Dailify | Booked Appointments for SA Insurance Brokers

You advise. We dial.

Stop cold calling. Start advising.

Dailify phones consented prospects in your area, qualifies them against your exact market, and books confirmed Microsoft Teams appointments straight into your calendar. You only pay for appointments that are verified — never for dials, never for maybes.

Built for South African insurance brokers and financial advisers — the people who sell RAs, life, funeral and income protection, and who lose their best hours to the phone.

  • No consent, no dial
  • Recording with every booking
  • Data kept in South Africa

A call, start to finish

This is what your prospect hears.

A real call from our own line — a hundred and thirty seconds, booked and charged. The name and the brokerage are changed because it was an internal number; nothing she says has been rewritten. The audio is these same words re-voiced in the assistant's own voice, because the original recording reads out the internal number it was placed from.

Every call opens by saying it is recorded and who it is calling on behalf of — that block is locked, and no script can remove it. Ask whether you are speaking to a person and she says she is an AI, in that turn. She books only once the person has said the day and the time back to her.

Live Outbound to Lindiwe M. · Gauteng 00:00
Kea · Dailify Hi Lindiwe, this call is recorded and I'm calling on behalf of Nedford Financial. Thabo is a licensed funeral cover adviser and you asked us to get in touch — is now an alright time?
LindiweYes.
Kea · Dailify Great. This is about funeral cover — is it something you have in place at the moment?
LindiweNo.
Kea · Dailify Okay, that's useful to know. Then a short Teams call with Thabo is worth it — about twenty minutes, and he can show you what cover would cost and what it would pay out. I can see his diary here — would today at 10:55 or tomorrow at 8 suit you better?
LindiweToday, 10:55 is fine.
SMS to +27 8•• ••• 4417 Hi Lindiwe, your funeral cover meeting with Nedford Financial is booked for today at 10:55. Confirm and add it to your calendar: dailify.co.za/a/7f_e4x5 Not expecting this? Reply STOP.
YES
07 Mon Sep Lindiwe M. — Funeral cover 10:55–11:25 · Microsoft Teams · confirmed
One call. One verified appointment. Audio re-voiced from this transcript.

How it works for brokers

Three steps to your first booked meeting.

Setup is a single sitting. After that the calls run and your diary fills — you only step in to approve what goes out in your brokerage's name.

  1. Tell us your market.

    Areas, age, income band, the product you sell and which insurer you sell for. About two minutes of typing.

    Gauteng 35–55 R25k+ pm Retirement annuity Nedford Financial
  2. Approve your script.

    We draft it, you tweak it, our compliance team signs it off. Hear it in your chosen voice before a single call goes out.

    "…My name is Kea — this call is recorded. I'm calling from Nedford Financial…" Signed off · voice: Kea
  3. Meet people who said yes.

    Every appointment is confirmed twice — on the call and again by SMS — before it lands in your broker calendar with the recording attached.

    • Said yes on the call
    • Replied YES by SMS
    • In your calendar

Listen before you meet

Every appointment arrives with the full call recording.

Pay per appointment, not per promise

R650 a verified appointment, deducted only when a booking passes its checks.

Nothing to explain later

Only consented records are dialled. Ask us to stop and we stop, everywhere, within a minute. Every call is recorded and opens with who is calling and why, so your POPIA answer is a file you can play.

What brokers are paying for

An appointment only costs you something once it's real.

Between the call ending and your wallet moving, five things have to happen. Miss any one of them and you are not charged — the credit simply stays where it is.

  1. Step 1

    The call happens

    Kea only dials records with consent proof. She names your brokerage, says the call is recorded, then asks for the meeting.

  2. Step 2

    The call is checked

    Every booking is read against your rules before it can reach your diary.

    • Right person reached
    • Fits your market
    • Told it's recorded
    • Clear intent to meet
  3. Step 3

    Quality score

    Below the bar, it never reaches you and it never reaches your bill.

    Passed the gate This call scored above your threshold.
  4. Step 4

    The client says YES

    An SMS goes out. Until they reply YES in their own words, nothing is booked.

  5. Then, and only then

    Your rate is deducted

    One appointment, one deduction, with the recording attached to it.

Dials are free. Conversations are free. Maybes are free. A campaign can run all week and cost you nothing at all — the wallet only moves when someone has agreed, twice, to sit down with you.

A broker's Monday, 08:15

You open your diary and the week is already there.

  • Hear them before you meet them.

    Play the call on the way in. You'll know their tone before you say hello.

  • Where you already work.

    The diary you run your practice from — Outlook or Google — with the Teams link already in the invite.

  • Everyone here said yes.

    Not a list to work through. Four people who asked to speak to you.

Broker pricing

No plans, no subscriptions.

One flat rate per verified appointment, published below, and you top up credits when you need them. The rate improves as your volume does.

R650 per verified appointment · the standard rate

Nothing is charged for a dial, a conversation, or a meeting that fails its checks.

Credits never expire

What you load stays loaded. No monthly reset, no use-it-or-lose-it.

Auto top-up optional

Set it and the campaigns keep running. Or top up by hand — your call.

Volume rates

More advisers in the brokerage, more diaries to fill, a better rate per appointment.

Nothing for a no

Dials, conversations and maybes are all free. Only verified bookings bill.

Start at R650 a meeting

Sign up, connect your calendar and pick your voice. Nothing is charged for a dial, a conversation, or a meeting that fails its checks — you pay only for verified appointments, and the rate improves as your volume does.

Broker questions

The things brokers ask us first.

Will clients know it's AI?

The moment they ask, yes — and it never claims to be a person. Every call opens by saying it is recorded and who it is calling on behalf of, and that anyone can say stop. That block is locked — you cannot edit it out, and neither can we. Ask whether you are speaking to a person and it says plainly that it is an AI, in that turn, before anything else. Either way it is on the recording of every booking, so you can hear it for yourself.

What if someone doesn't pitch up?

It happens, even with people who confirmed. We mark the no-show against that appointment and call them back to rebook. If you don't think the appointment was what we promised, you raise a dispute against it and we review it with you — the recording is the evidence, so it's a short conversation either way.

Do I need new software?

No. Nothing gets installed. You connect the diary you already use — Outlook or Google — and meetings run on Teams. We look at free and busy to find an open slot, and write the meeting in once the client confirms. We never read what's inside your existing meetings.

Where do the leads come from?

We provide them. Every record is a consented marketing contact and carries its consent proof before it can be dialled — where it came from and when they agreed. Records without it are never dialled, no exceptions, and we tell you exactly where yours came from before any of them are called.

Your next client is a Tuesday 2pm Teams call away.

Load credits, launch a campaign, and check your calendar on Friday. For insurance brokers and financial advisers across South Africa.