Less effort. More advising.
Insaio calls your existing clients in insurance and financial advisory to schedule advisory appointments — powered by AI. This keeps your calendar reliably filled, without manual coordination.
Cancel anytime
GDPR-compliant
Fast setup
Demo
Insaio in Action
Listen to a sample customer call and hear how Insaio speaks with your existing clients and seamlessly schedules advisory appointments.
How it works
In 4 simple steps to a full calendar.
Turn your existing client list into regular advisory appointments.
Select existing clients
You decide which existing clients should be contacted. Insaio reaches out only to these clients to schedule advisory appointments.
Define availability
You connect your calendar and define when advisory appointments can take place. Insaio schedules appointments exclusively within these time slots.
Start call campaigns
With just a few clicks, you create and start call campaigns. Insaio calls your clients, conducts the conversations, and proposes suitable appointment times.
Calendars stay full
Confirmed appointments are automatically added to your calendar. This keeps your calendar reliably filled – without manual coordination.
Benefits
Why Insaio
You stay in control of your clients, availability, and conversations – Insaio takes care of the rest.
Better client care
No client is forgotten. Insaio ensures your existing clients are contacted regularly and in a structured way, with outreach happening reliably in the background — without manual effort.
More advisory appointments
More conversations with existing clients. Automated scheduling creates additional, qualified advisory appointments. Each appointment is a concrete opportunity for meaningful advice and closing.
Less coordination effort
No calling. No back and forth. Insaio automatically handles calls, scheduling, and follow-ups. You reduce administrative effort and gain more time for advisory work.
Reliable client contact
Predictable calendars instead of surprises. Insaio ensures client outreach happens as planned — without gaps or missed contacts. You stay in control of your calendar and your client relationships.
...and so much more!
Call campaigns with existing clients
Insaio systematically contacts your existing clients through structured call campaigns. This ensures regular client contact without you having to make calls yourself.
Multiple call attempts
If clients are not reachable, Insaio automatically tries again. This allows more clients to be reached without manual follow-ups or list management.
Structured appointment scheduling
Insaio conducts conversations based on insurance-specific guidelines for appointment scheduling. Typical questions are handled professionally — advisory work remains with the advisor.
Automatic calendar entries
Confirmed appointments are added directly to your calendar. You always maintain a clear overview of upcoming advisory appointments.
Campaign analysis & reporting
All calls, reached clients, and scheduled appointments are clearly tracked. This allows you to see at any time how successful your campaigns are.
AI call handling for appointment scheduling
Insaio answers incoming calls and schedules appointments automatically. Clients can reach you directly, even when you are not available.
Testimonials
What Our Customers Say
"Insaio fundamentally changed how we handle client appointments. Scheduling now happens quietly in the background, and we can focus again on what really matters — advising our clients."
Daniel Dietrich
Insurance Broker – Die Beamtenberatung
"The time savings are significant. What used to take hours of calling and follow-ups now happens automatically. Our clients appreciate the convenience, and we clearly feel the efficiency gain."
Verena Sauter
Insurance Advisor – VPV Versicherungen
"Data protection was extremely important to us, and we were also unsure how clients would react to AI. With Insaio, both concerns are addressed — technically sound and human in conversation."
Wolfgang Fries
Agency Manager – Ergo Versicherung
Pricing
Clear pricing for predictable advisory appointments.
Choose the plan that fits your calendar and the size of your client base.
Starter
For initial appointments
€49 per month
Prices exclude taxes
Calls from up to 50 customers per month
Call campaigns with up to 2 call attempts
Call forwarding
Email support
Professional
For good appointment utilization
€149 per month
Prices exclude taxes
Calls from up to 150 customers per month
Call campaigns with up to 3 call attempts
Voicemail
Priority support
Business
For a full calendar
€299 per month
Prices exclude taxes
Calls from up to 300 customers per month
Call campaigns with up to 5 call attempts
Voicemail
Priority support
Cancel anytime
GDPR-compliant
Fast setup
FAQ
Frequently Asked Questions
Get started
More advisory appointments. Less coordination.
Get started with Insaio or book a demo to see how appointment scheduling with existing clients works — fully automated.