For insurance, mortgage and accounting firms
Answer the quote request, and book the review
EzyConn answers questions about your products, fees and process from what your firm publishes. It takes the details you need before a call, books the review or consultation into your diary, and hands anything about advice or an account to a person.
- Answers only from your content
- Books calls into your calendar
- Advice goes to a person
A worked example: on a Sunday a first-time buyer asks how a mortgage broker works and what it costs. The agent answers from the firm’s pages and books a 20 minute call for Tuesday at 16:00.
Worked exampleBrightwater Mortgages, its fees and the chat are invented to show the flow. The agent repeats only what your firm publishes.
Where it helps
Where enquiries go missing, and what it costs
The moments a person cannot always be there for, and the questions that arrive before anyone is in.
- Evenings
Research before they call
People compare brokers, agents and accountants in their own time. The firm that answers the first question well is the one they ring.
- Deadlines
The same questions, in bulk
What documents do I need? When is my deadline? What does it cost? Answered from your pages, so your team works on cases rather than on the questions.
- Before the call
Calls that start from zero
A booked call with no context spends its start on the basics. It takes the details you ask for and the question in their own words.
- Regulated work
Where a machine must stop
Advice about someone’s money belongs to a qualified person. You decide what it may explain and when it must hand over.
What it does
Four jobs, done in your words and your diary
It answers from what you publish, books into your calendar, takes the details that matter, and brings in a person when it should.
Explains products and fees
“What documents do I need for my tax return?”
From your service pages, fee pages and the guides you upload, with the source shown. Where your content is silent, it offers a person.
Books the review or consultation
“Can I speak to an adviser this week?”
It offers open times, books one with their notes attached, and the booking lands in the Google or Microsoft 365 calendar you connect.
Takes details before the call
“I need a quote for my van insurance.”
Name and email before the chat starts, phone if you ask for it, and their situation in their own words, ready in the conversation.
Hands advice to a person
“Should I fix for two years or five?”
Questions that need advice go to your team on a yes, assigned by your rule and answered from the inbox or from Slack.
When a person is needed
Advice comes from a qualified person
When a question turns on someone’s own money, it offers a person, and the adviser picks up the same chat.
It offers, they choose
When your content does not cover a question, or the visitor asks for a person, it offers your team. Nobody is handed over without saying yes.
Someone is assigned and told
By the rule you pick (round robin, least busy, most recently active, or by hand). The agent stops replying while a person holds it.
Reply from the inbox or Slack
The reply lands in the chat the visitor is already in, on whichever channel they wrote.
Hand it back in one click
With everything your colleague said still in the thread.
Worked exampleBrightwater Mortgages and the people are invented, and the agent’s wording varies with your content. The hold message (“Thanks, I’m connecting you to a support specialist now”) is EzyConn’s own.
Inside financial services
9 industries in this group, ranked
Each with what EzyConn does for it and how much of it they would use. Where we have a guide, it is linked.
- #10Insurance agenciesQuote leads and a handover to an agentLeads · Answers · Hands overRead
- #11Financial services and advisorsLead qualification and appointment bookingLeads · Books · Hands over
- #30Mortgage brokersLead qualification and call bookingLeads · Books · Hands overRead
- #31Accounting and tax firmsClient intake and appointments in tax seasonLeads · Books · AnswersRead
- #47Wealth managementProspect qualification and meeting bookingLeads · Books · Hands overRead
- #67Banks and credit unionsProduct questions and a handover to staffAnswers · Hands overRead
- #68Fintech appsSupport and onboarding questionsAnswers · Hands overRead
- #144Lending and loansLead qualificationLeads · Hands over
- #198Tax consultantsSeasonal enquiries and appointmentsLeads · BooksRead
FAQ
Questions advisers and brokers ask before they switch it on
Answered from the product, not a brochure.
Who gives the financial advice?
Your advisers. It answers from your own content, shows the source, and offers a person whenever a question depends on someone’s circumstances.
Can it book reviews and consultations?
Yes. Set each one up as a service with a length and connect Google Calendar or Microsoft 365. It offers open times and books one.
How do I control what it says?
It answers from the pages and documents you give it. Every conversation is in your inbox to review, and a question it could not answer can be turned into a written answer once.
Start free
Book the review while they are still comparing
Point it at your website, connect your calendar, and decide which questions always go to a person.
Free plan, no card.