Recruit An A.I Sales Team With
ONE OUTCOME...
Built And Trained By Some Of The Top Mortgage & Protection Brokers
in the U.K.
Ai Receptionist
Ai Booking Agent
Ai Review Scheduler
More Appointments, More Sales, More Profit
AI Receptionist
What it does
- Answers calls 24/7/365 with a natural UK voice
- Captures full lead info, reason for enquiry, preferred times
- Qualifies using your criteria and books into your team’s diary
- Sends confirmation and reminders to reduce no‑shows
- If a client wants an update it can request the relevant adviser or admin contacts them asap
- If your team are busy it picks up the call. If its urgent, AI can answer improving customer service.
- Ensures no lead or enquiry is missed. Never. Ever.
Why it matters
- Stops leakage from missed calls and voicemail
- Keeps your brand professional any time of day
- Frees advisers from admin so they focus on advice, sales & admin
- No time is wasted and no additional salary to pay.
Ai Booking Agent
What it does
- Dials new leads from your forms, ads and social in real time, instantly.
- Explains your services in plain English
- Qualifies quickly, handles common questions, books the slot
- Nurtures lightly if not ready and schedules callbacks.
- Trained on sales & objection handling by some of the UKs top mortgage & protection brokers.
Why it matters
- Speed to lead wins. Instant calls multiply conversions.
- Advisers spend time on shown‑up appointments, not chasing.
- Your paying for leads in many cases this will reduce how many you lose.
- This will elevate you from your competition.
- This will show clients you are modern & forward thinking.
Ai Review Scheduler
What it does
- Calls existing customers for annual reviews and check‑ins
- Confirms details, identifies changes, books review appointments
- Surfaces cross‑sell and protection gaps for the adviser
- Nurtures lightly if not ready and schedules callbacks.
- Books in reviews ready for you to upsell and change their mortgage or protection where necessary.
- Offer a friendly gentle reminder of your services helping with retention of clients as well as new opportunities.
Why it matters
- Your back book is a gold mine, literally. Reviews drive retention and new policies.
- Most firms know this, few do it consistently. Now you will.
- You can be hands off and let AI do this for you.
- It wont take ANY of your time to book clients in the AI does this for you.
How It Works
How We Set Up Your A.I. Sales Team
Discovery Call
We jump on a call to understand your business goals, sales process, and diary rules. This sets the tone and objectives for maximum results.
Integration
We plug the 3 A.I.s into your phone system, website, lead forms, and ad accounts where needed. Everything is fully connected to your calendar and CRM.
Script Setup
We load the A.I.s with proven, compliant scripts tailored to your messaging and test them with sample calls so you’re confident they sound professional.
Go Live
Your 24/7 Receptionist, Outbound Appointment Setter, and Back-Book Reactivator are switched on and working instantly.
Dashboard Tracking
All calls, leads, and bookings are tracked in one simple, easy-to-use dashboard, so you can see exactly what’s happening in real time.
Optimise & Scale
We monitor transcripts, refine replies, and tweak campaigns to keep improving conversions, giving you more time back
Why Us
Who Is Terry Blackburn?
Terry Blackburn the founder has been in financial services 16 years and has built 2 multi million pound brokerages in the industry, trained 100s of brokers and firms, we not just technologists or tech nurds who dont understand the industry. Your AIs are trained on real, revenue‑producing scripts that have been proven to work in this industry for many years and isnt just some tech persons script who doesn’t understand mortgages and protection.
- Purpose‑built for the mortgage and protection industry. Not a generic bot that says generic stuff.
- Professional voice experience. Natural UK voices that sound helpful, not robotic.
- Diary friendly. Works with common calendars gmail and outlook.
- GDPR‑aware process.
- Clear consent language, secure data handling, access controls.
Why Us?
Who Is Terry Blackburn?
Terry Blackburn the founder has been in financial services 16 years and has built 2 multi million pound brokerages in the industry, trained 100s of brokers and firms, we not just technologists or tech nurds who dont understand the industry. Your AIs are trained on real, revenue‑producing scripts that have been proven to work in this industry for many years and isnt just some tech persons script who doesn’t understand mortgages and protection.
- Purpose‑built for the mortgage and protection industry. Not a generic bot that says generic stuff.
- Professional voice experience. Natural UK voices that sound helpful, not robotic.
- Diary friendly. Works with common calendars gmail and outlook.
- GDPR‑aware process.
- Clear consent language, secure data handling, access controls.
FAQ
Frequently Asked Questions
If the AI encounters a question that needs an adviser’s input, it politely explains that someone from your team will follow up. It then captures the query and passes it on instantly, so you never miss a beat.
No. We use natural-sounding UK voices that are warm, professional, and conversational. The AI is trained on real adviser scripts, so it feels like speaking to a knowledgeable member of your team — not a robot.
No sandwiches required. It runs on scripts, not snacks. Though we can’t promise it won’t get jealous of your meal deals.
Never. No sun cream, no suitcase, no two-week break. Your AI team is on shift every day of the year.
Instantly — it engages new leads within seconds, which massively increases your conversion rates.
Yes — our Back-Book Reactivator books review appointments, updates client details, and uncovers upsell opportunities.
We handle everything — script creation, customization, training, and integration — so you can go live quickly.
Absolutely — all scripts are tailored to your business tone, services, and needs.
Get The A.I Team On Your Side
- AI Outbound Appointment Setter
- AI 24/7 Receptionist
- AI BackBook Reactivator
- AI Outbound Appointment Setter
- AI 24/7 Receptionist
- AI BackBook Reactivator