AI Reception
You advise. The AI picks up.
Appointments, claims, documents: all handled. Complex cases come to you with context. Available 24/7.
Calls
Ms. Miller
Claim report
Mr. Smith
Reschedule appointment
Ms. Weber
Update address
Mr. Krause
Request policy
Routine handled instantly
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 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.
Advisor-callback requested
The agent clearly confirms the callback request, keeps it neutral, and ensures the request is passed on cleanly to the team.
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
Three steps to your own AI Reception.
Let your phone work for you while you are busy.
Set up your number
Forward your existing number to Insaio or use an Insaio number directly. Both set up in minutes.
Set up workflows
Set where requests go and how the AI responds on the call. Workflow on your terms.
Get started
The AI picks up, handles routine, and forwards complex cases to you with full context.
Use cases
Four routine calls, all without you.
Claim report
A client reports a claim. Insaio captures details, asks follow-ups, routes to the right advisor.
Data updates
A client updates their data. Address, bank, contact: Insaio takes it on the call, no email queue.
Document request
A client asks for documents. Policy, certificate, confirmation: Insaio takes the request, dispatch starts automatically.
Appointment scheduling
A client books an appointment. Insaio books straight into your calendar, by your rules, no back-and-forth.
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
FAQ
AI Reception questions
Get started
Take back your meeting time.
Book a demo to see AI Reception handle real client calls, or start your free trial.