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Hi, we’re Insaio, and we ensure that insurance brokers have full appointment calendars.

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Many advisors are increasingly losing contact with their customers.

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Demographic change and unmanaged customers who churn cause frustration, loss of business, and pressure on sales.

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Insaio has set itself the task of improving the performance of insurance brokers.

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Our common focus: more consultation appointments.

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This ideally closes gaps in advice and leverages sales potential from existing portfolios.

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But now, let us show you exactly how we do it.

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Here you see the heart of our system: the campaign module.

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The advisor can easily upload their contacts here and select a reason for the call, such as the annual review or a change in accident insurance.

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And off we go! The Insaio AI telephone agents make the calls and schedule the appointments.

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If you’d like to get an impression, you’re welcome to listen to a demo of our AI telephone agents at insaio.com.

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Through calendar integration, the appointments are booked directly as calendar entries.

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Of course, the whole process is GDPR-compliant and fully compliant.

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After the campaign, the advisor or their manager can see the analysis of the calls, contact data quality, or reachability.

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And, most importantly, how many appointments were scheduled.

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So let’s work together to ensure full appointment calendars. We look forward to meeting you soon and to personal contact!