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, and fill your agents’ calendars automatically—all while sounding like a live agent. Stop losing sales and start scaling your business effortlessly.
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 Sales & Objection Handling
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.
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
Real results from a licensed insurance agency.
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
Testimonials
Our Customers
“Our leads thought they were talking to a real person…even when the AI disclosed that it was AI. It was like that part went in one ear and out the other. “
“Works better than expected! I will certainly continue to use PeakSend AI in the future”
“This has completely streamlined our sales development operations. 5 out of 5 stars.”
“I was skeptical at first and wondered if leads would be weirded out by a call from an AI voice rep, but it actually outperformed every overseas appointment setter we ever hired. Highly recommend!”
Problem/Solution
Why Agencies Struggle to Scale Without Us
Your leads are valuable, but missed follow-ups cost you sales. Hiring appointment setters is expensive, and your licensed agents’ time is too valuable to waste.
The Problem
Leads Go Cold
Without immediate outreach (within first 5 min) and timely follow-ups, warm leads grow cold and are enrolled by competitors.
Agents Are Spread Thin
When agents are bogged down with dialing and reaching out to leads, too much time is spent chasing instead of presenting plans.
Building Internal SDR Teams Is COSTLY
Hiring and training your own appointment setters is time-consuming and very costly.
The SolutioN (US)
Increase lead conversion rates
Our AI calls every lead immediately and follows up consistently to qualify prospects.
Maximize Agents Time & ROI
Agents’ time is freed to focus on what only they can do—present plans, build relationships, and submit enrollments.
No Training or Hiring Required
Our AI Appointment Setter is pre-trained and ready to convert leads from day one. It never quits or sleeps and scales automatically with your team.
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.