Coaching that runs on what was actually said.

Nobody can listen to every call. Assurna transcribes all of them.

The coach rail, live. Sample data, like every surface here.

Review stops being rationed.

  • 01

    Coach every agent, not three calls

    Every call is transcribed. Review is not rationed by hours.

  • 02

    Help while the call is live

    The coach rail runs beside the agent, live.

  • 03

    Licensed agents on qualified conversations

    It qualifies, books, and transfers. It never replaces licensed agents.

Two surfaces, one loop.

The live coach rail

It runs beside the agent during the call.

The post-call summary

It names the moment and what to change.

The compliance review, scored against the application's own rubric. The coaching summary is separate.

Qualify, book, transfer.

The AI Appointment Setter does exactly three things.

  1. 01

    Qualification

    It asks your agency's own qualifying questions.

  2. 02

    Appointment booking

    The appointment lands on the record and in the pipeline.

  3. 03

    Live transfer to a licensed agent

    The call goes live to a licensed agent.

Nothing beyond those three. It does not present, quote, or close. Licensed agents do that.

Bookings and transfers land in the same stream, on the same record.

The rules still apply.

The Setter dials the same checked path a human agent does.

This is software behaviour, not a substitute for your own legal and compliance program.

One record, one transcript.

The call, the transcript, and the record are one object.

One record, first dial to issued policy
  1. Lead

    Worked in the same place it is dialed

  2. Dial

    Preview, power, or progressive

  3. Transcript

    Attached to the record, not to a vendor

  4. Quote

    Multi-carrier comparison, built in

  5. Application

    Handed off to the carrier's own application

  6. Policy

    Tied back to the call that wrote it

The dialer produces the conversation. The transcript hangs off it. The compliance review reads the same transcript the coaching does, so the two never disagree about what was said, and neither of them is a separate system your agents have to be sent to.

The appointment the AI Appointment Setter books lands in the same pipeline as every other lead, so it becomes a quote, an application hand-off to the carrier's own application, and a policy without anyone re-keying it.

We have published no usage figures. We would rather show you the product than a number we made up.

What owners ask.

What does the AI Appointment Setter do?
Three things. It qualifies prospects. It books appointments. It live transfers a qualified prospect to a licensed agent. That is the whole scope. It does not present, quote, or close.
Does the AI Appointment Setter follow calling hours and consent rules?
Yes. It uses the same path a human agent's dial takes. Calling hours use the prospect's time zone. Consent and do-not-call state sit on the lead record. Both are checked before the call goes out. This is how the software behaves. It is not legal advice.
Will it replace my appointment setters?
It does the work appointment setters do. Owners price it against that cost. It does not replace licensed agents. What it hands you is a qualified conversation for one of your agents.
Can I hear it before I buy?
Yes, and you should. We put no clip on this page. A clip we picked is not the test you care about. Ask to hear it live on the demo call.
Do you name the AI provider behind this?
No. We name no vendor anywhere on this site, for transcription, calling, quoting, or models, until that vendor gives us written approval.

How many calls did you hear last week?

Bring one hard call and one new agent. We will turn the sound on.

Book a demo

Or see pricing first. It is published.