For Insurance Brokers

Squarebox
Flow

What We Do

Done-for-you automation and digital marketing for insurance brokerages. We build, deploy, and run your automation systems — you focus on your clients.

For Insurance Brokers

Stop losing
renewals
to neglect

Built for established insurance brokerages ready to modernise — renewal automation, client retention, instant enquiry response. Fast deployment.

RESERVE YOUR FREE AUTOMATION STRATEGY SESSION → TAKE THE QUIZ →

NO SETUP FEE · NO LOCK-IN · FAST DEPLOYMENT

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Calls Handled
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Active Businesses
24/7
Always Available
0hrs
Saved Weekly
001 — Service

Digital Receptionist

Answers every call 24/7. Qualifies leads, books appointments, sends follow-up.

002 — Service

Smart Website

Conversion-focused website built in 2 weeks with Smart chat widget and lead capture. Included in Smart Bundle.

003 — Service

Follow-Up Agent Bundle

Automatically calls your old leads, chases quotes, reactivates dead contacts, and books appointments.

004 — Service

Review Automation

Automated Google review requests after every job. Builds your reputation on autopilot. Included in Smart Bundle.

005 — Service

Smart Ads

We build, run, and optimise your Meta and Google ad campaigns — including AI video ad creation with HeyGen avatars. Fully managed.

006 — Service

AI Video Ads

Professional video ads created with AI avatars — no filming, no editing experience needed. Available as an add-on to any SBF plan.

007 — Coming Soon

AI Quote Assistant

Collects job details, asks the right questions, sends a ballpark range, and books a site visit — all without you touching your phone. Coming soon.

008 — Service

Growth Partnership

We become your outsourced marketing team. Strategy, automation systems, ads, content, and reporting — everything under one roof. Custom pricing.

Managed Automation

We set up and manage everything. You focus on your business.

Built for established Australian service businesses that want the benefits of automation without learning new software.

Done For You — Fully Managed

We Build, Run & Manage Everything

Your smart receptionist, follow-up system, website, and review engine — fast deployment. You don't configure anything. You don't manage anything. We handle it all.

  • ✓ Smart receptionist answering calls 24/7
  • ✓ Automated follow-up chasing every lead
  • ✓ Smart website built in 2 weeks
  • ✓ Google review automation
  • ✓ Monthly optimisation & reporting
  • ✓ No setup fee · No lock-in · Live in 48 hours

Want to build it yourself?

Our All-In-One Builder & CRM gives you everything you need — CRM, phone, AI bot, website builder, automations, templates, and community support. $89 USD/mo.

LEARN MORE →
See It In Action

Watch our smart receptionist handle a real call

Your Automation Packages

Three ways to work with us.

Tier 1

Digital Receptionist

Your phones answered 24/7. Every call captured, every lead qualified, every appointment booked — automatically.

  • ✓ Smart receptionist answering calls 24/7
  • ✓ Lead capture & qualification
  • ✓ Appointment booking
  • ✓ SMS & email follow-up
  • ✓ Call recordings & transcripts
  • ✓ Dashboard access with AI call summaries
  • ✓ Monthly call script optimisation & knowledge base updates
  • ✓ 300 minutes included
Reserve Your Free Automation Strategy Session →
Tier 2 — Most Popular

Automated Office

We handle your admin, communication, and follow-up — everything automated and managed. Calls, leads, website, reviews, nurture — while you focus on your business.

  • ✓ Everything in Digital Receptionist
  • ✓ We become the digital architect of your business
  • ✓ Smart website built in 2 weeks
  • ✓ Automated follow-up (chases leads & quotes)
  • ✓ Google review automation
  • ✓ Smart chat widget
  • ✓ Custom nurture sequences
  • ✓ CRM setup & integration
  • ✓ Monthly optimisation & reporting
Reserve Your Free Automation Strategy Session →
Tier 3 — Best Value

AI Workforce + Growth

Full-service automation and growth — all done for you. automation systems, ads, SEO, content, and strategy — for a fraction of agency fees.

  • ✓ Everything in Automated Office
  • ✓ We become the digital architect of your business
  • ✓ Managed Meta & Google ads
  • ✓ Ad creative production (static + carousel)
  • ✓ SEO fundamentals & local SEO
  • ✓ Campaign landing pages
  • ✓ Monthly strategy call
  • ✓ Quarterly growth review
  • ✓ Dedicated account manager
Reserve Your Free Automation Strategy Session →

“Set it up in a day and had a booking come through that night.”

— Mark H.

“Three callbacks booked last week that I never would have chased manually.”

— Steve Collins

“Been in business 18 years. Genuinely impressive.”

— Jason
Get Started

Ready to stop losing renewals to neglect?

Pop your name and number in below and our automated phone receptionist will give you a live demo call within 1 minute. Free, no obligation.

Enter your number and our smart phone receptionist will call you within 60 seconds — so you can experience exactly what your customers would hear.

Or call us directly: 0485 059 360

Prefer to be contacted by our team?

Testimonials

What our clients say

★★★★★

“Game changer. We were missing 5-10 calls a week. Now we catch every single one.”

— Mark Thompson, Electrician

★★★★★

“The demo blew me away. It sounds human, answers questions perfectly, and books appointments without me lifting a finger.”

— Lisa Chen, Plumber

★★★★★

“Been in business 18 years. This is genuinely impressive. Saves me at least 10 hours a week.”

— Jason Chen, HVAC Contractor

★★★★★

“The follow-up system is brilliant. It's like having a full-time sales assistant without the salary.”

— Sarah Mitchell, Salon Owner

★★★★★

“We were skeptical at first, but the demo blew us away. Booked 4 appointments in the first week.”

— David & Emma, Cleaning Service

★★★★★

“The automation is magic. Never miss a call, never miss a lead. Absolutely worth it.”

— Tom Rodriguez, Landscaper

FAQs

Common Questions

How long does it take to set up?

We build your Digital Receptionist demo in 24 hours. After your review call, it goes live immediately. For full Automated Office implementations, expect 3-5 business days.

What if my industry is different?

We customize every AI agent to your specific business. Whether you're in trades, professional services, retail, or something else — we tailor the conversation flow, qualification questions, and booking logic to match how your business actually works.

Do I need to change my phone number?

No. Your business keeps its existing number. Your telco simply forwards calls to the Digital Receptionist — it takes 5 minutes to set up. If you ever cancel, you just remove the forward.

What happens if the AI can't answer a question?

It transfers to you. We program smart escalation rules — complex technical questions, urgent situations, or VIP clients get routed to a human immediately. You're always in control.

Is there a contract?

All plans include a 6-month commitment to cover setup investment. Month-to-month is available if you prefer to pay the setup fee upfront.

Can I try it before committing?

Yes. Fill out the form above and we'll call you to discuss your needs. Then we'll build you a custom demo using your business details. You can test it, call it, see exactly how it works with your real scenarios — before you sign anything.