How Insurance Agents Can Book 5x More Appointments with an AI SDR

For insurance agents and financial advisors, sales is all about conversations.
But before you can close a deal, you need to book that first appointment — and that’s where most agents get stuck.

Cold calling, manual follow-ups, and endless emails take up hours every week. Hiring a sales assistant or appointment setter can easily cost $50K–$80K per year.

That’s why more agents are turning to AI SDRs (Sales Development Representatives) like Cora Intelligence.

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The Problem: Prospecting Eats Up All Your Time

Insurance sales has always been a grind:

• You spend hours finding prospects online.
• You cold call, often getting voicemail after voicemail.
• You write emails manually and track them in messy spreadsheets.
• You follow up multiple times, hoping someone books a meeting.

All this effort takes away from what really matters — meeting clients, building trust, and closing policies.

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The Solution: An AI SDR for Insurance Agents

Cora Intelligence acts like your AI-powered appointment setter.

Once set up, it:

• Researches prospects to find relevant details and pain points.
• Sends personalized outreach emails that sound hand-written.
• Calls warm leads in natural, human-like voice conversations.
• Follows up automatically until the appointment is booked in your calendar.

You just show up for the call.

“It’s like having a full-time sales assistant who never sleeps — at less than 1% of the cost.”

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Real-World Example

Imagine you’re an independent insurance agent targeting 200 small business owners in your area. Normally, you’d spend 10–15 hours per week:

• Writing cold emails
• Following up 3–5 times
• Making calls manually

With Cora:

• You upload your list once.
• Over the next two weeks, Cora automatically emails, calls, and follows up.
• By the end of the month, you have 10–15 booked appointments — without touching the phone or inbox.

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Why Insurance Agents Love This

• Affordable: Plans start at $159/month, compared to $60K+ for an SDR.
• Scalable: Handle 50 or 500 prospects a month.
• Hands-off: You only step in when someone books a call.
• More Appointments, Less Stress: Spend time advising clients, not chasing replies.

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Cost Comparison

Traditional Approach	Cora Intelligence
Hire SDR: $60K–$80K/year	AI SDR: $159–$499/month
Appointment Setter: $3K–$4K/month	Total Cost: from $1584/year
Cold Calling Hours: 10–15/week	AI Calls: 24/7 automated
Risk: Burnout, turnover	Reliability: Always working

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How It Works

Step 1: Upload Leads

Add your prospect list (local business owners, families, or target clients).

Step 2: Cora Does Outreach

It researches, emails, calls, and follows up automatically.

Step 3: You Close

Appointments land on your calendar. You focus on advising and closing deals.

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Case Study Results

Independent Agent – Midwest, USA

• Before Cora: 2–3 appointments per month, 12+ hours/week on outreach
• After Cora: 10–15 appointments per month, 1 hour/week checking dashboard
• ROI: 5x more appointments, 90% time saved

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Final Thoughts

In the insurance business, more appointments mean more policies. But most agents don’t have the time or budget to hire staff for prospecting.

Cora Intelligence makes professional outreach accessible to every agent and advisor. It’s the affordable, scalable way to grow your book of business.

👉 Book a demo with Cora and see how an AI SDR can keep your pipeline full while you focus on closing.