As of today, Insaio is the AI client care team for insurance and finance. It isn't a new name or a new company. It's the next step of the idea we started with in January.
Where we started
In January, Dominic and I launched Insaio as an AI phone agent. Insaio answered calls and called the clients nobody in the office had time for, in the agency's name and around the clock. It works: agencies, brokerages and insurers use it today.
What we learned
The more conversations Insaio had, the clearer it became: the phone is only one door.
Clients come in many ways. They call, book online, join a video meeting, read the confirmation by email. Covering only the phone shows you a fraction.
The work happens around the conversation. Before, someone has to be reachable and find a time. During, someone has to take notes. After, someone has to record the result and follow up. That's exactly the work that piles up in busy offices.
Everything belongs on one record. A call here, a meeting there, an email somewhere: whoever calls back needs to know what happened before.
What that looks like
An AI client care team that works at every point of the client relationship.
It answers everyone. Whoever calls, writes or books online gets an answer, at any hour. And leaves with an appointment or a request done.
It thinks ahead. Insaio gets in touch before anyone has to ask: for a renewal, a gap, a change in someone's life. And before every meeting, you know what it's about.
It sees it through. Every conversation is recorded and ends in a result: a summary, a complete claim report, a next appointment. All on one client record, and available where you work.
For agencies and brokerages, that means time for advice instead of the phone. For insurers: a sales network that reaches its portfolio again.
Much of this is live today; the rest follows step by step. The direction is clear: every request handled, every client reached, every policy current.
What stays the same
Advice stays with people. Insaio takes on the work around it and says in every conversation that an AI is speaking.
And the sentence it all started with still holds: no one should be left unprotected because no one got in touch. More in our manifesto.
Thank you
To the agencies, brokerages and insurers who built this with us this year. And to Techstars, ABN AMRO and InsurLab Germany for the support.
Try it
Try Insaio for free with 100 clients who haven't heard from you in a while, and see what's done in a week. Rather see it first? Book a demo.