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AI Sales Agent for insurance & financial advice

Advisory enquiriesbecomemandates.

Your advisory team takes prospects from the first meeting to acceptance. Saley connects deals, AI-assisted proposals and automatic follow-ups – for insurance brokers, pension and financial advisers.

Start for free
  • 5 proposals a month free
  • No credit card required
Finanzkompass Beratung AGNo. 2026-041
Proposal · No. 2026-041

Pension & insurance analysis

for the Schneider family, Winterthur

Our services

Select optional services here – the price adjusts instantly.

  1. 1

    Analysis of current situation

    1st, 2nd and 3rd pillar, insurance, budget, coverage gaps

    Price490.00 CHFexcl. VAT
2Please choose

Financial plan

  1. 3Optional

    Mortgage comparison

    Offers from 4 providers, affordability, recommendation

    Price350.00 CHFexcl. VAT
  2. 4Optional

    Tax optimisation

    Pillar 3a, pension fund buy-in, amortisation

    Price290.00 CHFexcl. VAT
  3. 5Optional · monthly

    Ongoing support

    Annual review meeting, adjustments for life events

    Price35.00 CHF/ mo.
In the proposal
  • Cover page
  • Text + image
  • Table
  • FAQ
  • Schedule
  • E-signature
Total · excl. VATCHF 1,690.00+ CHF 35.00 / mo.

Example template · click throughView all templates

The reality

The first meeting builds trust. After that, you need a next step.

Pension needs discussed, documents requested, scope of advice still open: between first meeting and mandate, questions pass through several hands. Saley keeps context, proposal and follow-ups together on the deal. Your team sees who is responsible and what comes next.

Before / after

From enquiry to won deal.

Sales by handProposal_v3_final.pdf · 2.4 MB · Attachment Who follows up? Nobody has the overview.
Sales with Saley Live Opened · 2× · 6 min.

Sales by hand: New advisory enquiries sit in personal inboxes; the team lead does not know the status of mandate acquisition.

Sales with Saley: The advisory enquiry becomes a deal in your sales pipeline – with contact, responsible adviser and tasks.

Sales by hand: Meeting notes, service catalogue and proposal template have to be brought together again for every advisory proposal.

Sales with Saley: Saley AI uses conversation context, catalogue services and advisory template, asks follow-up questions and creates the proposal for your team to review.

Sales by hand: Analysis, implementation support and annual check are in separate versions; clients ask about the right scope.

Sales with Saley: Clients choose analysis, implementation support and add-on modules in the interactive proposal. The costs adjust to the chosen scope of advice.

Sales by hand: The time to think it over passes because nobody on the advisory team has scheduled a follow-up.

Sales with Saley: Defined follow-ups automatically remind clients of the open advisory proposal. You can pause, skip or control them manually.

Sales by hand: The go-ahead is in, but the deal stays open and the team lead has to ask.

Sales with Saley: The client accepts the advisory proposal online or signs electronically. With the accepted proposal, the deal is won.

Features

Less admin. More time for customers.

  • 01

    Every mandate opportunity in view

    Corporate pensions or retirement planning: contacts, emails and meeting notes stay with the deal. Your sales pipeline shows the team the status of every sales case.

  • 02

    Saley AI prepares the proposal

    Saley AI creates a tailored advisory proposal from your template and the deal context. It asks for missing details and suggests catalogue services. You approve the content.

  • 03

    Clients choose the scope of advice

    Clients compare report and implementation support, choose add-on modules and see the adjusted costs. Process and FAQ explain what your advisory team delivers.

  • 04

    From follow-up to acceptance

    Saley reminds prospects of the proposal using your follow-up templates. Online acceptance wins the deal and records the close in the activity history.

From your day-to-day

How you sell with Saley.

Enquiry, deal, proposal, follow-up, close: this is how a sales case in your industry runs with Saley. You can try the example proposal yourself.

Finanzkompass Beratung AGNo. 2026-041
Proposal · No. 2026-041

Pension & insurance analysis

for the Schneider family, Winterthur

Thank you very much for the open conversation. Here is our proposal for your analysis – choose the scope that suits your situation and confirm the proposal directly.

0:48Personal welcome

Our services

Select optional services here – the price adjusts instantly.

  1. 1
    Analysis of current situation

    1st, 2nd and 3rd pillar, insurance, budget, coverage gaps

    Price490.00 CHFexcl. VAT
2Please choose
Financial plan
  1. 3Optional
    Mortgage comparison

    Offers from 4 providers, affordability, recommendation

    Price350.00 CHFexcl. VAT
  2. 4Optional
    Tax optimisation

    Pillar 3a, pension fund buy-in, amortisation

    Price290.00 CHFexcl. VAT
  3. 5Optional · monthly
    Ongoing support

    Annual review meeting, adjustments for life events

    Price35.00 CHF/ mo.
In the proposal
  • Cover page
  • Text + image
  • Table
  • FAQ
  • Schedule
  • E-signature
Total · excl. VATCHF 1,690.00+ CHF 35.00 / mo.

  1. Your team records company and contact person, manages the enquiry as a deal and assigns the responsible adviser. Questions about advisory needs stay with the sales case.

  2. Saley AI combines meeting notes with your template and the services in the catalogue. It asks about the open scope and creates the proposal for analysis and support. You review the selection.

  3. In the proposal, clients choose the financial plan with or without implementation support. Mortgage comparison and tax optimisation can be added; the total follows the selection.

  4. Your team decides when Saley reminds clients of the advisory proposal. Personal templates pick up name and proposal. If a conversation is already under way, you pause the automatic follow-ups.

  5. Clients accept the chosen scope of advice in the browser or sign electronically. The accepted proposal wins the deal; management and advisers see the close on the sales case.

Testimonials

Built for teams that want to sell.

  • “Our proposals finally look modern.”

    Benjamin BechertEntrepreneur

  • “I can see exactly when and for how long a customer opens my proposal.”

    Martina SchmidOwner, cleaning company

  • “Customers understand our services better.”

    Claudia HuberMarketing Manager

PRICING

Sell more. Less admin.

Choose the plan that fits your sales process. Start for free – 5 proposals a month free. No credit card required.

  • Saley Free

    CHF0/ month

    Free forever No credit card needed

    Incl. 1 team member

    For companies that create up to five proposals a month.

    • Automatic start with Saley Free after sign-up
    • 10 Saley AI tokens per month, all AI tools included
    • Proposals from deal info, new texts, sections and images
    • Deal file, email drafts and transcripts from voice notes
    Start for free

  • Starter

    CHF99/ month

    Incl. 2 team members

    For companies that want to digitalise their sales and automate their first processes with AI.

    • Unlimited proposals
    • 1 CRM integration
    • Email follow-ups
    • Basic AI credits
    Choose Starter

  • Professional

    Popular

    CHF299/ month

    Incl. 3 team members

    For sales teams that want to automate their sales process comprehensively and use Saley as their central sales platform.

    • All Starter features
    • All available standard integrations
    • Omnichannel follow-up
    • More AI credits
    • Up to 3 more users can be added
    Choose Professional

  • Enterprise

    On request

    Incl. 6 team members

    For companies with individual requirements, more complex processes or their own system landscape.

    • All Professional features
    • Custom integrations
    • Dedicated support
    • Custom AI and usage quotas
    • Unlimited additional users
    Book an Enterprise demo

5 proposals a month free · No credit card required

Prices excl. VAT

Pricing

FAQ

Questions about Saley?

  • You can list fees as items and explain remuneration via commission in the FAQ. Describe there, too, which costs arise for clients and which services the chosen scope includes.

  • Saley AI creates the advisory proposal from your template and the context on client, deal and catalogue services. It asks targeted questions and suggests suitable services. Your team reviews the draft and decides what is used.

  • Yes, coverage overviews and comparisons can be shown as tables in the proposal. Your team adds explanations and FAQ so clients can place the proposed scope of advice in context.

  • With acceptance, the advisory proposal wins the associated deal. Clients can accept online or sign electronically. Your team finds the acceptance together with the previous proposal activities in the activity history.

More industries

Also for these industries.

Your next deal won’t wait.

Bring pipeline, proposals, follow-ups and AI together in one shared sales process.

Start for free Book a demo
  • 5 proposals a month free
  • No credit card required
Deal won 🎉You found the hidden deal.