AI phone agent for insurance brokerages

AI Phone Agent for Insurance Brokers

Zeeg answers your brokerage's calls around the clock, takes claim reports and books consultations straight into your calendar. GDPR compliant, made in Germany.

Sercan Sek - DomusMariya LazarevaTim Schmitz - work4allemitheteacherJan Hecker - Jodel
Over 20,000 users · 14 days free, no credit card
★★★★★
4.9/5
CapterraGetAppG2
  • blau direkt
  • Verivox
  • SDV Servicepartner der Versicherungsmakler
  • DFH Deutsches Finanzhaus
  • dbfp
  • KOSH Group
  • BERGER Finanz- und Versicherungsmakler
  • buXperts
  • Kugler Finanzmanagement
  • novum Versicherungsmakler
  • W&P Versicherungsmakler
Hear the AI phone agent for yourself

Call and have it book an appointment for you, just as your customers would.

+49 30 75678184
Around the clock · The test takes under 2 minutes
At a glance

AI phone agent for insurance brokers at a glance

An AI phone agent answers your brokerage's calls when nobody can pick up. Zeeg's AI phone agent speaks naturally, takes claim reports, puts urgent cases through and books consultations straight into your calendar, around the clock and in 23 languages.

From as low as €0.11 per minute
Runs on its own minute packs, from €49 a month for 250 AI minutes with annual billing.
In 23 languages
German, English, Turkish, Polish, Russian and more.
Call data in the EU
GDPR-compliant: conversations stored in the EU, appointments and contacts in Europe, with a data processing agreement.
For every line

Which brokerages is the AI phone agent for?

Car and mobilityTake claim reports after an accident and book customers who want to switch for a consultation.
Personal insuranceAnswer questions about the policy, even while you are with a customer.
Commercial insuranceRecord enquiries from businesses in full and put them through to the right specialist.
Health and disabilityBook a consultation, and keep the health questions for the meeting.
Life and retirementProspects who call in the evening get a consultation right away.
Property and buildingsTake reports of water damage and burglaries and put urgent cases straight through.
Availability

Every customer gets an answer

The AI phone agent answers every call at once, even while you are explaining a policy or sitting with a customer. It records the matter and answers questions from your documents, for example about opening hours or the documents needed for an application. Whatever it cannot settle, it records with a callback number.

Appointment booking

Consultations straight into the calendar

Many customers only have time for their insurance in the evening. During the call the agent checks the free times in your calendar and books the appointment at once, whether switching car insurance, retirement planning or disability cover. The customer gets a confirmation by email and can later reschedule or cancel the appointment by phone too.

Claim report

Claim reports in conversation, clearly recognisable as AI

No keypad menu, no hold queue. The agent asks for the details you set for a claim report, for example the line, the date of loss and the number plate, and addresses your customers formally. At the start it says that it is an AI assistant, as the EU AI Act requires. After every call your team gets a summary with all the details.

Outbound calls

Switching car insurance? The agent calls

Upload a list of customers who have agreed to a callback, for example before the deadline for switching car insurance. The agent calls them at set times, asks whether they are interested and books a consultation straight away if they want. If it only reaches voicemail, it leaves a message.

Routing

The matter with the right specialist

Decide which line belongs in which calendar and which calls are put straight through. The agent recognises during the call whether it is about a claim, a contract or a new policy, books with the advisor responsible and puts urgent claims straight through to your claims service.

Getting started

How to set up the AI phone agent for your brokerage

No code, no prior knowledge. Within minutes your agent answers its first calls.

1

Describe your agent

Say in your own words which lines you cover, which details the agent asks for on a claim and which calls it puts through. Zeeg builds the agent from that.

Prompt template Appointment booking
2

Test in the browser

Talk to your agent right in the dashboard and adjust what it says before a customer calls.

Test call 0:54
3

Connect your number

Forward your office number or take a new local number. From then on the agent answers every call.

+49 30 … connected to the agent
Comparison

Zeeg, Fonio and smao for insurance brokers compared

Phone, appointment booking and data protection, compared using the providers' own information.

FeatureFoniosmao
AI phone agent
Answer calls and book appointmentson Zeeg scheduling pagesin connected calendarsvia Cal.com or meetergo
Outbound calls and campaignsalso by CSV import and APIfrom Team, €299
Live transfer to staff
Languages on the phone23 languagesover 60 languagesmore than 10 languages
Your own number via SIP trunkfrom Team, €299
Price€49 per month, 250 minutes€99 per month, 1,000 minutesno base fee, €0.35 per minute
Appointment booking
Online booking for customers2 scheduling pages on the free plannot listednot listed
Round robinfrom Business, €16not listedvia meetergo
Routing formsfrom Business, €16not listednot listed
CalendarsGoogle, Outlook, Exchange, iCloud, CalDAVGoogle Calendar, Cal.com, Calendly, SimplyBook.me, eTerminvia Cal.com or meetergo
Data protection
GDPR compliantby its own accountby its own account
Data storageCall data in the EU, appointments and contacts in EuropeEurope, location not statedGermany, by its own account

Zeeg prices per month with annual billing, plus VAT; Fonio prices net per month with annual billing. Details on the providers, with sources, on our pages Fonio alternative and smao alternative.

Data protection

Data protection for brokerages

As an insurance broker you process your customers' contracts, claims and often their health data. Zeeg tells you exactly where each piece of data sits and who processes it.

GDPR compliantSoftware Hosted in Germany 2026, Bundesverband IT-MittelstandSoftware Hosted in Europe 2026, Bundesverband IT-Mittelstand

Two-factor sign-in for every account, SSO and SCIM from the Scale plan.

Servers in Europe

Zeeg stores appointments, contacts and form answers with Telekom in data centres in Europe, encrypted at rest and in transit.

Call data in the EU

The AI phone agent stores conversations in the EU, and telephony runs through Ireland. Without a transcript, the voice service stores nothing from the call.

Data processing agreement

Zeeg signs a data processing agreement under Art. 28 GDPR with every customer.

Health data under Art. 9 GDPR

Health and disability insurance often involve health data. Ask in the booking form only what you need for the appointment, and settle the rest in the meeting.

Features

Features of the AI phone agent for insurance brokers

Inbound calls

Every call is answered at once, with no hold queue and no keypad menu.

Outbound calls

Callbacks and reminders at set times, also as a campaign by CSV import.

Online appointment booking

Customers also book online, within your availability and buffer times.

Call forwarding

Put urgent claims and business enquiries through to the right number.

Capture details

Your own fields for each agent, such as line, date of loss or number plate, with a summary by email to your team.

Reminders

Email and SMS before the appointment, so fewer customers miss it.

Customer reviews

Teams that run their bookings and calls on Zeeg

4.9
★★★★★
out of 5 on OMR Reviews
OMR Leader Meeting ManagementOMR Top Rated Meeting ManagementOMR Top 100 Software 2026
★★★★★
Verified
After hours and on holidays: my clients’ AI voice agent
“I’ve now set up five clients with Zeeg, including law firms, media agencies and a skin clinic, and for all of them the AI voice agent matters most. It answers calls on holidays and after hours, answers callers’ questions and books the appointment straight into the business’s Google or Outlook calendar.”
F
Fatemeh
Freelance IT administrator, FN IT Consulting
1–10 employees
★★★★★
Verified
Scheduling for practices, partners and investors, with an AI voice agent
“Every morning, the first thing I check in Zeeg is what our AI voice agent has arranged since yesterday. It asks callers the first questions and then books the right appointment. […] The agent also calls out on its own: contacts we want to follow up with get a call with their own greeting at a set time.”
N
Noah
Co-founder, Aniva Health
11–50 employees
★★★★★
Verified
Great tool for our bookings
“The practical, simple setup of the AI voice agent deserves a special mention. The AI voice agent also sounds authentic and helps us take customer enquiries and bookings 24/7.”
P
Philip
Founder, Eliona
1–10 employees
★★★★½
Verified
User-friendly, flexible and customizable
“Zeeg lets us tailor scheduling to every one of our use cases. We mainly use round robin and group events with specific presets that are easy to set up.”
J
Justus
COO and Co-founder, GAM Medical
51–100 employees
★★★★★
Verified
Scheduling the way it should be
“We used to use Calendly and have now switched to Zeeg.me completely, and honestly, I’m thrilled!”
S
Sirko
Managing director, KLINKER HAUS
1–10 employees
★★★★★
Verified
Interview scheduling by link, with data staying in Germany
“I add the link to every email to recruiters, and they pick a free time themselves. Thanks to the two-way sync with my Google Calendar, only times when I’m not in a lecture or another call show up, so I haven’t had a single double booking.”
N
Nima
Industrial engineering student, TU Berlin
★★★★★
Verified
Great tool: strong data protection, easy to use and affordable
“Round robin events and adding the link to our email signature and website are super easy. The prices are more than fair […]”
N
Nils
Head of Marketing and Sales, IDEAL GROUP
501–1,000 employees
★★★★½
Verified
A good German alternative on the market
“Especially when handling client data, it matters who stores the data, where and how. […] Zeeg is a very good German alternative here: easy to use, with every feature you need.”
M
Mathias
Lawyer, Consultatio Strafverteidiger
1–10 employees
★★★★★
Verified
Zeeg is perfect for my work as an insurance agent!
“Zeeg makes scheduling with my clients easier every day. I send my clients the link, and they can easily book a time that suits them.”
M
Markus
District manager, DEVK
1–10 employees
Excerpts from verified reviews on OMR Reviews, shortened and translated from German.
Read all reviews on OMR →
Integrations

Connect the tools you already use

Calendars, video conferencing, CRMs, payments, analytics and single sign-on: Zeeg connects to the tools your team already works with.

Google Calendar
Outlook
Exchange
iCloud
CalDAV
Google Meet
Zoom
Teams
Webex
alfaview
Demodesk
HubSpot
Pipedrive
Salesforce
Stripe
PayPal
Zapier
Slack
Google Analytics
Meta Pixel
Matomo
Okta
OneLogin
SSO / SCIM
Industries

The AI phone agent in other industries

Pricing

Pricing for the AI phone agent

Monthly minute packages, separate from your scheduling plan. The bigger the package, the lower the price per minute. Custom packages on request.

Billing interval

Package XS

For small teams getting started with AI calls

€59 a month billed monthly, or €49 billed annually (16% less), excl. VAT. About €0.236 per inbound minute billed monthly, or €0.196 billed annually.

250 mininbound per month
or 178 min outbound
Get started
Included in every package
  • Answers calls around the clock
  • Books appointments during the call
  • Outbound calls and campaigns
  • Knowledge base

Package S

For growing businesses with regular call volume

€119 a month billed monthly, or €99 billed annually (16% less), excl. VAT. About €0.159 per inbound minute billed monthly, or €0.132 billed annually.

750 mininbound per month
or 535 min outbound
Get started
Included in every package
  • Answers calls around the clock
  • Books appointments during the call
  • Outbound calls and campaigns
  • Knowledge base

Package M

For established businesses with high call volume

Most popular. €239 a month billed monthly, or €199 billed annually (16% less), excl. VAT. About €0.154 per inbound minute billed monthly, or €0.128 billed annually.

1,550 mininbound per month
or 1,107 min outbound
Get started
Included in every package
  • Answers calls around the clock
  • Books appointments during the call
  • Outbound calls and campaigns
  • Knowledge base
Runs on its own minute packs.Scheduling plans

Need more minutes? Packages L, XL and XXL up to 9,000 minutes a month, and credit from €10: See all packages · Custom packages on request

FAQ

Frequently asked questions

Which calls does the AI phone agent handle for a brokerage?

It takes enquiries from new customers, books consultations, reschedules or cancels existing appointments, takes claim reports and answers questions from your documents, for example about opening hours. It puts urgent claims through to the right number and records everything else with a callback number.

What does an AI phone agent for insurance brokers cost?

The AI phone agent runs on its own minute packs. You only pay for AI minutes, from as low as €0.11 per minute, with packs from €49 per month for 250 minutes with annual billing.

Can the AI phone agent take claim reports?

Yes. You decide which details the agent asks for, for example line, date of loss, number plate or policy number. After the call your team gets a summary with all the details by email, and the conversation sits on the contact in the CRM. It puts urgent cases straight through.

Does the caller know they are talking to an AI?

Yes. The default greeting says at the start of every call that the caller is talking to an AI assistant, as the EU AI Act has required since August 2026. You can change the wording of the greeting, but you keep the reference to AI.

Is the AI phone agent GDPR compliant?

Yes. Zeeg's agent is GDPR and EU AI Act compliant. Conversation data is stored in the EU, and calls run through the Irish region of our telephony provider. Zeeg stores appointments and contacts encrypted on servers in Europe, with a data processing agreement under Art. 28 GDPR. If you switch off transcript storage, the voice service stores nothing from the call.

Can I keep my existing office number?

Yes. You forward your number to the agent or connect it via SIP trunk. Or you take a new local number directly in Zeeg.

Does Zeeg work with my broker management software?

Zeeg handles calls and appointment booking, and your broker management software stays as it is. Zeeg has no direct connection to it. You can pass every call, with its summary and the details captured, to your systems by webhook.

How does Zeeg differ from Fonio and smao?

Zeeg comes with its own appointment booking: customers book online on the same scheduling pages the AI phone agent books into on the phone, and round robin and routing forms spread both across the team. Fonio and smao book into connected calendars or booking tools. Fonio speaks more languages, over 60 instead of 23, and smao charges no base fee, at €0.35 per minute. As of October 2026.

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