AI Compliance Appointment Hub
100% compliant, AI-powered appointment setting for insurance agents
Launch-ready AI that books 15–40 qualified, TCPA-compliant insurance appointments on your calendar every month without cold calling, manual follow-ups, or compliance headaches.
Real-time calendar syncing & no-show reduction
Audit-ready consent logs and conversation transcripts
Insurance-Only Specialists
Coming soon. Secure your founding agency consultation at no cost.
Fully aligned with industry regulations. No gray-area outreach. No off-the-record AI.
Engineered For Small Agencies
Predictable conversations with people ready to talk coverage
Every outreach, message, and booking is designed to keep regulators comfortable and your calendar full.
15–40
qualified appointments/month per producer on average launch projections.
3× follow-through
Automated reminders and confirmations reduce no-shows without aggressive messaging.
100% compliant
Consent tracking, do-not-call honoring, and documented AI conversations out of the box.
Simple, Safe, Effective
How your compliant AI setter works
From inbound leads to outbound nurture, every interaction is policy-aware and audit-ready.
1. Map your rules
On your free consultation, we define your products, ideal client profile, and compliance boundaries—do-not-call rules, consent language, and escalation paths.
2. Plug into your stack
We connect to your CRM, calendars, and lead sources so AI can qualify prospects, handle back-and-forth, and book meetings directly for each producer.
3. Monitor & scale safely
Every interaction is logged with consent proof and scripts you can review, so you can add new agents and lines of business with confidence.
Compliance-First By Design
AI that keeps regulators, carriers, and clients comfortable
Insurance is not SaaS. Your appointment setting must respect TCPA, carrier guidelines, and state-level regulations. We bake that into every flow from day one.
- Clear consent capture with timestamped logs
- Respect for do-not-call and opt-out preferences
- Configurable scripts per carrier & product line
Use your free consultation to stress-test edge cases and ensure your agency’s risk team is aligned before launch.
Coming Soon: Early Access Program
We’re inviting a limited set of small agencies and local brokerages to shape the roadmap. Early access partners get:
- Priority onboarding and configuration support
- Founding partner pricing locked in
- Direct influence over new features and integrations
Questions, Answered
FAQs about AI & compliance for insurance
Book a free consultation if you want to walk through your agency’s specific compliance requirements.
Is this compliant with TCPA and do-not-call laws?
Yes. The platform is designed to only contact leads where appropriate consent is documented, honors opt-outs automatically, and maintains detailed logs of outreach, scripts used, timestamps, and responses. During onboarding we align the system with your legal counsel’s guidance and any carrier-specific rules.
What kinds of insurance agencies is this for?
AI Compliance Appointment Hub is built for small to mid-size agencies and local brokerages selling personal lines, commercial lines, benefits, or life and health. On your consultation, we’ll assess your book of business and confirm fit before you join the early access program.
Do you replace my producers or assistants?
No. The AI focuses on pre-appointment workflows—qualifying interest, confirming basic fit, and scheduling. Your licensed producers still handle advice, quotes, and sales. Think of it as a compliant assistant that never forgets to follow up.
What happens on the free consultation?
We review your current lead sources, compliance posture, and capacity per producer. You’ll receive a tailored appointment forecast, a compliance checklist, and a clear recommendation on if and how to move forward when we launch.
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