Solutions · Finance & Insurance
Conversational AI Forms for Finance, Insurance & Mortgage Brokers
Finance and insurance enquiries demand a lot of qualification before a meeting is worth booking. Borrowing capacity, employment status, deposit, debts, existing cover, dependents, risk tolerance — the questions are repetitive but unavoidable. Ryvet runs that qualification in a friendly chat (or a 60-second pre-qual quiz), so the calls you take are with prospects who already meet your criteria.
Why static forms waste broker and adviser time
Mortgage brokers, insurance agents, and financial advisers have one of the worst form-to-conversion ratios in any industry. Every enquiry needs at least 5-10 qualifying questions before you know whether you can help — but if you ask all of them on the form, the prospect bounces. If you ask none, you spend the first 20 minutes of every call running a fact-find that could have happened asynchronously.
The wrong leads are particularly expensive. A mortgage broker who books a 90-minute fact-find with someone who turns out to have no deposit and a default on file has lost an afternoon. An insurance agent quoting life cover for a 65-year-old smoker before realising they're already in claim phase has wasted two hours. The qualification needs to happen before the calendar is opened.
Compliance adds another layer. Financial advice has scope-of-advice disclosures, mortgage broking has Best Interest Duty obligations, insurance has product-disclosure requirements. The form usually doesn't do any of that — so it gets handled in the call, eating more time.
How Ryvet works for finance & insurance
Run a real pre-qual in the chat
Income, deposit, employment, debts, dependents — Ryvet asks the same questions you'd ask in a fact-find, in a conversational format that prospects actually complete. You see the qualifying data before any meeting is booked.
Estimate borrowing capacity or coverage on the spot
For mortgage brokers, the chat can give a rough borrowing-capacity estimate based on the answers — turning the enquiry into a 'here's your number, want to talk about it?' moment. For insurance, it can flag rough premium bands by age/health/cover type.
Bake compliance disclosures into the flow
Best Interest Duty disclaimers, AFSL details, scope-of-advice notices, product-disclosure prompts — Ryvet adds them at the right point in the conversation, captured with timestamp for your file. Compliance teams love this.
Hand qualified leads straight into your CRM
AdviserLogic, Salesforce Financial Services Cloud, BrokerEngine, Mercury, FlexBroker, Iress XPLAN — the chat pushes qualified leads with full fact-find data into your existing CRM via Zapier or direct integration, with the transcript attached.
In practice
A first-home buyer lands on a mortgage broker's site at lunchtime. Ryvet asks loan purpose (first home), property status (still looking), rough income ($95k single), deposit ($45k), employment (full-time PAYG, 2 years), debts (HECS only). It estimates a borrowing capacity of $480-540k, captures the prospect's contact details, and books a 30-minute fact-find call for Wednesday. The broker walks into the call with a complete picture, the compliance disclosures already shown to the client, and 20 minutes saved on intake.
Templates for Finance & Insurance
Ready-made conversation flows you can use as a starting point.
Mortgage Broker Application
Pre-qualify home buyers and capture loan details before the broker calls back.
Mortgage Pre-Qualification Quiz
Estimate borrowing capacity in 60 seconds and capture qualified buyer leads.
Insurance Eligibility Quiz
Help visitors find the right insurance plan based on their profile.
Financial Risk Assessment
Assess investment risk tolerance to recommend the right financial products.
Accountant Tax Consultation
Qualify tax return enquiries and book a discovery call with the right specialist.
FAQs for Finance & Insurance businesses
Can Ryvet integrate with my CRM (Salesforce, AdviserLogic, BrokerEngine, FlexBroker, Iress)?
Yes — via Zapier, native integrations, or our REST API. Salesforce Financial Services Cloud, AdviserLogic, BrokerEngine, Mercury, FlexBroker, Iress XPLAN, and HubSpot all receive qualified leads from Ryvet with the full fact-find data and chat transcript attached.
How do you handle compliance disclosures (BID, AFSL, scope of advice)?
We let you bake the relevant disclosures into the conversation flow at the points the regulator expects them. Best Interest Duty notices, AFSL details, scope-of-advice clarifications — all captured with timestamps for your compliance file. We can't replace your compliance officer, but we can make sure the disclosures get shown 100% of the time.
Is sensitive data (income, debts, health) handled securely?
Yes. All data is encrypted at rest and in transit, and your data is never used to train AI models. For especially sensitive flows (full medical underwriting, e.g.), we recommend the chat captures the high-level qualification and defers the detailed underwriting questions to a secure post-meeting workflow inside your CRM.
Can it handle a borrowing capacity calculation?
Yes — you provide the calculation logic (your existing serviceability formula or a simplified version), and the chat applies it to the captured income, debts, and dependents. The output is a rough range presented as "subject to a full assessment". Most brokers find this dramatically improves conversion versus a generic "submit and we'll be in touch".
Finance and insurance run on qualified pipeline. Ryvet does the qualification work in the chat — capturing the fact-find data, applying your serviceability or eligibility logic, and only booking calls with prospects you can actually help. Drop your URL into the preview tool to see how a Ryvet conversation would replace your existing intake form.
See Ryvet on your finance & insurance site
Drop your URL — we'll auto-generate a chat version of your existing form in under a minute. Free, no signup.