We're your growth partner for automated appointment setting. Turn more enquiries into booked consultations with licensed advisers — safely, compliantly, and without adding headcount.
Book a free demoSee how it works ↓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? Delayed responses and inconsistent qualification can leave suitable insurance enquiries unbooked.
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. With agreed intake and advice boundaries. No extra admin staff.
We map your current enquiry flow, adviser capacity, and qualification criteria. Then we design a system using your approved compliance wording 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 the intake and communication rules approved by your firm.
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. With advice remaining with your authorised team.
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 confirmations and reminders help reduce missed appointments
Your team spends time with serious prospects
This is measurable, compliant growth. Not guesswork.
Monthly starting prices for our automated appointment-setting service. Prices exclude VAT unless stated otherwise. Setup fees, channel usage, enquiry limits and integration scope are confirmed in your written proposal.
A focused booking flow for a smaller team.
More complex qualification and team routing.
A tailored system for higher-volume operations.
Starting prices are indicative and subject to confirmation. Scope and provider charges vary; no performance outcome is guaranteed.
"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."
The system is restricted to approved structured intake and booking: no advice, product recommendations or comparisons. Your firm reviews the wording, data handling and escalation rules as part of its compliance responsibilities; authorised advisers handle regulated advice.
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 the intake and communication rules approved by your firm.
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 how your automated appointment-setting team turns enquiries into qualified, booked appointments. More appointments, less chasing, no extra headcount.