Skip to content
GetInto AI

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.

At a glance

  • What it costs$37–45£28–34€33–40A$54–65C$53–64 a month

  • Worth, in extra profit or time saved in the worked example$239£180€214A$346C$338 a month

  • Pays for itselfIn about a week

  • 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

Business owners look for insurance in the evening, when the office is shut, and a contact form feels slow. If 10 visitors a week leave your site with a question unanswered and 1 a month would have become a client worth $399£300€357A$576C$564 in commission and fees, that's $399£300€357A$576C$564 a month going elsewhere.

What the AI does

Tidio puts a chat window on your website. Its AI agent, Lyro, answers from the FAQs and website content you give it and hands the chat to a person when needed. Give it process answers only: what you insure, what information a quote needs, office hours and how to reach you. Tell it not to discuss prices, cover or claims decisions and to take the visitor's name, business and number for a broker to call back, then test that it sticks to that.

A worked example

A brokerage in Harrogate for trades and small shops adds Tidio's free live chat plus a Lyro quota of 50 AI conversations a month. Out of hours, Lyro answers from the brokerage's FAQ page and collects contact details, and a broker calls back the next morning.

Before

About 10 evening visitors a week leave without asking anything

After

Questions answered and details taken, worth about 1 extra client a month at $399£300€357A$576C$564

What it's worth

About $239£180€214A$346C$338 a month in profit, at an assumed 60% margin on $399£300€357A$576C$564 of commission and fees from 1 extra client a month. That is against €32.50 to €39 (about $37£28€33A$54C$53 to $45£34€40A$65C$64) a month for 50 Lyro conversations, billed annually or monthly, on top of Tidio's free chat plan.

How to set it up

  1. Write a short FAQ page: what you insure, what a quote needs, office hours and how to contact you.
  2. Sign up for Tidio's free plan, add the chat to your website and give Lyro the FAQ page.
  3. Add guidance that Lyro must not discuss prices, cover or claims decisions and must offer a call back instead.
  4. Test it with 20 awkward questions, such as 'am I covered for flood', and fix any answer that goes beyond your FAQ.
  5. Call back every lead the next working morning and read the chat transcripts weekly.

What goes wrong

  • An AI agent can answer a cover question confidently and wrongly. What it tells a visitor is your communication under FCA rules and Consumer Duty, so test it and read transcripts.
  • Tidio's pricing page shows local currency; it showed euros when checked, so the sterling cost may differ.
  • Lyro's free allowance is 50 conversations once only; after that you need a paid quota, from 50 conversations a month.
  • Chats contain personal data. Add the chat to your privacy notice and check Tidio's data processing terms for UK GDPR.

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

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.