Broker Voice Agent
Answers the phone, knows who is calling, and chases the missing document.
A Broker Voice Agent recognises the broker who is calling, tells them the status of their application, and — because the conversation goes both ways — calls them back when a document is still outstanding.
The job to be done
“Brokers ring for a status update. We ring brokers for missing documents. Both calls are entirely predictable.”
Before
Two queues of predictable phone calls consuming a channel team.
After
The predictable calls handled, in both directions.
How it works
- 1
Recognises the caller
Identifies the broker and the applications they have in flight.
- 2
Gives the status
Answers where the application is, in conversation.
- 3
Chases outstanding items
Calls the broker proactively when a document is still missing.
- 4
Hands to a human
Escalates anything outside the script, with context.
Where this one was built
Built and demonstrated for the broker channel of an ASX-listed banking group.
Questions
What does a Broker Voice Agent do?
It recognises the broker calling, tells them the status of their application in conversation, and calls them back proactively when a document is still outstanding. Anything outside the script goes to a human with the context attached.
Want this one running in your business?
We will scope it against your systems, build it, and teach your team to build the next one themselves.
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