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
Protect your business and your reputation
Enterprise-grade security and controls including Domain Control, SAML-based SSO, SCIM provisioning, activity logs, and more
Maintain FINRA and SEC compliance with email and SMS communication archiving and safeguard client data with our data deletion API
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
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
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
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.
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!”
Pricing Plans
Choose a plan that’s right for your needs.
Teams
For growing businesses
$16
Enterprise
For large companies