Built for Insurance Sales
AI Appointment Setter for Insurance Agencies
PeakSend calls your insurance leads the moment they come in, qualifies them, and live-transfers to your licensed agents—all while sounding like a real person. Works for P&C, health, Medicare, final expense, and more.
Trusted By
Trained for insurance sales
Purpose-Built by an Insurance Agency Owner for Insurance Sales
Unlike generic AI solutions, our Voice AI agent is tailored for sales-heavy industries—and the compliance requirements that come with them.
Trained for Sales & Objection Handling
Overcomes objections and smoke screens common to phone sales.
Phone Carrier SPAM Label Prevention
We automatically detect if your phone number has been marked as Spam and automatically switch it out for a clean number 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 sales scripts or bring your own to allow for seamless integration with your sales process.
TCPA & HIPAA Compliant
Our system complies with TCPA and HIPAA regulations. We can also enter into a BAA for HIPAA 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.
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
Simple Onboarding
We specialize in technology so you don’t have to. We set up the system to work seamlessly with your sales processes and connect to your AMS or CRM.
02
Bring Leads
Bring your own leads or work with our vetted partners to get a steady supply of quality leads.
03
AI Does the Outreach
Your AI agent starts calling immediately—hooking interest, overcoming objections, and live-transferring qualified prospects to your licensed closers.
04
Close Policies
With warm transfers and qualifying details already captured, your agents can focus on what they’re licensed to do—close deals and write policies.
Real Call Sample
Hear it for yourself.
Recording has been trimmed at the end to protect PII.
Case Study
Insurance Agency Results
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 Voice AI SDR, which handled 2,477 outbound calls in five weeks, scheduled 90 appointments, and completely freed their licensed agents to focus on closing sales.
2x
Increase in Conversion Rate (Lead-to-Appointment)
Hours of Sales Agent Time Saved Weekly
Reduction in Staffing Costs
Customer Testimonial:
“The PeakSend AI appointment setter transformed the way we manage leads during AEP—it’s like having a full-time SDR team without the cost.”
— CEO, ChoiceGuard Insurance Services
Problem/Solution
Why Agencies Struggle to Scale Without Us
Your leads are valuable, but missed follow-ups cost you sales. Hiring SDRs is expensive, and your licensed agents' time is too valuable to spend on cold outreach.
The Problem
Leads go cold
A prospect who requested a quote today has already moved on by tomorrow if you don’t call within minutes. In insurance, whoever calls first usually wins.
Licensed agents are doing unlicensed work
When closers spend their day on cold calls and voicemails, you’re paying licensed talent to do work a phone system could handle.
Building an SDR team is a money pit
Hiring, training, and managing appointment setters costs more than the leads they convert—especially with churn rates as high as they are in insurance.
The SolutioN (US)
Outreach in under 60 seconds
PeakSend calls every lead the moment it comes in and follows up consistently until they’re ready to talk.
Licensed agents only take qualified calls
Your closers receive warm transfers with confirmed interest and qualifying details already captured. Your agents stop cold-calling and start closing.
No hiring. No turnover.
PeakSend is pre-trained for insurance sales and live from day one. It doesn’t quit, it doesn’t forget a disclaimer, and it scales with your book.
Be one of the first to streamline your sales with AI.
You Have Questions. We've Got Answers.
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.
Yes. PeakSend integrates with GoHighLevel and other CRMs, and we can connect to AMS platforms including EZLynx, HawkSoft, and others via API or Zapier. Call notes and disposition data sync automatically so your AMS stays current without manual entry.
Yes. The AI confirms the lead’s interest, coverage type, and basic eligibility before ever transferring to a licensed agent. Your closers only talk to people who are ready to buy.
No—it frees them up. Your CSRs and licensed agents stop spending their time on cold outreach and start spending it on what they’re actually licensed to do: close policies and service existing clients. Think of PeakSend as the outbound leg of your team that never sleeps.
Every reasonable effort has been made to comply with all regulations, including TCPA laws, HIPAA regulations, and data privacy laws. For Medicare Advantage and Prescription Drug Plan sales, we also include required disclaimers, call recordings, etc. If you need guardrails around any other specific regulation, reach out to us!
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 book an appointment with an account executive to get custom pricing for your needs. You can book a demo call to get started.
Yes, our AI works for any line of insurance (Medicare, health, final expense, P&C, etc). While we have proven sales scripts for multiple lines of insurance, you can also bring your own for any line of insurance.
Set up can take anywhere between 1-3 business days depending on the complexity of customization and other projects in our queue. Each agent is tested by real humans to provide quality assurance, which can take time.