HeadStart Strategy
Insight

Should Brokers Use AI to Answer Their Phones?

Short answer

Yes, for the calls you'd otherwise miss. AI agents answer instantly, qualify, book and hand off. You keep the conversations that matter.

Should Brokers Use AI to Answer Their Phones?
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What should stay human?

Advice, rates and anything regulated.

Is it compliant?

It is when consent is captured and the agent discloses that it's AI.

The agent catches the call. You have the conversation.

GP Pratap
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About the author

GP Pratap spent 20+ years building predictive models and CRM systems at Scotiabank, Walmart Canada, IBM and NAB. He founded HeadStart Strategy to bring that discipline to brokers.

More about GP
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