Without Silia
- Reply from 30 min to hours
- Qualification by advisor
- Advisor with no context
Commercial Inbound
Part of the Broker
Handles every lead over WhatsApp, web or email in under 30 seconds, scores it against the broker's ICP and assigns it to the right advisor with full context.
Broker
The context
The inbound lead arrives off-hours and goes cold
A broker's leads arrive over WhatsApp, web, email and Instagram at any hour, handled by whoever is free. The one that lands off-hours goes cold, qualification shifts by advisor and whoever replies reaches the meeting with no context. The best lead is lost to a slow reply.
The solution
An intake that replies and qualifies instantly
The agent handles each lead on its channel in under 30 seconds, captures intent, line and data in one conversation and scores it against the broker's ICP. It assigns the lead to the right advisor with full context, books the meeting and drops the ones that do not fit.
Ask me anything
Key capabilities
A system that gets better with every question.
24/7 multichannel intake
Replies to the prospect in under 30 seconds on the channel they came in on, WhatsApp, web, email or Instagram, at any hour, no forms.
ICP qualification
Scores the prospect against the broker's ideal client by vertical, assigns a priority and drops with a logged reason the ones that miss.
Advisor assignment
Picks the advisor by line, zone and load and hands over the lead with transcript, data and score, so they reach the meeting ready.
Booking and handoff
Proposes the advisor's open slots, books the meeting and confirms the prospect with a reminder, leaving the lead ready for the next stage.
With Silia
- Reply in under 30 seconds
- Qualification on a fixed ICP
- Handoff with full context
System
System integrations
During every call, Silia connects live to the systems your operation runs on — updating records, triggering workflows, and confirming actions without interrupting the conversation.
FAQs
Still have questions?
Multi-Carrier 360 Quoting
Quotes across every carrier at once, normalizes the replies into a comparison with three scenarios and spots the client's coverage gaps with the broker rules.
BrokerClient Document Onboarding
Collects the client's documents over WhatsApp, reads them with OCR and validates the RFC against SAT, leaving the client file complete and ready to quote.
BrokerProactive Renewals Engine
Detects each expiry ahead of time, requotes with the current carrier and alternatives, contacts the client and runs the renewal once the client approves.
BrokerAML & KYC Compliance Engine
Runs the client's KYC and KYB validation against the existing providers, classifies the result and issues the auditable compliance token needed to issue.
BrokerGuided Policy Issuance
Guides the advisor through issuance, validates the documents against the brief, runs the transaction in the carrier and syncs CRM, ERP and the doc manager.
Broker