A woman presenting an insurance document to a client
Stock photo, illustrative only. Not a JobCatch UK customer.
JOBCATCH UK FOR INSURANCE BROKERS

Stay on top of new insurance enquiries

JobCatch UK captures enquiries when your team is on other calls, and hands them to a qualified person. It does not advise, quote or arrange cover.

Demonstration: the demo is an existing sample trades demonstration. It is not a provisioned receptionist for insurance brokers.

Callback: Request a callback opens a message form, then an email draft for you to review and send yourself. Nothing is sent or booked automatically.

Keep answering your own phone Phone and website enquiries Clear next actions
THE PROBLEM

Renewal season does not queue politely.

A business owner asking about cover may ring several brokers. If the line is busy, a clear callback request is the most useful thing you can have waiting.

HOW JOBCATCH UK HELPS

Voice, Web and an optional Hub.

JobCatch Voice

When enabled and configured, unanswered calls are handled with approved wording, a callback request is captured and the right colleague is alerted.

JobCatch Web

Chat and smart forms capture broad cover interest and timescale outside office hours. Requires setup on your website.

JobCatch Hub (optional)

An optional pipeline shows new enquiries, renewal-related follow-ups and callbacks waiting for your team.

Features depend on package and agreed configuration. See pricing

ILLUSTRATIVE EXAMPLE

What a captured enquiry looks like.

An invented example, not a real customer case study and not a claimed result.

IllustrativeNOT A REAL CUSTOMER

“A business asks about commercial insurance cover.”

JobCatch UK captures whether the enquiry is personal or business, the broad cover type and timescale, and offers a callback request. It does not recommend cover, quote or confirm anything is insured.

Information worth capturing
  • Personal or business insurance
  • Broad cover type
  • Renewal or enquiry timescale
  • Name, business name if relevant, and contact details
Next step: Notify the business or record a callback request for a person to follow up. A confirmed appointment is only offered if an authorised, connected calendar confirms availability. Every regulated conversation is handed to a qualified human colleague.
WHAT THE BUSINESS SEES

An organised enquiry record.

Name, source, what they need, timing and next action. With the optional Hub, the sample pipeline may look like this:

New enquiryFollow-up neededConversation bookedQuote / proposal by brokerWon / Lost

ILLUSTRATIVE ONLY · The pipeline is an organisational tool. An enquiry does not automatically become a sale.

WHY IT MATTERS

Fewer overlooked enquiries.

Renewal enquiries not lost

Timescale is noted when volunteered.

Qualified people advise

Anything regulated moves to a human.

Cleaner callbacks

Personal or business, and broad cover type, are known before the call.

IMPORTANT: NO REGULATED ADVICE

Captures the enquiry. A qualified person gives the advice.

  • JobCatch UK does not give regulated advice, recommendations, suitability assessments, quotations or confirmation of binding cover.
  • It cannot say a person or business is insured, covered or accepted for any risk.
  • It does not collect sensitive data such as payment details, claims histories, medical information or identity documents.
  • Any quote or advice comes from a qualified human at your firm.
  • Your firm remains responsible for its own regulatory permissions and compliance wording.
GOOD QUESTIONS

Straight answers.

Can it give a quote?

No. Quotations come only from a qualified person at your firm.

Can it say someone is covered?

No. It never confirms or binds cover.

Can it take a claim?

Not by default. Claims handling is outside this offering and should go to your usual process.

Do we need the Hub?

No. It is the optional organising layer.

Can we try it first?

You can try the existing demonstration, which is a sample trades scenario and not set up for insurance brokers. Then request a callback to discuss suitability.

NEXT STEP

See how JobCatch UK could work for your business

Demonstrations are illustrative. Features, channel connections and automations depend on package and configuration. The callback button opens an email draft only.