AI call campaigns
The phone rings all day. A claim, a premium adjustment, someone who can't find their policy. You work through what comes in, and when the last call is done, the day is gone.
And on the day there's finally room? Calling your book is the job you put off as long as there's anything else to do. There's always something else to do.
Two reasons, one outcome: the list sits there.
Today we're shipping AI call campaigns.
You pick a segment — everyone without an appointment for two years, everyone with a policy expiring next quarter, everyone in one postcode. The AI calls them, one after another, until the list is done. Anyone who wants an appointment agrees on one right in the conversation — you see every booked appointment in Insaio.
No day where you have to psych yourself up. Nothing left over because the morning went differently than planned. The list works itself off while you answer the phone — and when a campaign works, you duplicate it for the next segment instead of building it again.
Tags and filters for contacts
A book of business isn't one list. It's many lists that happen to sit in the same table.
Tag contacts — commercial, motor, call back in autumn, difficult — and filter on them. Filters combine with campaign history: show me everyone tagged commercial who wasn't reached in the last campaign. That's your next campaign, and it took two clicks.
Time zone per contact
For the customer down the road it doesn't matter. For the one who moved to London and kept their policy, it does: a call at 08:00 your time rings at 07:00 theirs.
Every contact now carries its own time zone. Permitted calling hours apply where your customer is, not where our server is.
Activity log
Who started the campaign? Who changed the contact? When was the opt-out recorded?
Every change is logged, with person and timestamp. Not because we don't trust you — because when someone asks, you need an answer, and "that was probably me, back in spring" isn't one.
Call forwarding
Inbound calls land on your real number. Add it, done — and remove it when you don't need it anymore.