CALENDLY FOR INSURANCE
Increase profitability with automated scheduling
Sell more policies and renew them term after term with fast, secure scheduling.
Gain a competitive edge with modern, more efficient scheduling
MAINTAIN COMPLIANCE & MITIGATE RISK
Protect your business and your reputation
Enterprise-grade security and controls including Domain Control, SAML-based SSO, SCIM provisioning, activity logs, and more
Maintain SEC compliance with email communication archiving and safeguard client data with our data deletion API
Calendly follows FINRA guidelines, is ISO/IEC 27001 and SOC 2 Type 2 certified, and PCI and GDPR compliant
WIN MORE BUSINESS
Be the first insurance company to respond
Connect with prospective clients before a competitor does by embedding Calendly anywhere on your website, such as your agent locator or contact us page. Automatically route them to the first available agent who is best suited to assist with the insurance product they are considering.
IMPROVE OUTBOUND CLIENT DEVELOPMENT
Book more revenue-generating meetings
Make it easy for clients to book meetings when they want to review their coverage options, discuss contract renewals, or make adjustments after a life event. Easily embed available meeting times in emails directly from your inbox, share your scheduling link from your web browser, and include your calendar availability in LinkedIn conversations.
INCREASE SHOW RATES
Help more clients get the coverage they need
Manually sending meeting reminders is a thing of the past. Ensure clients show up to their meeting by automating reminders and reconfirmations via email or SMS so agents can spend more time helping them sign up for coverage or renew their policy.
Deliver an outstanding experience with automated scheduling
Add Calendly anywhere on your website, such as on your “Find an Agent” page or in your chatbot, so clients can easily self-schedule meetings whenever they need to connect with your client-facing team.
Schedule from anywhere
Download browser extensions to easily add times to email, integrate with LinkedIn, and more.
Automatically send personalized, fully compliant emails before and after meetings to reduce no-shows, gain client trust, and offer a personalized client experience.
Connect with prospective clients faster
Instantly book qualified clients from your website and match current and prospective clients with their agent via Salesforce ownership.
Meeting options to fit your needs
Create a booking page with options to discuss different insurance products, set up a Round Robin to automatically pair clients with the next available expert, and easily schedule meetings with multiple stakeholders.
Make decisions based on data
Identify top performing agents, review your most popular meeting types, optimize agent availability based on data, and more.
Integrate with your existing tech stack
Connect your calendar, video conferencing tool, Salesforce or other CRM, and more to boost productivity and eliminate manual tasks.
Don’t just take it from us
Hear it from our customers
“Calendly is instrumental in providing our customers with a seamless scheduling experience.”
“I can’t imagine how much more time I would be spending scheduling if it weren't for Calendly.”
“I love how Calendly integrates with my tech stack. It syncs automatically with my calendar, Zoom, etc. Amazing!”
RECOMMENDED FOR YOUR ORGANIZATION
Choose a plan that’s right for your needs.