Full calendars for insurance advisors.
Insaio’s AI phone agents call your existing clients and automatically book advisory appointments.
Used by insurance professionals across
Campaign
Existing customer pool
Insaio AI agent
Calendar
Monday
Advisory appointment
9:00 AM
Advisory appointment
11:00 AM
Advisory appointment
2:30 PM
Tuesday
Advisory appointment
9:30 AM
Advisory appointment
12:00 PM
Advisory appointment
3:00 PM
Demo
What appointment scheduling with AI sounds like
Listen to how Insaio handles typical outbound situations: with clear contact verification, structured conversation flow, and a professional close. Real appointments happen without anyone feeling pressured.
Appointment scheduling
After verification, the agent walks through reason, time options, and confirmation in a structured way—short and to the point.
Contact verification
The agent consistently starts with identity verification and does not share sensitive details before confirmation. That creates clarity and security.
Objection: "No time"
When the contact cannot talk right now, the agent switches to callback logic, stays friendly, and briefly clarifies the best way to reach them.
Objection: "No interest"
The agent acknowledges their response, explains the benefit in one sentence, and offers a simple, low-threshold option without pushing.
Advisor-callback requested
The agent clearly confirms the callback request, keeps it neutral, and ensures the request is passed on cleanly to the team.
"Please do not call again"
The agent accepts the request without questioning it, ends the call politely, and ensures a clear opt-out so it can be respected going forward.
28%
Conversion rate to scheduled advisory appointments.
24/7
Availability and customer satisfaction around the clock.
4x
More cost effective compared to human call handling.
100%
Calls answered – never miss a customer call again.
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 Receptionist for appointment scheduling
Insaio answers incoming calls and schedules appointments automatically. Clients can reach you directly, even when you are not available.
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.
Your calendar — seamlessly integrated
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
€89 per month
Prices exclude taxes
Calls with up to 50 contacts
2 call attempts per campaign
1 team member
Email support
Professional
For good appointment utilization
€149 per month
Prices exclude taxes
Calls with up to 150 contacts
3 call attempts per campaign
1 team member
Email support
Business
For a full calendar
€299 per month
Prices exclude taxes
Calls with up to 300 contacts
5 call attempts per campaign
Up to 3 team members
Priority support
Enterprise
For central team management
Price on request
–
Custom contact packages per month
Custom call attempts
Unlimited team members
Dedicated account manager
Cancel anytime
No credit card required
Fast setup
FAQ
Frequently Asked Questions
Security & Compliance
Built Secure. Compliance by Design.
Automate client communication — without compromising on data protection or regulatory requirements.
GDPR Compliant
Full compliance with EU data protection regulations and lawful transfer mechanisms.
EU AI Act Aligned
Designed in line with EU AI Act requirements, including transparency and human oversight.
Regional Hosting Options
Flexible regional deployment with EU (Germany) and US data residency options.
Encrypted by Default
All data exchanges are encrypted and integrity-protected at all times.
LLM Privacy
Customer data is never used to train shared AI models or improve results for other customers.
Do-Not-Contact Enforcement
Customer opt-outs are logged, enforced, and automatically excluded from future campaigns.
Insaio has initiated the certification process for SOC 2 Type II and ISO 27001 standards.
Get started
Full calendars for insurance advisors.
Get started with Insaio or book a demo to see how appointment scheduling with existing clients works – fully automated.