uBumi Broker Desk · for independent P&C brokerages in Ontario
Never lose a quote request or a renewal to a slow reply again.
Broker Desk answers your calls, texts and web quote requests in English and French, and hands every coverage question to a licensed broker. We set it up and run it for you.
Where brokerages lose business
Most clients buy from whoever answers first.
- After-hours calls go to voicemail, and the caller rings the next brokerage on the list.
- Web quote requests get an answer the next business day.
- Renewals slip because nobody had time to chase the documents.
- Your CSRs spend the week on certificates and pink slips instead of clients.
What Broker Desk handles
Calls, after hours and overflow
Every call is answered. Every missed call gets a text back.
Web quote requests
A fast reply, and the intake details collected before a broker picks it up.
Renewals and missing documents
Clients are reminded before the renewal date and chased for what is missing.
First notice of loss
The details are taken and routed to the right person on your team, marked urgent.
Certificates and policy changes
Requests are taken in and turned into a task for your CSR, with nothing left out.
Your shared inbox
Sorted, with replies drafted for your staff to approve. Plus a plain-language report every Friday.
How it works
Free Lost Lead Audit
We test your phone lines and quote form and send you a one-page report.
We set it up in 7 days
Using your scripts, your carriers, your office hours and your people.
We run it
You get a report every Friday. You can see and approve everything it does.
Never gives advice. Always hands off to a licensed broker.
Broker Desk is not a broker and never acts like one.
- Coverage questions, advice requests and binding requests go to a licensed broker on your team, with no AI answer. On email, text, phone and in meetings.
- Anything it would send to a client that reads like advice is stopped before it goes out.
- Every outbound message can require your approval before it is sent.
- Every action and every handoff is logged, so you can see exactly what happened and when.
English and French, natively
Your clients write and call in the language they prefer, and Broker Desk answers in the same one, across Ontario and Québec. Not a translation bolted on: each conversation happens in their language.
Pricing
Founding clients · first 3
$500/month
Setup included, in exchange for a case study once it is working.
Standard
$750/month
Plus a one-time $1,500 setup.
Our guarantee: if we don't cut your missed calls and slow replies by half in your first 30 days, you don't pay the monthly fee.
Questions brokers ask
Does it give coverage advice?
No. Coverage questions, advice requests and binding requests are handed to a licensed broker on your team, and the client is told a broker will follow up. Anything it would send that reads like advice is stopped before it goes out.
Does it work with my broker management system?
It works with your email, calendar and phone today, and keeps its own client records. A connection to your broker management system is possible on request, once we have confirmed your system allows it. We will not promise one we have not tested.
Who runs it?
Hippolyte Asah, the founder of uBumi, sets it up and runs it for you, with the software doing the work in between. You have a person to call.
What happens to my data?
Each brokerage has its own workspace, separate from every other client. Your email stays in your own mailbox. We do not sell your data or share it. Where it is stored: [CONFIRM: hosting region].
Can I cancel?
[CONFIRM: cancellation terms]
What does setup involve?
About an hour with you to go through your scripts, carriers, office hours and who handles what. We connect your phone line, inbox and calendar, then run it alongside your team before anything goes out on its own.
Find out what slow replies are costing you.
The audit is free. We test your phone lines and quote form and send you a one-page report.
Get your free Lost Lead Audit