Skip to content
GetInto AI

Trustpilot reviews for insurance brokers: ask every client

Trustpilot's free plan sends 50 automated review invitations a month, for example a week after each renewal. Free.

At a glance

  • What it costsFree

  • Worth, in extra profit or time saved in the worked example$319£240€286A$461C$451 a month

  • Pays for itselfFree to run

  • Sign up and configure; no technical skills neededEasy to set up

Figures come from the worked example below, using its stated assumptions. Tool prices checked . How we check prices

The problem

People choosing a broker look at reviews, and a brokerage with a handful of old ones looks smaller than it is. If a stronger rating brought 2 extra inquiries a month and 1 became a client worth $532£400€476A$768C$752 in commission and fees, that's $532£400€476A$768C$752 a month of income going to brokers with more reviews.

What the AI does

Trustpilot's free plan includes 50 automated review invitations a month. Invite clients at a fixed point, such as a week after renewal, and invite everyone at that point rather than picking happy clients. Reply to every review, good or bad, calmly and without discussing anyone's policy or claim in public, and pass any review that is really a complaint to your complaints process.

A worked example

A personal and commercial lines brokerage in Carlisle renews about 45 policies a month. It invites every client a week after renewal through Trustpilot's free plan, inside the 50-a-month limit, and the office manager replies to reviews each Friday.

Before

About 5 reviews from years ago and no routine for asking

After

About 45 invitations a month, bringing an assumed 2 extra inquiries and 1 new client at $532£400€476A$768C$752

What it's worth

About $319£240€286A$461C$451 a month in profit, at an assumed 60% margin on $532£400€476A$768C$752 of commission and fees, if more reviews bring 1 extra client a month. Trustpilot's free plan costs nothing for up to 50 invitations a month; Starter, at $158£119€142A$228C$224 a month per domain paid yearly, gives 100.

How to set it up

  1. Create a free Trustpilot business account for your website domain.
  2. Pick one trigger, such as a week after renewal, and invite every client at that point.
  3. Set up automated invitations from the account, checking which invitation methods the free plan allows.
  4. Reply to every review within a week, and move anything that sounds like a complaint into your complaints process the same day.
  5. Check the invitation count each month so you stay within 50.

What goes wrong

  • Inviting only happy clients breaks Trustpilot's rules and consumer law on misleading reviews. Invite everyone at the same point.
  • A review that is really a complaint must go through your FCA complaints procedure, not just a public reply.
  • Don't confirm in a reply that someone is a client or mention their claim; that is personal data under UK GDPR.
  • 50 invitations a month is a hard cap on the free plan. A brokerage renewing more than that needs a fair rule, such as inviting every second renewal in date order, or Starter at $158£119€142A$228C$224 a month.

More ideas for Insurance brokers

Claude for insurance brokers: compare policy wordings

Load two or three long policy wordings in one chat and list where cover, exclusions and conditions differ. From about $40£30€36A$58C$56 a month for 2 users.

  • Costs $40–51£30–38€36–45A$58–73C$56–71/mo
  • Worth $621£467€556A$897C$878/mo
  • Pays for itself in a few days
  • Easy to set up

Call summaries for insurance brokers: file notes faster

Aircall records and summarizes client calls, so handlers check a summary instead of typing every file note. From about $160£120€143A$230C$226 a month for 3 users.

  • Costs $160£120€143A$230C$226/mo
  • Worth $716£538€640A$1,033C$1,011/mo
  • Pays for itself in about a week
  • Some setup needed

CRM for insurance brokers: quote prospects before renewal

Log each prospect's renewal date in Capsule CRM and get a task to quote 8 weeks ahead. From about $37£28€33A$54C$53 a month for 2 users.

  • Costs $37–48£28–36€33–43A$54–69C$53–68/mo
  • Worth $359£270€321A$518C$508/mo
  • Pays for itself in about a week
  • Easy to set up

Website chat for insurance brokers: catch evening inquiries

Tidio's Lyro AI answers process questions on your website out of hours and takes details for a call back. From about $37£28€33A$54C$53 a month.

  • Costs $37–45£28–34€33–40A$54–65C$53–64/mo
  • Worth $239£180€214A$346C$338/mo
  • Pays for itself in about a week
  • Easy to set up

Social media scheduling for insurance brokers

Plan a fortnight of LinkedIn and Facebook posts in one sitting with Buffer's AI Assistant, signed off before they're scheduled. Free.

  • Costs Free–$11Free–£8Free–€10Free–A$15Free–C$15/mo
  • Worth $180£135€161A$259C$254/mo
  • Pays for itself in a few days
  • Easy to set up

Claims triage with Jev for brokers: urgent losses first

Jev sorts claim emails by type and flags injuries or uninhabitable homes, so the worst losses get a call first. From about $20£15€18A$29C$28 a month, mostly Zapier.

  • Costs $20–29£15–22€18–26A$29–42C$28–41/mo
  • Worth $172£129€154A$248C$243/mo
  • Pays for itself in about a week
  • Technical setup

Quote comparison for insurance brokers: stop rekeying PDFs

Forward insurer quote PDFs to Parseur and its AI pulls premium, excess and key terms into a sheet you check. From about $78£59€70A$113C$111 a month.

  • Costs $78–102£59–77€70–92A$113–148C$111–145/mo
  • Worth $222£167€199A$321C$314/mo
  • Pays for itself in about two weeks
  • Some setup needed

Last updated October 17, 2026.