AI Appointment-Setting Built For Insurance Teams
Let AI book your next 1,000 insurance appointments
Legacy CRM deploys compliant AI agents that call, text, and follow up with every lead in real time—qualifying prospects and booking appointments directly into your calendar and CRM, without adding a single staff member.
Built for: life, health, Medicare, and final expense agents, plus fast-growing agencies that need more appointments—not more payroll.
Your AI Appointment Desk
• Calls new leads in under 60 seconds
• Two-way SMS follow-up sequences
• Qualification scripts tuned to your products
• Books directly into your calendar
• Syncs with your existing CRM
Average clients see 2–4x more kept appointments within the first 60 days.
THE PROBLEM
Leads are expensive. Missed conversations are even more expensive.
Most insurance teams lose deals between the lead form and the first conversation. Reps are busy, outreach is inconsistent, and no one has time to follow up 6–12 times on every lead.
Hiring more appointment setters is expensive, hard to manage, and nearly impossible to scale across multiple products, carriers, and states.
Slow speed-to-lead
If you’re not calling in under 5 minutes, your close rates drop. Manual outreach can’t keep up with modern lead flows.
Inconsistent follow-up
Most reps stop after 1–2 attempts. The prospects who would buy from you next month never get a second chance.
Rising staffing costs
Hiring, training, and retaining appointment setters eats profit and caps your ability to scale into new markets.
THE SOLUTION
AI agents that never sleep, never forget a follow-up, and always stay on script.
Legacy CRM gives you compliant, AI-powered appointment-setting agents that plug directly into your current tech stack. They call, text, qualify, and book across all your lead sources 24/7—so your producers only speak with warmed, ready-to-talk prospects.
- Instant outreach via voice and SMS the moment a lead comes in
- Dynamic qualification logic tailored to each product line
- Automatic calendar booking with reminders and rescheduling
- Two-way sync with your existing CRM and dialer
- Clear performance dashboards and appointment analytics
What Legacy CRM handles for you
• Inbound & outbound lead engagement
• Multi-channel follow-up (voice + SMS + email)
• Discovery questions and qualification
• Appointment booking and reminders
• No-show reactivation and rebooking
• Centralized reporting for teams and agencies
2–4x
more kept appointments
60–80%
reduction in manual dials
HOW IT WORKS
From raw lead to booked appointment in 3 steps
Legacy CRM runs quietly in the background, orchestrating every touchpoint so your producers only show up to qualified, high-intent conversations.
Step 1
Connect your leads, CRM, and calendars
We plug into your existing CRM, lead vendors, landing pages, Facebook leads, and calendars. No rip-and-replace; Legacy CRM becomes the AI layer on top of what you already use.
Step 2
Train AI agents on your offers and scripts
We configure compliant conversation flows for life, health, Medicare, and final expense. You control the questions, qualifying rules, and calendars each AI agent can book to.
Step 3
Go live and scale appointments—on autopilot
Once live, every new lead gets contacted, qualified, and either booked or nurtured. You monitor results in your dashboard and adjust scripts with us as you scale.
WHY TEAMS CHOOSE LEGACY CRM
More conversations, better appointments, lower overhead.
Legacy CRM is engineered specifically for high-volume insurance organizations that need predictable appointment flow across multiple lines of business.
Agent-level personalization
Route leads to the right producer, per product, state, language, or campaign. Each AI agent can be tuned to match that producer’s style and script.
Predictable cost per appointment
Replace variable labor with a consistent, software-based model. As you add campaigns or states, your AI agents simply handle the extra volume.
Better agent productivity
Producers spend their day closing, not chasing. That means higher close rates, more premium per agent, and less burnout across your team.
INSURANCE-SPECIFIC USE CASES
AI agents tuned to each line of business you write
Legacy CRM supports individual producers and multi-location agencies across life, health, Medicare, and final expense—each with custom scripts, questions, and compliance rules.
Life insurance agents
Pre-qualify for income, family status, and health indicators. Prioritize term vs. whole life conversations and route to the right closer.
Health insurance agents
Capture household size, existing coverage, and network preferences. Book into your open enrollment calendar blocks automatically.
Medicare agents
Qualify by age, ZIP, and enrollment period while staying within carrier and CMS guidelines. Reduce no-shows during AEP and lock-in periods.
Final expense agents
Use compassionate, simple scripts that uncover budget and beneficiary details. Re-engage older leads and direct mail responses automatically.
Growing agencies
Standardize appointment-setting across locations and vendors. Ensure every lead is contacted, and every producer’s calendar is consistently full.
COMPLIANCE & TRUST
Insurance-grade compliance baked into every conversation.
Legacy CRM is built with the regulatory realities of the insurance industry in mind—from consent capture to call recordings and audit trails.
- Compliant AI voice technology with natural, human-like conversations
- Configurable scripts aligned with carrier and product rules
- TCPA-conscious outreach workflows with consent tracking
- Call recording, transcripts, and disposition logs for audits
- Role-based access controls for producers, managers, and admins
During your demo, we’ll walk through how leading agencies configure Legacy CRM to align with their specific compliance guidelines.
Security & reliability
Legacy CRM runs on modern, secure infrastructure with encryption in transit and at rest.
- Granular logging of every interaction and outcome
- High-availability architecture for call and SMS delivery
- Regular updates as regulations and carrier rules evolve
PROOF & PERFORMANCE
Insurance teams already scaling with Legacy CRM
From solo producers to multi-state agencies, Legacy CRM powers high-converting appointment funnels without adding headcount.
“Within 45 days, our Medicare team doubled kept appointments without adding a single caller. Legacy CRM now handles every lead the second it hits our system.”
Director of Sales, Multi-State Medicare Agency
“Our life team went from chasing leads all day to walking into a calendar full of qualified calls. It’s like having a 24/7 appointment desk for a fraction of the cost.”
Agency Owner, National Life & Final Expense
“No-show rates dropped by ~35% after we let Legacy handle reminders and reschedules. Our producers are more focused and our cost per policy is down.”
VP of Distribution, Regional Health Carrier
2–4x
average increase in kept appointments
60–80%
reduction in manual outreach workload
24/7
lead coverage across time zones and channels
READY TO SEE IT LIVE?
Book your Legacy CRM demo and build your AI appointment desk.
In 30 minutes, we’ll map your current lead flow, show you live AI conversations, and outline the exact appointment lift you can expect in the first 60–90 days.
No obligation. No long-term contracts. Just a clear view of how AI appointment-setting can work inside your insurance operation.