CallForge AI AI Outbound Appointment Engine for South African Insurance Brokers

The screens, in the order a broker meets them

Every one of these is live and clickable — not a picture of a screen. Form validation, the compliance checks that flag script wording as it is typed, the keyboard-driven review queues, the wallet arithmetic and the call recordings all work. Open one and use it as a broker would.

Best opened on a laptop. These are working application screens rather than a website, so they assume a wide window. Everything still functions on a phone, but the diary and the review queues want the room.

Before an account exists

1 Public landing page What a broker sees before they sign up. Carries the approved copy verbatim — and the sample call plays. Open

Getting set up

2 Set up your account Five steps: brokerage, calendar, wallet, first campaign, script. The voice previews play real recordings. Open

Running it, day to day

3 Dashboard Campaign state, wallet burn, what the calls did, and the appointments that came out of them. Open 4 Your week The Monday prep sheet — the brief first, the recording underneath, the proof attached to each one. Open 5 The whole portal Every broker screen behind one navigation — diary, campaigns, leads, scripts, wallet, team. If you open one thing, open this. Open

Our side of it

6 Admin console The review queue, script approval, the cost centre, data requests and the audit log. Open

The written response

7 CF-DOC-06 — Design & Build Response What is built and what is not, the reasoning behind every clause of the script, and what is still open. Read

These are prototypes, not the deployed product. The data in them is illustrative — the names, figures and appointments are made up so the screens have something to show. What is real is the design, the flow, the wording and the behaviour. Prepared for J. Schoeman (BM Investments) by G. White, GhostAI.