Built for Insurance Agencies
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.
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 producers’ 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 sold by competitors.
Producers Are Spread Thin
When producers are bogged down with qualifying new leads, too much time is spent chasing instead of closing deals.
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 SDR calls every lead immediately and follows up consistently to qualify prospects.
Maximize Agents Time & ROI
Producers time is freed to focus on what only they can do—write policies and make sales.
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.
How it works
Set up is simple and easy.
01
Connect with 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 vetted partners 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
Close Deals
With highly-qualified prospects and all the information you need to quote a policy, your agents can focus on what they do best—closing deals!
Real Call Sample
Hear it for yourself.
Recording has been trimmed at the end to protect PII.
Case Study
Real results from a real insurance agency.
The Challenge
During the 2024 Medicare Annual Enrollment Period (AEP), 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.
Increase in Conversion Rate (Lead-to-Appointment)
Hours of Producer Time Saved Weekly
%
Reduction in Staffing Costs
Quote
“PeakSendAi’s Voice AI SDR transformed the way we manage leads during AEP—it’s like having a full-time SDR team without the cost.”
— CEO, ChoiceGuard Insurance Services
Insurance Tailored
Purpose-Built by Insurance Professionals for Insurance Professionals
Unlike generic AI solutions, our Voice AI Appointment Setter is tailored for the insurance industry
Trained for Insurance Sales
Overcomes objections and smoke screens common to insurance.
Detailed Note Taker
Extracts key details from the conversation your 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 & HIPPA Complaint
Our system complies with TCPA and HIPPA regulations. We can also enter into a BAA for HIPPA compliance.
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.
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 PeakSendAI 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!”
Be one of the first to streamline your sales with AI.
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 insurance regulations?
Every reasonable effort has been made to comply with all regulations, including TCPA laws, HIPPA 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!
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). We are still working to streamline our pricing as we get closer to launch, and your feedback can help us with that. Join the waitlist to provide your feedback on pricing. Early customers may receive a lower cost in exchange for their feedback.
Will it work for any line of insurance?
Yes, our AI Appointment Setter will work 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.
When will it be available?
We are currently rolling out beta versions of our product to select customers, and are working as fast as possible to make this available to more people. Those who join the waitlist get first priority access, and select customers who are an especially good fit will receive beta access.
I'm in a different industry. Will this work for a different industry?
While our AI SDR is specifically set up to cater to the needs of insurance agencies, there are other industries with very similar sales processes. If your sales process relies on qualifying warm leads with phone calls to make live transfers or book appointments, then reach out to us and we’ll see if we might be a good fit!