Clients need a private place to ask what happens next, not a personal mobile number.
RoomLnk is a private browser conversation for service questions: which documents you need, whether a call can be scheduled, and whether the broker has received what was sent.
Keep the client conversation private and organised
“What documents do you need?”, “Can I schedule a call?”, and “Has my broker received my documents?” are service questions. They should not live in a personal text thread that mixes several clients.
A RoomLnk room gives the client one private place to continue that conversation. Files, voice, and translation can travel with it. Coverage decisions do not.
Common client messages
Organise the service conversation
Use the room to move the process along. Hand regulated questions to authorised staff.
Documents
“What documents do you need?” and a file can stay in the client room.
Scheduling
“Can I schedule a call?” does not need a personal mobile number.
What happens next
Explain the next service step without making the chat a policy document.
Receipt of documents
“Has my broker received my documents?” is a status question for the team.
The brokerage team
Authorised staff can share the room instead of a personal inbox.
Translate the message
Show a translation beside the original. Do not treat it as advice.
A clear boundary
The room organises contact. It does not decide cover.
A card or email link opens the client's private room. They can ask what documents are needed and send a file. The team can confirm what has been received.
RoomLnk AI should not determine coverage, guarantee a claim outcome, give regulated personal advice, or ask for passwords. Those questions go to authorised staff.
How it works
A private room for the service conversation
01
Give the client a room
Share a link or code for that client enquiry.
02
They join in the browser
No app and no personal phone number.
03
Exchange the practical details
Document lists, call times, and receipt of files.
04
Authorised staff reply
The brokerage team uses the business workspace.
05
Hand off regulated questions
Coverage, claim outcomes, and personal advice go to authorised staff.
06
Keep history for the enquiry
The room holds the service thread until you close it.
Relevant RoomLnk features
Private client communication the team can share
The chat is the service thread. The policy system remains the record of cover.
Private conversations instead of personal numbers.
File sharing for documents the client needs to send.
Business team access for authorised staff.
Voice messages and translation.
Conversation history for that enquiry.
A clear handoff when a question becomes regulated advice.
Do not use RoomLnk AI to determine coverage, guarantee a claim, give regulated personal advice, or collect passwords.
Client rooms3 active
Enquiry IB-204What documents do you need?
Renewal callCan I schedule a call?
File checkHas my broker received my documents?
Private business channelThe client enquiry stays in one private room
Where to place the code
Give the client one obvious way back to the broker
Enquiry emailsWhat to send next and whether it arrived
Meeting cardsA private room after an appointment
ReceptionClients who arrive with a document question
Proposal packsService questions about the pack, not cover decisions
Client portal promptsA chat link beside the formal portal
Renewal remindersScheduling and document follow-up
Name the enquiry
Example room names
Use an enquiry or policy reference the brokerage already uses. Avoid extra personal detail in the title.
Enquiry IB-204 - documents
Renewal - schedule a call
File receipt check
New client - what happens next
Broker meeting follow-up
Service question - reference only
Compliance boundary
AI does not decide cover, claims, or personal advice
RoomLnk AI should not independently determine insurance coverage, guarantee claim outcomes, provide regulated personalised advice, or request passwords or credentials.
Sensitive or regulated questions should be handed to authorised staff. Say that in the room so clients know a chat reply is not a coverage decision.
Questions and answers
Broker messaging with RoomLnk
What is the room for?
General service questions: documents you need, scheduling a call, what happens next, and whether files were received.
Can AI tell a client if they are covered?
No. AI must not determine coverage, guarantee a claim outcome, or give regulated personalised advice.
Can clients send documents?
Yes. Files can be shared in the private room. The policy or claim record still lives in the brokerage system.
Do clients need an app?
No. They open the RoomLnk link in a browser.
Can several brokers see one client room?
Yes. Authorised staff can use business team access instead of a personal inbox.
Should clients send passwords in the chat?
No. RoomLnk should not be used to request passwords or credentials.
