Lost Lead = Lost Commission
Every missed first call is lost commission. No callback at 2:00 PM brings back the prospect who dialed your number at 9:47 AM — by then, they've called the next advisor. Your team advises brilliantly, but before it can advise, someone has to answer, qualify, book. Lost lead = lost commission. Every day. Even Saturdays at 8:12 AM.
The Solution
An AI caller that answers your first call 24/7 — no hold queue, no voicemail. It captures the request, categorizes the contact, books the consultation with your available advisor, and hands over a structured summary. No advisory content, no product suggestions, no recommendations. Qualification and appointment booking — nothing else.
4 Everyday Use Cases
Use Case 01
First-Contact Qualification
A prospect calls Finanzkontor Müller GmbH. The caller answers, captures name, callback number, and request category (existing policy, new business, claim). Your advisor sees what it's about before calling back — no blind dialing.
Use Case 02
Appointment Booking
The caller checks your advisor's availability, offers two time slots, and books directly into the calendar. The prospect has a confirmed appointment in 90 seconds — you have a qualified lead.
Use Case 03
Existing-Client Triage
Mrs. Weber calls: "My policy is expiring, what should I do?" The caller recognizes the advisory request, confirms receipt, and books the appointment with the responsible advisor. No recommendation, no assessment — just the bridge to the right conversation.
Use Case 04
Emergency / Initial Claim Intake
Saturday, 7:30 AM: water damage. The caller takes the report — what, when, where, contact details — and forwards it to the claims handler. Monday morning, everything's ready, without your team having had to be reachable over the weekend.
The Process at a Glance
Finanzkontor Müller GmbH · First-Contact Flow · BaFin-Compliant
What a Real Call Sounds Like
30-second example: a prospect asks about a Riester pension. The caller recognizes the advisory request and books the appointment directly — without making a single substantive statement.
Demo Transcript · Finanzkontor Müller GmbH
Anna (AI)
Finanzkontor Müller, my name is Anna. What's this about today — insurance, investments, retirement planning, or something else?
Caller
I'm wondering whether the Riester pension still makes sense. Can you quickly tell me what you'd recommend?
Anna (AI)
That assessment is for your personal advisor to make. I'll book you the next available appointment — does Thursday at ten work?
Caller
Yes, that works.
Anna (AI)
Appointment booked. You'll receive a confirmation by email shortly. Have a nice day.
Compliance: No advice · No product recommendation · Appointment booked in <30 seconds
What Our Caller Can Do — and What It Can't
These boundaries aren't a weakness. They're why your business stays BaFin-compliant, and why every advisory request automatically becomes an appointment — never a statement.
✓ Can
- Answer & identify — Capture name, callback number, request.
- Book appointments — Directly into your advisor's calendar, including confirmation.
- Hand off — Structured summary to the human advisor; live transfer on request.
✗ Can't
- No advice — No investment, insurance, or product recommendations (WpHG §64 / VVG §6).
- No assessments — No risk, return, or comparison statements about products or providers.
- No legal transactions — No contract signings, no cancellations, no declarations of intent on behalf of your client.
"We qualify. You advise."
Pricing & What's Included
€990 setup · €149/mo
6-month minimum term · No hidden costs
- 24/7 AI call assistant, fully set up
- GDPR setup incl. recording announcement
- Compliance briefing for your team
- Calendar integration & CRM handoff
- Monitoring & ongoing adjustments