No quote left without a chase
The motor quote sent 8 days ago and last week's health proposal keep coming back up until somebody has called.
Claims tracked to closure
Notification, survey, missing documents, settlement: every claim has its file and its status, with no parallel spreadsheet.
Alerted before the renewal deadline.
ScanBiz listens to every call and reads every email, and alerts you when a conversation is out of the ordinary. No more listening back, no more reading everyone's inbox: you are told, with the sentence that triggered the alert.
A need to cover
A new vehicle, a move, a new business, a child to insure: every need mentioned on the phone comes back as an opportunity.
Termination in the making
A comparison site quoted, a premium seen as too high, the renewal date raised, a claims history requested: you are alerted before the letter.
Unhappy policyholder
Settlement delay, a declined claim badly explained, an unreachable surveyor: the complaint surfaces the same day.
Call with no resolution
A cover question left unanswered, a call-back promised on a claim: the call is flagged.
They do the work for you.
The summary is written, the reply is drafted, the quote is prepared, the follow-up is sent, the file is updated. These are not dashboards: this is delivered work, which you review whenever the agent asks for your approval.
A summary of every call, delivered by email
Works on its ownThe sales hiding in your calls
Gives you a viewQuotes left unanswered
Works on its ownYour open cases, at a glance
Gives you a viewThe weekly briefing, in 2 minutes
Works on its ownThe 5 AI agents we recommend to an agency or brokerage.
Picked for a team that lives on the phone: they work in the background while you advise.
A summary of every call, delivered by email
After a call that matters, you receive within minutes what was said and what was agreed: appointment, place, requests, next step.
After a policyholder's call: policy concerned, request, cover discussed, next step — in your inbox before they hang up.
The sales hiding in your calls
A customer hesitating over an option, a prospect asking about prices: the agent spots these signals in your conversations and sets them aside so they don't slip away.
A client mentions buying a scooter for their son or moving house: the cross-selling opportunity is set aside for you.
Quotes left unanswered
The agent spots every quote or proposal you sent, checks that a conversation followed, and flags the ones that have been sleeping too long.
The home insurance quote sent 8 days ago got no reply: you are alerted before the prospect signs elsewhere.
Your open cases, at a glance
Calls and emails that need a follow-up become cases, with your own statuses. You see where each one stands and reopen the conversation in one click.
Every open claim (survey, documents needed, settlement) has a status the whole firm can see.
The weekly briefing, in 2 minutes
Every week, on the day you choose, a 2-minute email: what happened over the last 7 days in your calls and emails, the alerts, the numbers that moved.
Every week: quotes issued, quotes with no reply, open claims, complaints raised.
And the whole ScanBiz catalogue behind it: custom dashboards, competitor watch, Excel file analysis… You turn on what you need, in one click.
Three steps to get started.
01
We understand your business
30 minutes to identify the signals that matter to you, and the AI agents that will do the after-call work: summary, reply, quote, follow-up, tracking.
02
We plug in your tools
We connect your phone system and your mailbox. The AI takes over from the very first conversation.
03
You receive your first alerts… and your first deliverables
Alerts on your dashboard and by email, summaries and drafts ready to review. Open the source conversation in one click.
Frequently asked questions
Yes. ScanBiz is built for teams of 2 to 10 people: a tied agency, a brokerage or a specialist broker handling 20 to 200 calls and emails a day.
No. ScanBiz plugs into your current line and your inbox. You keep your management software and your carrier portals: the useful information can be copied into the client record.
Conversations are transcribed to produce the summaries, the follow-ups and the alerts; your policyholders are told about the recording by your usual greeting message. The data stays yours, processed under GDPR, and sensitive information can be anonymised.
The Sector plan is €299 per month excl. VAT, with no commitment, first user included, plus €29 per month for each extra user. It includes 8,000 analysis credits per month, the analysis grid for your trade and the AI agents recommended on this page. An analysed email uses 1 credit, a minute of call 0.5 credits. To start: 15 days and 200 free trial credits, no credit card.
ScanBiz also speaks the language of…
Every trade has its own page, its own agents and its own vocabulary.
See the result on your own agency calls.
Book a demo: we analyse a few of your real conversations and show you the summaries, the quotes to chase and the claims to track you would have received this morning.