ROI Calculator

AI Portfolio Care vs. calling yourself: What do you save per month?

Estimate the time and cost of your current scheduling and compare it with Insaio's AI Portfolio Care. Adjust all assumptions to your insurance portfolio and reality.

Your status quo

How many contacts are in your portfolio in total?

We divide this by 12 to get contacts per month for the calculation.

How do you schedule advisory appointments?

I or my team call ourselves and schedule appointments

A call center or phone assistant handles the calls

Currency

Used currency for costs, savings, and assumptions.

Scheduling with Insaio

All figures are per month.

	Insaio	Calling yourself
Contacts to reach	125	125
Calls made	274	274
Scheduled appointments	21	21
Time	Automated	9 h 8 min
Monthly Costs	$179	$548
Cost per appointment	$9	$26

Summary

$369 per month and $4,422 per year saved on cost alone
Payback in less than 1 month
Over 9 hours more time e.g. for advisory appointments.

We recommend the Professional 150 plan.

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Want to validate these numbers on your own client base?

Book a 20-minute demo or try it yourself. Most insurance advisors see immediate cost and time savings because follow‑up and scheduling happen automatically.

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