Insaio

AI phone agents for insurance advisors -- outbound calls, inbound reception, and appointment scheduling

Customer Engagement Startup Bootstrapped

Overview

Insaio is a customer engagement platform for insurance advisors and brokers, delivering AI-driven phone agents that automate outbound call campaigns, inbound call reception, and appointment scheduling. The platform targets the Life & Annuity and P&C markets, with a focus on German-market insurance advisors seeking to scale client communication without increasing headcount.

The platform is delivered as SaaS and integrates with advisor calendar systems. AI agents are trained on insurance-specific topics including claims, renewals, coverage suitability, and coverage gap identification. Agents operate in German and English at native quality, with customizable tone and conversational style. All data handling is GDPR-compliant with EU data residency options.

Customers include Allianz, ERGO, VPV Versicherungen, and Die Beamtenberatung. The company participates in InsurLab Germany Collaborator Batch 26 (2026). The legal entity is Sandbox Connection GmbH.

Products & Services

AI Call Campaigns

Automated outbound calling to reach clients across an advisor's portfolio. The AI contacts clients to schedule advisory appointments based on thematic campaigns such as renewal reminders and coverage gap follow-ups. Appointments are automatically booked into the advisor's calendar.

Key Features

Portfolio-wide automated outbound dialing
Thematic campaign configuration (renewals, coverage reviews, follow-ups)
Automatic calendar booking upon successful scheduling

Target Users: Insurance advisors and brokers

AI Reception

Automated inbound call handling operating 24/7. The system manages routine client requests including appointment booking, claims status inquiries, and document requests, routing complex matters to advisors with full call context pre-loaded.

Key Features

24/7 inbound call coverage
Automatic routing with pre-loaded call context
Handles appointments, claims info, and document requests

Target Users: Insurance advisors and brokers

AI Agents

Configurable multilingual conversational agents trained on insurance-specific topics. Agents can be customized for tone and style; language support includes German and English.

Key Features

German and English language support at native quality
Customizable tone of voice and conversational style
Trained on claims, renewals, suitability questions, and coverage gap topics

Target Users: Insurance advisors and brokers

At a Glance

Founded: 2024
Headquarters: Germany
Employees: 1-10
Funding: Bootstrapped

Category & Focus

Category: Customer Engagement
Subcategories: AI Phone Agents Appointment Scheduling Outbound Campaigns Inbound Call Handling
Insurance Verticals: Life & Annuity P&C Personal P&C Commercial
Target Customers: Agents/Agencies, Brokers