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CALENDLY POUR L'ASSURANCE

Augmentez la rentabilité avec la planification automatisée

Vendez plus de polices et renouvelez-les à chaque échéance avec une planification rapide et sécurisée.  

Augmentez la rentabilité avec la planification automatisée
WHY CALENDLY

Gain a competitive edge with modern, more efficient scheduling

Protect your business and your reputation
MAINTAIN COMPLIANCE & MITIGATE RISK

Protect your business and your reputation

  1. Enterprise-grade security and controls including Domain Control, SAML-based SSO, SCIM provisioning, activity logs, and more

  2. Maintain FINRA and SEC compliance with email and SMS communication archiving and safeguard client data with our data deletion API

  3. Calendly follows FINRA and GLBA guidelines, is ISO/IEC 27001 and SOC 2 Type 2 certified, and PCI and GDPR compliant

Be the first insurance company to respond
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.

Book more revenue-generating meetings
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.

Help more clients get the coverage they need
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.

CALENDLY FEATURES

Deliver an outstanding experience with automated scheduling

Embed Calendly

Embed Calendly

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

Schedule from anywhere

Download browser extensions to easily add times to email, integrate with LinkedIn, and more.

Workflows des équipes de Calendly

Automate communications

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

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

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

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

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!”


Plans tarifaires

Choisissez un plan qui correspond à vos besoins.

Teams Plan

Lorsque votre équipe doit s'aligner sur un processus de planification et collaborer efficacement.

Enterprise Plan

Pour les équipes qui ont besoin d'une sécurité au niveau de l'entreprise, d'un contrôle administratif et d'une assistance. Comprend des achats de niveau entreprise.

Starts at

$15k

/ year

Parler au service des ventes

Obtenez des rendez-vous plus rapidement