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For insurance brokers

Appointment Scheduling Software for Insurance Brokers

Let prospects and clients book quotes and policy reviews online, while Bookafy routes to the right broker, collects details up front, and sends reminders — so you write more business with less phone tag.

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✓ Route by line of business✓ Intake at booking✓ Text + email reminders
Appointment Scheduling Software for Insurance Brokers
24/7
Prospects self-book
Routing
To the right broker
Intake
Details up front
Reminders
Cut no-shows
For insurance brokers

Book the quote while they’re shopping

Insurance shoppers compare fast and bind with whoever helps first, so scheduling lag costs real business.

Online scheduling lets prospects book a quote against the right broker, share their needs up front, and get reminders — so you capture more business.

Key takeaways

  • Prospects book quotes and reviews online, 24/7.
  • Requests route to the right broker by line of business.
  • Intake at booking preps the broker.
  • Reminders reduce no-show appointments.
Across the business

How brokerages use it

Quote appointments

Prospects self-book and share needs.

Policy reviews

Clients book annual reviews easily.

Multiple brokers

Each keeps their own availability.

Virtual or in person

Offer video or office meetings.

In practice

How an insurance brokerage runs Bookafy

Here is the whole booking loop on autopilot:

  • 1Booking on their website. Prospects book a quote appointment 24/7.
  • 2Intake at booking. A short form captures the line of business and needs.
  • 3Routed to the right broker. Auto, home, life, or commercial.
  • 4Synced to each broker’s calendar. Google, Outlook, iCloud, or Exchange two-way.
  • 5Synced to the CRM. Each booking creates a lead record.
  • 6Reminders cut no-shows. Text and email reminders before each appointment.
FAQ

Insurance scheduling: common questions

Can prospects book quote appointments?

Yes. Prospects book 24/7 and share their needs at booking.

Can requests route to the right broker?

Yes. By line of business or specialty.

Will it sync with our calendars?

Yes. Bookafy syncs two-way with Google, Outlook, iCloud, and Exchange.

Can we offer virtual meetings?

Yes. Offer video or office meetings.

How does it reduce no-shows?

Automatic text and email reminders go out before each appointment.

Write more business, automatically

Let prospects book and prep themselves, routed to the right broker. Start free — no credit card required.

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Bookafy


"See why +25,000 organizations in 180 countries around the world trust Bookafy!

Feature rich, beautiful and simple. Try it free for 7 days"

Casey Sullivan

Founder

Try it for Free for 7 days

Bookafy



"See why +25,000 organizations in 180 countries around the world trust Bookafy for their online appointment booking app!

Feature rich, beautiful and simple. Try it free for 7 days"

Casey Sullivan

Founder

Try it for Free for 7 days