Insaio provides an AI-powered outbound phone agent that automatically contacts insurance clients, verifies their identity, and schedules advisory appointments through a structured dialogue. The system integrates with advisors' calendars, handles callbacks and alternative contact methods, and eliminates manual calling, increasing appointment fill rates and reducing administrative overhead.
Funding
Funding not disclosed
Founders
Product
Problem
Insurance advisors often rely on manual outbound calls to verify client identities and schedule advisory appointments, a process that is time‑consuming, prone to errors, and leaves many potential meetings unscheduled due to missed calls or unavailable clients.
Solution
Insaio offers an AI‑driven outbound phone agent that automatically contacts existing insurance clients, verifies their identity, clarifies the purpose of the call, proposes available time slots, and confirms appointments—all within a concise, structured dialogue. The system handles fallback scenarios by offering callbacks or alternative contact methods, ensuring that advisors’ calendars stay full without requiring human agents to make each call. By standardizing verification and scheduling, Insaio reduces administrative overhead, improves appointment fill rates, and maintains a professional, low‑pressure experience for clients.
Target Audience
Primary customers are insurance agencies and individual insurance advisors who need to efficiently schedule advisory meetings with their existing client base.
Features
- Automated identity verification at the start of each call to ensure security and compliance
- Structured conversation flow that covers reason clarification, time‑option presentation, and confirmation
- Real‑time callback handling and alternative contact method collection when clients are unavailable
- Integration with advisors’ calendar systems to automatically book confirmed appointments
- Voice‑based AI agent that operates without human intervention, scaling across large client portfolios
- Ability to run campaigns for portfolio updates, annual reviews, and service calls