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Built for insurance agents

Your leads.
Your assistant.
Your next booking.

AI texting and scheduling in your words, with a clear handoff when a person is needed.

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Download the 47-capability guide

See Sophie in action

Real conversations.
A clearer next step.

First text to booking. Adapted examples, not a verbatim transcript. All client details hidden.

SophieMedaBooking.ai · Client view
Individual · Follow-up to booking
Hi, this is Sophie. Would you like to review health coverage options? Reply STOP to opt out. May I send you some options?
Looking for health coverage for yourself, your family or your business? Reply 1 for individual, 2 for family, 3 for group.
I'm very interested. It's just me.
Sure thing. A quick 10-minute call with Yasmany can help narrow the options based on what's important to you. Would today or tomorrow work better?
Hi, this is Sophie, assistant to our Senior Benefit Specialist. Can we set up a quick call today or tomorrow?
I can call around 3:30 today.
Perfect. What time works best today?
3:30.
Sounds good, your appointment is confirmed for Monday at 3:30 PM EDT. Yasmany, our Senior Benefit Specialist, will call you. Your appointment details and confirmation link have been sent.
Appointment confirmed · Confirmation link sent
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Client view · Demonstration

Appointment confirmed

Yasmany

Your call with Yasmany

Senior Benefit Specialist
Day
Monday
Time
3:30 PM EDT
Time zone
Your confirmed time zone

Phone numbers and client details are hidden in this example. This is not a real booking.

Learn about booking & reminders

MedaBooking.ai

Everything you need, without the detours.

See the essentials, compare every plan or prepare your setup.

Your assistant, your wording

Use your assistant’s name and approved message templates. Gold adds English replies; Platinum adds Spanish replies and drips.

Assistant details
See leads and their next step

The Colony brings your lead stages, scorecard, needs-attention handoffs and appointment activity together. Empty or unverified feeds are not performance results.

View the Colony
Booking with clear confirmation

Booking link sent, appointment confirmed and confirmation sent are separate events. Supported booking respects the client’s time zone.

Booking details
Keep a person in control

Opt-outs stop texting. Sensitive, confused or upset conversations are handed to you. Review connections and test each workflow before activation.

Safety details

Download all 47 capabilities · All feature details · Read the conversation examples