Hire Your First AI Employee
AI Employees for Financial Services & Insurance
AI Built for Humans. Always a Human-in-the-Loop™.
SiteGlue helps financial and insurance firms hire AI Employees that qualify prospects, schedule consultations, and improve client communications — with compliance-aware Human-in-the-Loop™ handoffs.
Financial Services AI Employee
AI Built for Humans · Your financial services & insurance team
Available 24/7
Currently
Answering a product question
Industry Challenges
Prospects expect responsiveness — compliance demands control.
Slow follow-up loses opportunities; uncontrolled automation creates risk. AI Employees handle routine intake while licensed professionals stay accountable.
Missed and after-hours inquiries
When nobody answers, interest moves to the next option — or never converts.
Repetitive questions
Hours, services, and basics consume staff time that should go to high-value work.
Scheduling bottlenecks
Booking, confirmations, and changes stack up while demand keeps growing.
Inconsistent intake
Without structured capture, contact details and intent get lost before follow-up.
Multi-location coordination
People need the right location, team member, and next step without bouncing around.
Humans stay in control
Your team needs AI help without losing oversight of sensitive conversations.
Recommended AI Employees
Hire the AI Employee that fits your financial services & insurance team.
Trish recommends roles based on your website, channels, scheduling needs, and goals.
Human-in-the-Loop™
Autonomous when it should be. Human when it matters.
Your AI Employee handles routine clients communication. When judgment, exceptions, or sensitive situations arise, your team steps in with Team Handoff™, Team Takeover™, and Human Approval.
Team Handoff™
The AI Employee recognizes when a conversation needs a person and routes or transfers it with available context.
Team Takeover™
A team member can continue the conversation across supported channels without asking the customer to repeat everything.
Human Approval
Trish and SiteGlue may recommend training, workflow, channel, integration, or plan changes — production changes require explicit human review and approval.
Collaboration workflow
- Clients reaches out
- AI Employee responds
- Approved workflow or capture
- Team Handoff™ when needed
- Team Takeover™
Situations that must involve a human
- Personalized financial or insurance advice
- Claims disputes or complex policy questions
- Regulatory or compliance-sensitive topics
- High-net-worth or institutional relationships
- Unsupported product recommendations
- Client asks for a licensed professional
Communication Channels
Meet Clients Where They Are
AI Employees built for humans — answer customer conversations, capture leads, schedule appointments, and turn interactions into opportunities across phone, website chat, SMS, email, video calls, WhatsApp, and Messenger.
- Phone Calls
AI Employees can answer inbound calls, collect information, route callers, transfer calls, take messages, and support approved appointment workflows.
- Website Chat
AI Employees engage visitors, answer questions, capture leads, schedule appointments, and support live Team Takeover™.
- SMS
AI Employees continue customer conversations by text. A team member can pause the AI and continue messaging manually.
- Email
AI Employees can respond to approved email workflows. A team member can disable the AI for a thread and reply directly.
- Video Calls
AI Employees may support video-based greetings, consultations, demonstrations, or connected video-meeting workflows where enabled.
- WhatsApp
AI Employees communicate with mobile-first customers through WhatsApp. Team members can pause the AI and continue the conversation.
- Messenger
AI Employees engage customers through Facebook Messenger. Team members can pause the AI and continue manually.
Industry Workflows
Financial Services & Insurance workflows AI Employees can support.
Administrative communication and scheduling support — not professional advice. Capabilities follow your approved rules and connected integrations.
- Inquire
- Capture
- Schedule or request
- Confirm
- Human when needed
Inquiry & intake
Greet visitors, collect contact details, and prepare your team for follow-up.
Appointment scheduling
Help people find times under approved rules — live when connected, or as a request.
After-hours coverage
Keep answering when the office is closed so opportunities are not lost.
Service & hours questions
Answer from approved knowledge — hours, locations, and offerings your team controls.
Reschedule & cancel requests
Handle approved changes or collect preferences when staff judgment is required.
Team Handoff™
Transfer or escalate with context when the conversation needs a person.
Supported Integrations
Connect the tools you already use.
SiteGlue shows verified MCP integrations only. Unsupported systems can use booking links, request capture, Zapier, or a custom MCP request.
Google Calendar
scheduling
- Availability
- Booking
- Human confirmation
Calendly
scheduling
- Availability
- Booking
- Human confirmation
Zoom
comms
- Booking
Zapier
Zapier
Connect approved workflows to external tools via Zapier when enabled on your plan.
Custom MCP
MCP servers
Request a custom MCP for industry systems that are not yet in the registry. Direct writes require a verified connection — SiteGlue does not promise unsupported platforms will be built on a fixed timeline.
When a direct integration is unavailable
- Use existing booking link
- Collect appointment request
- Notify your team
- Create human follow-up
- Request custom MCP
Honest integration paths
Supported MCP Integration
Connect a tested integration from the SiteGlue registry.
No custom development required
Use a booking link, request capture, email notification, webhook, Zapier, or calendar connection.
Custom MCP request
Trish prepares a structured request for SiteGlue review. Unsupported platforms are not claimed as live integrations.
Trish
AI Solutions Consultant
SiteGlue
Direct Line: (720) 443-2710 (AI Receptionist Enabled)
Email: trish@siteglue.ai
Website: www.siteglue.ai
- PhoneActive
- Website ChatActive
- SMSActive
- EmailActive
- Video CallsActive
- WhatsAppActive
- MessengerActive
Meet Trish
Let Trish Help You Hire the Right Financial Services & Insurance AI Employee
Not sure which AI Employees, channels, scheduling workflows, or integrations fit your financial services & insurance business? Trish will analyze your website and create a personalized AI Opportunity Report.
- Analyzes the business website and goals
- Recommends AI Employees
- Recommends communication channels
- Analyzes scheduling needs
- Detects locations and team structure
- Recommends integrations
- Creates an AI Opportunity Report
- Recommends pricing
Get personalized recommendations in just a few minutes.
AI Opportunity Report
See where an AI Employee can help your financial services & insurance organization.
Trish analyzes your financial services & insurance business and delivers a clear AI Employee Proposal before you hire.
- Recommended AI Employees
- Channel coverage gaps
- Scheduling workflow fit
- Location & team structure
- Integration path (supported, booking link, or custom MCP)
- Human-in-the-Loop™ recommendations
- Suggested plan (Intern → Enterprise)
- Estimated time returned to staff
Built with Trish
Start with Trish. She prepares your AI Opportunity Report so your team can approve the plan before anything goes live.
Monthly AI Impact Report
Improve communication every month.
Industry-specific metrics and recommendations — with upgrade suggestions only when usage supports them.
Conversations handled
Volume across phone, chat, SMS, and other connected channels
Leads & requests captured
Inquiries collected for team follow-up
Appointments requested or booked
Booked when connected; requests captured when not
After-hours coverage
Inquiries handled when staff are offline
Team Handoff™ rate
How often conversations needed a person
Knowledge gaps
Questions the AI could not answer from approved content
Recommended improvements
- Tighten knowledge for common questions
- Expand channel coverage where people reach you
- Improve scheduling rules for your workflows
- Upgrade plans only when usage clearly supports it
Upgrade recommendations appear only when supported by your account data. Humans approve production changes.
Pricing
Hire an AI Employee for Financial & Insurance Firms
Start free with Intern. Scale channels and collaboration as your team grows — always with Human-in-the-Loop™.
Enterprise
Custom
Custom AI employees, routing, and volume for your org.
FAQ
Financial Services & Insurance AI Employee questions.
A SiteGlue teammate that handles approved clients communication — answering questions, capturing leads, and supporting scheduling — with Human-in-the-Loop™ so your team stays in control.
AI Built for Humans
Ready to hire your first financial services & insurance AI Employee?
Improve communication, capture more opportunities, and keep your team in control — always with a Human-in-the-Loop™.