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FRONT DESK 360®

Structured Insurance Intake. From the Very First Interaction.

Front Desk 360™ is a structured AI-powered inbound capture and qualification system designed specifically for brokers, MGAs, insurers, and Lloyd’s coverholders.


It ensures that every inbound call and website enquiry is professionally handled, intelligently qualified, structured into usable data, and routed or booked automatically.


  • No missed calls.
  • No unstructured enquiries.
  • No manual diary ping-pong.


Built exclusively for the insurance sector, Front Desk 360 introduces governance and consistency at the entry point of your organisation — without increasing headcount.

Professional Qualification Without Sales Pressure

Insurance firms require intelligent routing:


  • Broker vs policyholder 
  • Claims vs underwriting 
  • New business vs renewal 
  • Enterprise enquiry vs general question
     

Front Desk 360 qualifies inbound contacts calmly and professionally, ensuring serious opportunities reach the right decision-makers — without sounding promotional or scripted.


This is structured intake aligned to insurance operations — not consumer-style lead capture. 

Structured First Contact = Operational Control

Insurance businesses run on structured processes — underwriting rules, bordereaux,  

Insurance businesses run on structured underwriting, claims, and compliance frameworks.

Yet inbound engagement is often informal and inconsistent.

Front Desk 360 ensures:

• 100% inbound capture
• Structured enquiry logging
• Intelligent routing logic
• Real-time meeting scheduling
• Escalation of priority enquiries

Every interaction generates a structured summary delivered to your team or CRM.

The result: controlled, consistent first contact across voice and web.

Executive Presence at Scale

Missed calls and delayed responses damage perception in regulated industries.

Front Desk 360 provides:


  • Immediate response 
  • Consistent professional tone
  • Meeting booking in real time 
  • Structured post-interaction summaries
     

It creates the impression of a highly organised, modern insurance operation — without expanding headcount.

Get Started

 Bring intelligent client engagement to your business in just days. You can test the service by calling our own FrontDesk360 Voice Agent using the number below. Dial 0333 004 9518 or click on the button below now (please note that normal network charges apply). 

Try It Now

Front Desk 360® Compliance Safeguards

Front Desk 360™

Front Desk 360™ is designed as a structured inbound capture and qualification system for regulated insurance firms. It introduces consistency, defined routing logic, and disciplined communication at the very first interaction — without replacing regulated decision-making.


Regulatory responsibility remains with each firm. Front Desk 360 is configured to support compliant outcomes.

Clear, Fair and Controlled Communication

 

Front Desk 360 follows predefined conversational pathways designed for regulated insurance environments.


The system:


  • Maintains a calm, professional tone suitable for brokers, MGAs, insurers, and coverholders
     
  • Avoids speculative coverage statements or informal assurances
     
  • Does not provide insurance advice, claims opinion, or regulatory interpretation
     
  • Does not imply FCA endorsement or regulatory certification
     
  • Does not make financial projections or performance guarantees
     

This ensures first-contact communication remains clear, fair, and not misleading.

Structured Intake at Entry Point

 Every interaction — voice or web — follows defined intake logic.


Front Desk 360:


  • Identifies the nature of the enquiry (claims, underwriting, new business, general)
     
  • Captures required factual details in structured format
     
  • Generates concise, neutral summaries
     
  • Records routing outcomes
     

This reduces informal message-taking and improves traceability and internal oversight.

Defined Escalation Pathways

Sensitive or regulated matters are not handled autonomously.


Front Desk 360 automatically offers transfer or meeting arrangement when:


  • Policy advice is requested 
  • Coverage interpretation is sought 
  • Regulatory or compliance questions are raised 
  • Pricing or contractual specifics are discussed 
  • A complaint or dissatisfaction is expressed 
  • Vulnerability or distress is indicated
     

This ensures regulated discussions are handled by authorised personnel.

Data Handling Discipline

Front Desk 360 captures only information necessary to respond to the enquiry or arrange a meeting.


The system:


  • Avoids unnecessary or speculative data collection 
  • Does not probe for sensitive personal data beyond relevance 
  • Produces structured summaries suitable for secure CRM integration
     

Clients remain responsible for data governance and regulatory compliance within their organisation.


Transparent Use of Artificial Intelligence (AI)

Front Desk 360 discloses the use of AI at the beginning of each interaction.


The system assists with structured intake and routing — it does not replace regulated advice, underwriting judgement, or claims decision-making.


Governance Begins at First Contact

Insurance firms are governed internally by structured underwriting and claims processes.

Front Desk 360 extends that discipline to the entry layer — ensuring first contact is consistent, controlled, and professionally handled.


It supports governance at the front door.


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