AI Receptionists for Finance & Insurance Services.

What is it?

Norango.ai is a fully trained AI receptionist built for financial advisors, mortgage brokers, insurance agencies, wealth managers, and compliance-led services. It handles all incoming calls, books client meetings, filters service requests, and responds to common queries. Whether you're working in personal finance or commercial insurance, the AI delivers accurate, compliant, and confident communication—24/7.

Why it works for finance and insurance providers

In regulated sectors like finance and insurance, first impressions matter—and so does consistency. Missing a call from a potential client, policyholder, or lender can mean losing business or delaying time-sensitive processes. Norango.ai ensures every call is answered promptly and professionally, with messaging tailored to your brand, services, and regulatory tone.

It reduces pressure on front-office staff, prevents bottlenecks in the client onboarding process, and ensures that urgent calls are always routed to the right person. Your team stays focused on advice, underwriting, or portfolio management—while the AI handles the admin.

Tailored for advisors, brokers, and financial services

For Financial Advisors and Wealth Managers

Norango.ai books discovery calls, handles investor enquiries, and manages appointment scheduling. It ensures a polished and professional experience for every client, whether you're managing high-net-worth portfolios or family savings plans.

For Insurance Brokers and Agencies

The AI receptionist captures claim information, handles quote requests, explains policy coverage, and passes urgent matters to live agents when needed. It keeps your service running smoothly—even outside working hours.

For Mortgage, Pension, and Tax Services

From booking reviews to confirming application steps, Norango.ai helps guide your clients through complex processes without clogging up your phone lines. It keeps documentation flowing and communication clear.

How it works

Calls to your business number route directly to your AI receptionist, trained on your specific financial services, processes, and escalation rules. It can sync with your CRM, book meetings into your calendar, and forward urgent messages with full transcripts and call summaries.

Real benefits for your business

Norango.ai helps you deliver faster, more consistent client communication without expanding your team. You reduce missed opportunities, improve compliance handling, and free your advisors from repetitive call admin. Whether you're advising families or underwriting policies, your clients get the support they need—and your team gets time to focus on what matters most.

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