What the AI appointment setter does
- Replies within seconds on WhatsApp, day or night.
- Answers the first question and keeps the conversation moving.
- Offers three live time slots from your calendar, so there is no back and forth.
- Confirms the venue once the client picks a time.
- Sends reminders before the meeting.
- Follows up on Day 1 when a client goes quiet.
How a conversation runs
The same flow applies to each kind of enquiry. These are illustrations with fictional names.
ILP enquiry
A lead form comes in. The setter replies, offers three openings, confirms the pick and sends a reminder. In our example, an enquiry at 9:41 pm becomes a booked meeting by 9:43.
Retirement enquiry
The setter answers the first question, asks the client's age, books the session and notes what to prepare.
Critical illness enquiry
The client messages, then goes quiet. The setter follows up on Day 1 and books the meeting when they reply.
You can watch all three run on the home page.
What it does not do
The setter books meetings. It does not give financial advice, recommend products or replace you in the conversation. Its job is to get the right person to a face-to-face meeting with you, at a time that works for both of you.
You choose the available time slots, the venues and what the setter says about your services. It works for your practice, in your calendar.
What we need from you
- Your calendar, so the setter can offer live slots.
- The venues you meet at.
- The kinds of appointments you want (ILP, retirement, protection or a mix).
- Your approval of the wording, and your agency's sign-off where required.
Consent and privacy
People who enquire through our ads agree to be contacted on WhatsApp about their enquiry. Messages only relate to that enquiry, and anyone can reply STOP to withdraw consent. Read the PDPA basics for insurance agents and our privacy policy.
Frequently asked questions
How fast does it reply?
Within seconds. In our examples, replies land in 4 to 6 seconds.
Does the AI give financial advice?
No. It books meetings. Advice stays with you.
What if the client goes quiet?
A Day 1 follow-up goes out automatically to bring them back.
Can the AI replace me?
No. The aim is the opposite: more of your time spent meeting clients and less spent chasing enquiries.