Finance & insurance
Policy FAQs, claims intake, advisor appointments.
Customers get instant answers on policies, can start a claim, and book appointments with an advisor.
- Policy FAQs
- Claims intake
- Advisor appointment booking
- Price
- From €75 a month for 250 phone minutes, €0 setup, €0.18 per additional minute. Chat from €40 for 100 conversations.
- Starting credit
- 30 voice minutes and 30 chat conversations of starting credit, valid for 14 days, no credit card required.
- Data protection
- Hosted at IONOS in Frankfurt and Karlsruhe, GDPR-compliant, the data processing agreement becomes part of the contract at sign-up.
- Integrations
- HubSpot, Salesforce, Google Calendar, Outlook, Cal.com, Zapier, Webhooks
- Who it is for
- Insurance intermediaries, brokers and agencies, from a one-person office to agencies with several locations.
Why customers call the agency
- 01
Reporting a claim
A rear-end bump, a burst pipe, a stolen bike. Callers want to get the claim off their chest and learn what happens next: which number, which photos, which deadline. Now, not on the next working day.
- 02
What does my policy cover?
Is the cracked phone screen covered, does liability apply abroad, how high is the excess. The answers sit in the policy documents, which nobody reads until something has happened.
- 03
Premiums, invoices, direct debits
Why did the premium go up, when is the payment taken, can I switch to annual billing. Accounting questions that interrupt the team but rarely need advice. The agent answers them from the policy and logs payment changes as a task.
- 04
Changed address, bank or vehicle
A move, a new account, a different car. Contract changes have to be captured completely, or they come back to the phone a second time. The agent asks for every required detail, including the ones that get forgotten at the counter.
- 05
Advice and the annual review
A new job, building a house, a baby, going self-employed. These are the conversations brokers chose the job for, and exactly the ones most often crowded out by the daily routine.
Common challenges
High call volume on routine questions
Policy details, premium amounts, or the status of an ongoing claim make up most incoming calls. The answers usually already exist in the system, yet they have to be looked up and explained over the phone every single time.
Time-sensitive claims
After an accident or loss, customers expect a fast initial response, often outside normal business hours. Delays in filing that first report add stress to an already difficult situation and slow down the entire claims process.
Strict compliance requirements
Data protection and full traceability are especially strictly regulated in financial services and insurance. Any solution that handles customer data has to meet those requirements from the ground up, not bolt them on afterward.
How EchoCall helps
Instant policy information
Common questions about policy details, premiums, or coverage get answered automatically, around the clock. Customers no longer have to wait for an advisor to become free.
Structured claims intake
Initial claim details get captured in a structured way right at first contact, regardless of business hours. Your claims team receives the initial report immediately for follow-up, without the customer having to repeat everything.
Data protection by contract and settings
The platform runs at IONOS in data centres in Frankfurt and Karlsruhe. A data processing agreement under Art. 28 GDPR, a Zero-PII mode and a retention period you set per agent help with the strict requirements of the industry.
What an evening claim report sounds like
An example from an insurance agency with existing clients. The agent takes the claim in a structured way, explains the next steps and creates the case for the handler the next morning. The customer repeats nothing the next day. The handler calls with the case already prepared.
Good evening, someone hit my car in the supermarket car park today. I would like to report it.
I am sorry to hear that, and glad nobody was hurt. I will take the claim now. Do you have your policy number to hand, or shall I find you by name and date of birth?
By name please, I do not have the number with me.
Thank you, I have found the policy. When and where exactly did it happen, and do you know who the other driver is?
Today around 5 pm, the other driver gave me his name and plate number.
Very good. Please send photos of the damage and, if you have one, the accident report to the address in the confirmation email. You will get the claim number by email right away. Your handler will call you tomorrow before 11 am to sort out the repair shop and a courtesy car.
Can I still drive the car tonight?
If only the bodywork is affected and the lights and tyres are fine, yes. If in doubt, leave it parked. Whether towing is covered depends on your tariff, and your handler will check that with you tomorrow. Everything else can wait until the morning.
Numbers from insurance advice
61 %
of insurance customers prefer the phone when they want to reach their broker, well ahead of meeting in person at 46 percent.
44 %
of working customers want to reach their broker before 9 am, while only about half of brokers are available at that hour.
58 % vs 42 %
is the gap on the annual review: 58 percent of customers expect one, 42 percent of brokers offer it.
What the agent handles at the agency, and what it does not
The agent takes on
- Take claim reports around the clock in a structured way, with policy, sequence of events, parties involved and documents required
- Answer questions on policy contents, premiums and payment dates once the portfolio data is connected, without the agency having to pick up the phone for it
- Capture address, bank and vehicle changes completely and pass them to the policy system or CRM
- Book advice sessions and annual reviews into the broker calendar and send reminders in good time, also outside office hours
Stays with your team
- Coverage confirmations, settlement decisions and tariff recommendations stay with the professionals
- The agent does not carry out regulated insurance mediation, meaning advice and sales. It books the appointment with the broker instead
- Health data for life or health insurance is not collected over the phone. Those cases go straight to the adviser
Frequently asked questions
EchoCall runs at IONOS in ISO 27001 certified data centres in Frankfurt and Karlsruhe, and a data processing agreement under Art. 28 GDPR is ready to sign. Which additional evidence your audit team or group requires, we clarify before the start.
Yes, initial details get captured in a structured way and passed to your claims team.
Yes, calendar integration books appointments directly with the responsible advisor.
Yes, 30 voice minutes and 30 chat conversations of starting credit, valid for 14 days, no credit card required.
Read on
- What missed calls really cost
- Data security and GDPR for AI agents
- AI voice agent: features and pricing
- Also for law and tax firms
Last reviewed on . The figures come from the linked sources. EchoCall prices and features reflect that date.
Ready for EchoCall in Finance & Insurance?
Start with 30 voice minutes and 30 chat conversations of starting credit at hub.echocall.de, valid for 14 days, no credit card required.