built for insurance sales
Never Let Another Lead Slip Through the Cracks
Our Voice AI Appointment Setter works around the clock to call your leads, book appointments (or live-transfer), and fill your sales team’s calendars automatically—all while sounding like a live agent. Stop losing sales and start scaling your business effortlessly.
Problem/Solution
Why setter SDR teams struggle to scale:
Your leads are valuable, but inefficient follow-ups cost you sales. Hiring setters is expensive, and your sales agents’ time is too valuable to waste.
The Problem
Leads go cold
Competitors with quicker outreach and better follow-ups sell your leads before you do without instant outreach (under 1 minute) and timely follow-ups.
Hiring internal SDRs or VAs is pricey
Hiring and training an appointment setting team is time-consuming, very costly, and have historically high employee churn.
Sales closers are spread thin
When sales agents are bogged down with qualifying new leads, too much time is spent chasing instead of closing.
Other AI solutions are costly and slow
Other AI solutions charge high upfront fees and lock you into long contracts, or they provide a generic, blank slate to build your own AI (which can take months of trial and error to get right).
The SolutioN (US)
Increase lead conversion rates
Our AI Appointment Setter calls every lead immediately and follows up consistently to hook interest, qualify, and connect to a sales closer.
No hiring required
Our AI agents are already highly trained for sales and ready to convert your leads from day one. It never quits or sleeps and scales automatically with your team.
Maximize sales closer time & ROI
Sales closers' time is freed to focus on what only they can do—close deals and build relationships.
Instant AI sales agents built for free
We instantly build and customize your AI agent for free, plus give you free minutes for testing (no credit card required). Our platform is built for sales and is ready to convert leads within minutes instead of weeks. We also offer custom, complex builds for a one time charge when needed.
Trained for Medicare sales
Purpose-Built for Medicare Agencies & Carriers
Unlike generic AI solutions, our Voice AI Appointment Setter is tailored for Medicare sales.
Trained for Medicare Sales
Overcomes objections and smoke screens common to Medicare beneficiaries.
Phone Carrier SPAM Detection & Prevention
We automatically detect if your phone numbers have been marked as Spam and automatically switch them out for a clean ones when necessary.
Detailed Note Taker
Extracts key details from the conversation your sales agents need to provide quotes and close deals.
Automatic Outbound Follow-ups
Most leads need multiple calls to answer. We use industry follow-up best practices to ensure no lead is wasted.
Customizable & Proven Sales Scripts
Use our proven Medicare sales scripts or bring your own to allow for seamless integration with your sales process.
TCPA & HIPPA Complaint
Our system complies with TCPA and HIPPA regulations. We can also enter into a BAA for HIPPA compliance.
Local Presence Dialing
This optional feature allows the AI to automatically call leads from a local area code to increase answer and conversion rates. (helpful if licensed in multiple states)
Records all phone calls
Call recordings ensure compliance and allow you to hear the conversations.
Live Transfer or Appointment Booking
The AI can transfer to live agents or book appointments for later.
CRM Integration
Captures each interaction and allows for organized records of each conversation.
Try Live Mini-Demo
Talk to AI Agent Live
Get an immediate call from our AI Appointment Setter to see what it sounds like and to learn more.
How it works
Set up is simple and easy.
01
Easy Onboarding
We specialize in technology so you don’t have to. We set up the system to work seamlessly with your sales processes.
02
Bring Leads
Bring your own leads or work with our recommended lead vendors to get a steady supply of quality leads.
03
Watch the Magic Happen
Your AI Appointment Setter will begin working automatically to call leads, hook interest, overcome objections, and book appointments.
04
Enroll More Beneficiaries
With highly-qualified appointments and all the information you need to provide plan options, your licensed agents can focus on where their time is most valuable—submitting enrollments!
Real Call Sample
Hear it for yourself.
Recording has been trimmed at the end to protect PII.
Case Study
Medicare insurance agency - Aged Leads.
The Challenge
Vemax Insurance needed their sales team to be more efficient with their time to close more deals. Having their team cold call their aged lead list was time-consuming and expensive.
The Solution
Vemax Insurance built an AI sales agent with PeakSend, which handled 106,515 calls to follow up with 8,198 (aged) leads. Their AI transferred/booked 930 conversions at an 11.35% conversion rate after getting 58.91% of leads to answer the phone through automated follow-ups and intelligent number rotation.
Conversions (Live-transfers & Appointments)
Follow-up Calls Handled
%
Conversion Rate (with aged leads)
Case Study
ChoiceGuard Insurance Services.
The Challenge
During the 2024 Medicare Open Enrollment Period, ChoiceGuard struggled to keep up with hundreds of data leads. Their team was overwhelmed, and leads were falling through the cracks.
The Solution
ChoiceGuard hired our AI Appointment Setter, which handled 2,477 outbound calls in five weeks, scheduled 90 appointments, and completely freed their licensed agents to focus on closing sales.
Increase in Conversion Rate (Lead-to-Appointment)
Hours of Sales Agent Time Saved Weekly
%
Reduction in Staffing Costs
Quote:
“The AI appointment setter transformed the way we manage leads during AEP—it’s like having a full-time SDR team without the cost.”
— Levi Duke, CEO of ChoiceGuard Insurance Services
Be one of the first to streamline your sales with AI. Or your competitors will.
You Have Questions. We’ve Got Answers.
Will the AI sound robotic?
Not like you’d expect! When you think of Voice AI, you might think of a robotic voice like Siri or Alexa. However, our Voice AI Appointment Setter is indistinguishable from a human voice 90% of the time. Occasionally you can tell the accent or tone is a little off on certain words, so just like with any employee, it’s not 100% perfect but it can do the job and convert leads! See our sample of a real call above.
Is this compliant with CMS regulations?
Every reasonable effort has been made to comply with all regulations, including CMS regulations, TCPA laws, HIPPA regulations, and data privacy laws. For Medicare Advantage and Prescription Drug Plan sales, we also include required TPMO disclaimers, call recordings, etc. If you need guardrails around any other specific regulation, reach out to us!
How much does it cost?
Less than hiring most humans with the skills to do the job! (And it doesn’t require PTO, breaks, or benefits). Pricing is based on the level of customization required and the volume of calls you need. Talk to our AI to get more details. You can do this by clicking here.
Will it work for other lines of insurance?
While our focus is on Medicare, our AI Appointment Setter has also seen success other lines of insurance, including life and final expense. We have proven sales scripts for most common lines of insurance, and you can also bring your own.
How long does it take to set up?
We’ve built our platform so that AI agents can be built almost instantaneously. It’s as simple as answering a few questions and our AI will either provide you with a proven sales script or help you optimize your own in a matter of seconds. This is possible due to experience from tens of thousands of successful calls and lots of engineering and sales collaboration effort. For complex customizations, such as integrating into a new system, setup can take a little longer.