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Call Campaigns

Insaio fills your calendar. You do the rest.

Renewals, cross-sell, portfolio activation: Insaio AI Agents reach out to clients and book appointments straight into your calendar. Without you dialing.

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Demo

What appointment scheduling with AI sounds like

Listen to how Insaio handles typical 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.

  • Objection: "No interest"

    The agent acknowledges their response, explains the benefit in one sentence, and offers a simple, low-threshold option without pushing.

  • "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.

25%

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.

How it works

In 4 simple steps to a full calendar.

Turn your existing client list into regular advisory appointments.

1

Select existing clients

You decide which existing clients should be contacted. Insaio reaches out only to these clients to schedule advisory appointments.

2

Define availability

You connect your calendar and define when advisory appointments can take place. Insaio schedules appointments exclusively within these time slots.

3

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.

4

Calendars stay full

Confirmed appointments are automatically added to your calendar. This keeps your calendar reliably filled – without manual coordination.

Your calendar – seamlessly integrated

Google Calendar
Microsoft Outlook
iCloud
IMAP

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

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

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

Wolfgang Fries

Agency Manager – Ergo Versicherung

FAQ

Questions about Call Campaigns

Voices are synthesized with high naturalness and guided with domain-aware prompts — pacing and terminology match advisor conversations. Most listeners perceive them as human unless informed otherwise.

The system detects escalation requests and offers a calm transfer or scheduled callback with advisor context. Sensitive disclosures remain gated behind verified identity.

Opt-outs are enforced immediately in Insaio and synchronized with CRM exports so subsequent dialing respects suppression lists and retention obligations.

Yes. Scripts, objection flows, disclosures, and tone (Sie/Du, brand phrases) are configurable within reviewed compliance templates.

A number you choose. Insaio provisions a landline or mobile number for new accounts. You can port an existing number or route calls through your phone system via SIP trunk.

Yes. SIP trunk integration lets Insaio dial through your existing PBX or VoIP setup so outbound caller ID and routing match your operational configuration.

German and English ship today with accent options per locale; additional languages follow roadmap milestones tied to approvals.

Most teams launch within days: connect calendars, upload contacts, approve scripts, run sandbox calls, then publish campaigns.

Yes — hosting, encryption, DPAs, BaFin-aligned controls, AI Act logging, and audit trails ship standard. Final responsibility stays with your licensed entity.

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Ready to reach every client?

Book a demo to see Call Campaigns against your portfolio, or start your 7-day free trial.

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