AI phone assistant for insurance brokers and financial advisors
An AI phone assistant covers your back as a broker or financial advisor: anicall answers calls while you advise, books consultations straight into your calendar and automatically calls new leads from your campaigns while their interest is still hot.
Sound familiar?
Consultations can’t be interrupted
You can’t pick up during a client meeting — but missed calls mean missed deals.
Leads go cold
A lead that isn’t contacted within minutes has often already signed with a competitor.
Existing-client requests eat your time
Claims, address changes, contract questions — routine calls block your acquisition time.
How anicall helps you
Appointments in your calendar
anicall checks your availability and books consultations directly into Google Calendar, Microsoft 365 or CalDAV.
Outbound lead qualification
Setter agents automatically call your lead lists, qualify against your criteria and set appointments.
Structured intake
Claim or contract question — the assistant captures everything and summarizes it for you.
HubSpot & webhooks
Contacts and call notes sync to HubSpot automatically — connect other CRMs via webhook.
Frequently asked questions
Can anicall call my leads automatically?+
Yes. Import your lead list as CSV, set calling windows — the setter agent qualifies every lead against your criteria and books consultations straight into your calendar.
Does it work with my CRM?+
HubSpot is natively integrated — contacts and call notes sync automatically. Connect other systems like Salesforce or Pipedrive via webhook.
Is it GDPR compliant?+
Yes. All conversations are processed encrypted on EU servers. For outbound calling, note the consent requirements in your country (e.g. the German UWG).
How much does an AI phone assistant for brokers cost?+
From €69/month on the Starter plan with 200 call minutes; for outbound campaigns the Pro plan (€149/month, 400 minutes) is recommended. Free trial, no credit card.
More industries
More appointments. More deals. No missed calls.
Start today with your first AI voice agent. Setup in under 30 minutes. No technical know-how required.