Brief me.
Know the account before you pick up.
Ask Birdie for the rundown on the way in. Policies held, last claim, what they said at renewal. Birdie reads the file so you don't have to.
Birdie for Insurance Brokers
You're placing the risk.Birdie's on the file.
Talk to Birdie after every client call, site visit and renewal chat. Birdie logs the conversation, updates the policy record and sets the follow-up before the next call connects.
105+ sales people on Chirp
Free plan, no card needed. iPhone only for now.
You said
“Harbourside want the business pack remarketed. Premium's fourteen-two, they'd take thirteen. Get two quotes before the first.”
Synced · HubSpot
Harbourside Cafés Pty LtdRenewal
- Policy
- Business pack
- Renews
- 1 Nov
- Premium
- $14,200 · target <$13k
- Next step
- Remarket to 2 insurers
Renewal logged. Task set for 15 Oct.
Built for every desk in the brokerage
Recommended for- Account Executives
- Account Managers
- Broker Principals
- New Business Brokers
- Renewals Teams
- Claims Advocates
Three ways to talk to Birdie
Brief, command, or note. Birdie knows a renewal from a claim.
Do this.
Renewals logged before the next call connects.
Say what the client wants. Birdie updates the policy record, sets the remarket task and books the follow-up. No tab-switching between calls.
Drop a note.
Every conversation on the file.
Tell Birdie what the client said about the risk, the premium, the claim. Birdie files it against the account with source and time, ready for renewal.
The brokers who talk to their CRM will outsell the ones who type into it.
0 typing
into your CRM. Ever again.
<30 sec
to log any update.
100%
Birdie's listening.
Your day with Birdie
Four moments. Zero typing.
- 8:30First call of the day
“Brief me on Harbourside Cafés.”
Business pack renews 1 Nov. One claim last year. They want a remarket.
- 11:00After the site visit
“New coolroom, two extra staff. Sums insured need updating.”
Account updated. Underwriter task set.
- 2:30Client rings about a claim
“Log that Harbourside lodged the water damage claim today.”
Claim note filed against the policy.
- 5:15Before you leave
“Which renewals in the next 60 days haven't been touched?”
Seven. Want the list?
Just say it.
Ask a question. Drop a command. Leave a note. Birdie knows a renewal from a claim.
- Question
"Which renewals fall due in October?"
12 renewals listed - Command
"Set a remarket task for Harbourside, due the 15th."
Task created - Note
"Client's unhappy with the excess on the fleet policy. Raise at renewal."
Saved to account - Question
"When did Apex Logistics last claim?"
Birdie answered in 4s - Command
"Update Harbourside's sums insured. New coolroom, eighty grand."
Record updated - Note
"Prospect from the referral lunch: 40-room motel, renews in March."
Contact created
How does Birdie work for insurance brokers?
Which CRMs does Birdie connect to?
HubSpot, Salesforce and Pipedrive today. Broking platforms are next. Tell us what your brokerage runs. Contact us
Does Birdie work between calls?
Yes. Birdie lives on your phone and takes a sentence between calls. Say it. Hang up. Birdie handles the rest.
Where does client data go?
Birdie writes to your CRM through your own connection. Every update is tagged with its source and time and tracked, so nothing is overwritten by accident. Read the privacy policy
How much does it cost?
Free to start. Unlimited voice sessions with Birdie and up to 200 records. Paid plans lift the record cap. See pricing