We're your growth partner for automated appointment setting. Turn more enquiries into booked consultations with licensed advisers — safely, compliantly, and without adding headcount.
15-minute demo. We'll show a live example and how it fits your enquiry flow.
Every day, insurance brokers across the UK face the same hidden problem:
The reality? Most brokers are losing 30–50% of inbound enquiries simply because no one got back to them quickly enough or qualified them properly.
This isn't a people problem. It's a system problem.
And it's costing you revenue and adviser productivity.
Galaxy SaaS Agency designs fully automated systems that handle every enquiry from first contact to booked consultation — safely, compliantly, and without ever giving advice.
You book more consultations from the same lead volume. No compliance risk. No extra admin staff.
We map your current enquiry flow, adviser capacity, and qualification criteria. Then we design a compliance-safe system that handles intake and booking only.
We connect the system to your CRM, adviser calendars, and communication channels. Everything syncs automatically and logs to your CRM.
We run live tests with real enquiries to ensure tone, compliance wording, qualification flow, and booking logic all work perfectly.
We monitor performance weekly and refine messaging based on real conversion data — always staying within compliance boundaries.
All advice and recommendations are handled by your licensed advisers during the consultation.
The result?
More booked consultations. Higher show-up rates. Better adviser utilisation. And full compliance throughout.
Instant response converts enquiries that would otherwise go cold
Only pre-qualified prospects reach your advisers
You're in the prospect's inbox within seconds, not hours
Structured intake filters out unqualified leads
Automated reminders reduce no-shows by up to 40%
Your team spends time with serious prospects
This is measurable, compliant growth. Not guesswork.
Optional performance-based add-on per booked appointment available.
"The system pre-qualifies every enquiry perfectly and stays fully compliant. Our advisers only speak to appointment-ready prospects now. Consultation bookings are up 35% and time-wasters have disappeared. Worth every penny."
"We were drowning in comparison site leads with no time to qualify them properly. Galaxy's system handles intake compliantly and books consultations automatically. Our conversion rate improved by 28% in the first two months."
"Compliance was my biggest concern, but the system never gives advice — just structured intake and booking. FCA-compliant, faster response times, and better adviser utilisation. Exactly what we needed."
Yes. The system handles structured intake and booking only. No advice. No recommendations. No product comparisons. Licensed advisers handle all regulated activities during the consultation.
No. This system handles enquiry response, intake, and booking. Your team still manages client relationships, policy servicing, and post-consultation follow-up.
We integrate with your existing CRM (Applied, Acturis, Salesforce, and more). Nothing gets replaced unless you want it to.
Most brokerages are live within 2–3 weeks, depending on CRM complexity and compliance review.
If they don't reach an adviser or leave a voicemail, the system can follow up via SMS or WhatsApp to capture intake details and book the consultation.
Yes. Every system is tailored to your policy types, adviser capacity, and qualification criteria — always staying within compliance boundaries.
You'll see booked consultation rates, show-up rates, lead-to-client conversion, and adviser utilisation — all tracked in your CRM and our monthly reports.
See exactly how this works for your brokerage in a 15-minute demo.
Book Your Free Demo15-minute demo. We'll show a live example and how it fits your enquiry flow.
No advice. No recommendations. Intake and booking only. Licensed advisers handle advice.