For insurance brokers · Quotes & claims

In a dispute, your memory is not evidence. Your file is.

Every client call recorded, transcribed and summarized on the right client, linked to Brio (Portima). Your file is up to date before the next call starts.

Try for free Talk to sales

Free plan, no credit card
Your office number on your mobile
Every consultation summarized on the file

Insurance broker at her desk, checking a client file during a call

Client fileBrio

14:02Advice call recorded

14:03Summary added to file

14:03Linked to policy 4471

✓On the record

Also in your sector: Cardoes Verzekeringen · Afimo NV

“

When a call comes in, the number is recognised immediately and the client file opens automatically. Calls are logged automatically too. That saves us a lot of time.

Nadia CrutsFinance & Admin, Cardoes Verzekeringen

“

At Afimo, we get dozens of calls every day from clients about policies, claims and new insurance questions. Built-in AI note taking in our telephony was a gamechanger. It saves us an enormous amount of time, and our client follow-up has noticeably improved.

Robby HernalsteenCEO, Afimo NV Insurances

Your call history, two ways

Same week. Same four calls. Different file.

Watch the switch flip, or flip it yourself. Either way, this is what the file shows.

Without TelsmartWith Telsmart

Today’s activity

4 calls · 3 with a problem4 calls · 4 on the record

08:40

Prospect · home quoteYou are with a client. The office is on another line. The prospect hears voicemail.

Missed · voicemailCalled the agency down the road instead.

AI receptionist took the quoteAddress, cover, callback slot · in your inbox

14:05

Peeters, J. · claimA fender-bender. Franchise and cover explained by phone. Six weeks later, disputed.

Answered · 11 minA task note in Brio. Your word against theirs.

Summary and recording on the fileLinked to policy 4471 · searchable

17:50

Storm evening · 40 callersEvery line ringing, three people. The office closes at 18:00. The claims keep coming.

23 missedFirst notices of loss on voicemail, if at all.

Storm mode onAI receptionist took 23 first notices of loss · callbacks 09:00

Sat 10:20

Client · extra coverA client asks for extra cover on your private mobile, between two errands.

Answered on a private phoneNothing amended. The loss happens Monday.

On your office numberSummary on the file · follow-up task Monday 09:00

Names and figures are illustrative. The rows are what the app writes after each call.

When the call ends

Built for the way a brokerage actually works.

Quotes, claims and renewals on one number, and every one of them on the file when the call ends.

Advice on the client file, in Brio

Who called, which policy, what advice, what was agreed: written out per call and linked to the right client in your Brio environment. No double entry, no “I’ll update it later”.

See Telsmart + Brio →

Client fileBrio

14:02Advice call recorded

14:03Summary added to file

14:03Linked to policy 4471

✓On the record

The full conversation, kept on the file

Every call recorded and searchable, next to its summary. Handy for a question, decisive in a dispute.

Advice call · 06:41

✓Attached to policy 4471

See call recording →

Your office number on your mobile

Clients call the office number and reach you wherever you are. Your private number stays private.

+32 2 555 12 34

✓Office number · on your mobile

Your private number stays private.

See phone numbers →

The claim reported after closing time, still taken

It’s 6.30 pm. Everyone has left. The AI receptionist takes the first notice of loss and books the callback.

IncomingMon 21:30

+32 47… · existing client

AIFirst notice of loss taken

✓Callback booked, 09:00

See the AI receptionist →

Missed a client? A text goes out in seconds

Sorry we missed you, with a one-tap link that rings your desk. Sent from your office number.

Sorry we missed your call. Tap to reach us now: telsmart.link/cardoes

Sent 8 seconds after the missed call

See Call links →

Linked to the software your office runs on.

Calls, recordings and AI summaries land on the right client. HubSpot today; Brio (Portima) and Teamleader on the Custom plan.

Brio

HubSpot

And many more

See all integrations →

Put every consultation on the file.

Free, no credit card, no sales call. Upgrade when the office is ready.

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Beyond the summary

Get call insights with your AI tool of choice.

Which clients asked about flood cover after the storm? Who was promised a callback this week and never got one? Connect the AI assistant your office already uses and it reads your call summaries, so the answer comes from what was said on the phone, not from memory.