AI Assistant
Every meeting prepared. Every task done.
Before each client meeting, a briefing: their policies, your last conversation, what's changed and what to bring up. Afterwards, the follow-ups and tasks get done.
Briefing
Becker family · Thu 10:00
4 policies, 1 out of date: home contents sum insured from 2019
Agreed last year: check occupational disability cover
1st topic: moving in spring
Features
Before, after, done.
AI Meeting Prep
A briefing before every meeting: policies, history, what's changed, what to bring up.
AI Follow-ups
Summary to the client, missing documents chased, reminders sent.
AI Tasks
What comes out of a meeting gets done: documents sent, the record updated, the next appointment set.
How it works
Your calendar is all it needs.
An appointment is in your calendar.
Insaio sees who you're meeting and why.
Insaio prepares.
Policies, past conversations and occasions in one briefing.
Insaio follows up.
Summary, documents and tasks done; decisions come to you.
Works where your work is
Calendar
BMS
CRM
Use cases
The work around your meetings.
Client visit
The briefing is ready before you ring the bell.
First meeting
What's already known and what's still open, at a glance.
Covering for a colleague
Their client, your meeting: up to speed in two minutes.
Missing documents
Insaio requests and reminds until everything's in.
Quote follow-up
Quote sent, no reply? Insaio checks in.
FAQ
AI Assistant questions
Get started
Never walk in unprepared again.
Try it for free, or book a demo and see the briefing for one of your own appointments.