PhonePick for insurance brokers and agents
A website on your own domain, under your own name and your brokerage’s, with your licence details on every page, a page for each line you sell, and a quote request form that sends every request straight to you. You send the details; we write it, build it and keep it running.
CA$39 a month, no setup fee, website only. PhonePick’s AI receptionist is an optional add-on, never required.
Your website
CA$39a month · no setup fee
What’s included
Everything someone shopping for insurance needs to find you, check you out and ask for a quote. We write it with you and build it for you. For brokers, it links RIBO’s fact sheet about brokers and the CISRO Principles of Conduct; for life agents, it names the insurers you represent.
On a domain you own, under your name and your brokerage’s, with your photo and your own words about how you work.
Your brokerage’s name as registered with RIBO, or your name as on your FSRA licence, on every page, with your title as it should read: a broker is never called an agent, and an agent never a broker.
Home, car, life, business, or whichever lines you’re licensed for, written and built for you. Nothing you can’t sell goes on it.
A quote request form that asks the basics you’d ask first and sends each request to your email. With PhonePick’s receptionist, they land in your PhonePick Leads as well.
The form never asks for driver’s licence numbers, policy numbers, dates of birth, health or credit details. Those are for your call, and your own systems.
It works on any phone, has its own security certificate, and comes with a sitemap and structured data that tell search engines what each page is about.
Being straight with you
Premiums come from insurers, after they see the full details, so the site never shows one. It gathers what you’d ask first, says plainly that a request isn’t a quote or cover, and hands the conversation to you.
How setup works
Use the form below. Say which brokerage you’re with, what you’re licensed for and the area you work in, and we’ll reply with what happens next.
Send your name and your brokerage’s name exactly as registered with RIBO or licensed by FSRA, the lines you sell (and, for life, the insurers you represent), a photo and a few lines about you.
Bring your own domain: we send you two nameservers to change at your registrar. We build the site, you look it over, and it goes live.
Optional add-on
The website doesn’t need it. But at renewal time, when every line rings at once, the caller who gets voicemail rings the next broker. PhonePick’s AI receptionist can answer your phone, on one of PhonePick’s plans, and on the Operations and Growth plans it answers the chat on your website too.
When you sign up, it reads your website, so it answers callers with what’s actually on it. Quote requests from the website land in your Leads.
Quotes, renewals and claims calls don’t queue: each one is answered, and it books the call into your calendar.
No coverage opinions and no premiums, not even a rough one. A licensed broker calls back.
Every caller is told it’s an AI and that the call is recorded, and is offered a person instead.
Questions
No. Building the site is included: it is CA$39 a month, and that’s it.
Pages written and built for you: a page for each line you sell, about you, and how to reach you, with a quote request form that sends each request to your email. Your brokerage’s registered name, or your name as licensed, is on every page, and for brokers, links to RIBO’s fact sheet and the CISRO Principles of Conduct. It’s made for phones and set up for search engines.
No. Premiums come from the insurers you place with, so the site never shows one. Its quote request form gathers the basics and sends them to you, and it says plainly that a request isn’t a quote or cover.
Yes. The site shows only the lines you’re licensed for (life with an FSRA life licence; home, car and business with a RIBO registration or an FSRA general insurance licence), calls you what your licence says, never a broker or a financial advisor unless you hold that title, and names the insurers you represent.
Yes, you bring the domain: buy one wherever you like (GoDaddy, Namecheap and so on) or use one you already own. We send you two nameservers to change at your registrar, and we take care of the rest: the site, its security certificate and its settings. If you use that domain for email, tell us first and we copy your email settings across, so your email keeps working.
No. The website is CA$39 a month on its own. If you’d like your phone answered as well, PhonePick’s receptionist is an optional add-on on one of PhonePick’s plans, priced on the pricing page.
When you sign up, it reads your website, so it answers callers from what’s on it. Quote requests from your website land in your PhonePick Leads with an email to you, and on the Operations and Growth plans it answers your website chat. It never quotes a premium or gives coverage advice.
We set it up for Ontario’s licence rules, RIBO’s and FSRA’s. If you’re licensed in another province, say where in the form and we’ll tell you what would be different.
Get your insurance website
There’s nothing to buy on this page. Send the form, and we’ll get back to you with what we need from you and how long it takes.
PhonePick