If you're not the first brokerage to respond, you're already behind. The 5-Minute Rule ensures every new business owner gets a warm, personalised reply within 5 minutes — via WhatsApp or email — 24/7, automatically.
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It's a Sunday afternoon. A business owner is reviewing their upcoming policy renewal and decides to shop around for better cover. They fill out your website form, but to be safe, they also request a quote from a larger direct insurer.
You see the notification come through, but since it's the weekend, you plan to follow up on Monday morning.
When Monday rolls around and you finally call, the prospect has already received an instant response and initial quote outline from a competitor. Direct insurers have systems in place to engage leads immediately. You missed out on the policy simply because you couldn't reply right away.
Larger competitors have systems that engage leads instantly, giving them a significant advantage.
If your average policy commission is worth £1,500 and you lose just 1 client a month to slow follow-up, that's £18,000 a year walking out the door.
Based on industry average figures
Our n8n automation system captures every inbound enquiry and sends an instant, personalised acknowledgement within 5 minutes — day or night, weekday or weekend. It gathers the exact qualifying questions you need for your industry, all carefully written to match your brand voice.
From enquiry to qualified lead, automatically: Business owner submits an enquiry from any channel, any time. Within 5 minutes, they receive a warm, personalised reply that sounds exactly like you wrote it. The system automatically gathers 4–5 key qualifying questions specific to your business.
From enquiry to qualified lead in minutes.
Business owner submits an enquiry from any channel, any time.
Within 5 minutes, they receive a warm, personalised reply that sounds exactly like you wrote it.
The system automatically gathers 4–5 key qualifying questions specific to your business: What type of business do you run? How many employees do you have? What types of cover do you need (e.g., public liability, employers liability, professional indemnity, commercial property)? When is your renewal date? Who is your current insurer?
A contact is created in your CRM or email system with all their qualifying details attached. You receive a notification with a fully qualified enquiry, and you can respond personally when it suits you.
Built and managed by us. You don't need to learn anything or log into anything.
Captures every inbound enquiry and sends an instant, personalised acknowledgement within 5 minutes, day or night.
Responses are trained on your tone, ensuring every reply sounds exactly like your own professional communication.
Automatically gathers key qualifying questions tailored to commercial insurance brokers.
Logs all enquiries in your existing system or simple CRM, providing easy access to all client details.
Integrates with your calendar to streamline booking processes and ensure you never miss a follow-up.
Provides short Loom videos and clear written guides to show you exactly how it works, requiring no technical expertise.
Common concerns from insurance professionals, answered honestly.
Fixed scope. No hourly rates. No surprises.
Both packages start with a free mapping call. Nothing is committed until we've both agreed it's the right fit.
It's not a sales pitch. It's a working session. Here's what we cover.
We get a clear picture of what you're using, how data moves between them, and where things are falling through the cracks or being done manually.
We work through a structured gap analysis together to identify where automation would have the highest impact for your business right now.
You get a written Automation Opportunity Map showing a clear picture of where your business is today, your desired state, and a clear path between the two.
If there's a fit, we'll scope the work and propose either the Starter Build or Jumpstart. Fixed scope, no hourly rates, no surprises.
See what's inside your Automation Opportunity Map
We take on a small number of new clients each month. Free, no obligation.
Typically 30–45 minutes.