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Smart client routing for insurance agents and brokers

Smart client routing for insurance agents and brokers

Automate, qualify, and route leads instantly to the right insurance agent with Cal.com’s open scheduling infrastructure.

Automate, qualify, and route leads instantly to the right insurance agent with Cal.com’s open scheduling infrastructure.

Cal.com routing form for insurance agencies with custom questions for insurance type, client location, and coverage size.

Confiado por empresas em rápido crescimento em todo o mundo

Confiado por empresas em rápido crescimento em todo o mundo

Confiado por empresas em rápido crescimento em todo o mundo

How automated routing transforms insurance agencies

How automated routing transforms insurance agencies

Connect insurance prospects and clients with the right agent every time using dynamic routing forms and automated workflows.

Connect insurance prospects and clients with the right agent every time using dynamic routing forms and automated workflows.

01

Create custom routing forms

Capture key client details up front, such as insurance needs, location, and policy type, using intuitive, customizable forms.

Create form template for insurance routing, displaying fields for client insurance needs and region.

02

Qualify and match clients instantly

Leverage Cal.com’s attribute-based routing to match each inquiry with the most suitable agent or broker in real time.

03

Automate scheduling and notifications

Once matched, clients can instantly book with the right agent, while both parties receive real-time notifications and calendar invites.

Automated routing table for insurance agents by specialty and team.

Why insurance teams choose Cal.com

Why insurance teams choose Cal.com

Unlock faster response times, higher lead conversion, and improved compliance with Cal.com’s secure, API-first scheduling infrastructure.

Unlock faster response times, higher lead conversion, and improved compliance with Cal.com’s secure, API-first scheduling infrastructure.

Attribute-based routing for insurance clients based on country and product.

01

Accelerate lead response

Reduce manual triage and connect prospects with licensed agents quickly, driving more policy signups.

02

Ensure regulatory compliance

Route clients to agents with the right licenses, specialties, and regional coverage, minimizing compliance risks.

Ownership assignment workflow for insurance agencies, showing account owner assignment for clients.
Enhanced insights graph for insurance agent routing and bookings.

03

Enhance client satisfaction

Deliver a seamless client experience from first inquiry to appointment, reducing drop-offs and confusion.

04

Boost operational efficiency

Automate repetitive workflows, freeing your agents to focus on advising and closing policies.

Customizable routing logic for insurance agencies, matching by policy type, agent license, and region.

Powerful features for insurance agencies and brokers

Powerful features for insurance agencies and brokers

Cal.com delivers the flexibility and control insurance businesses need to scale their scheduling workflows.

Cal.com delivers the flexibility and control insurance businesses need to scale their scheduling workflows.

Customizable intake forms

Collect crucial client information such as insurance type, coverage needs, and region to personalize routing.

Attribute-based agent matching

Automatically assign leads to agents based on license, product expertise, or territory.

CRM and InsurTech integrations

Sync with your CRM or agency management system for up-to-date owner assignment and data consistency.

Self-hosting and security controls

Deploy Cal.com on your own infrastructure to meet strict data privacy and regulatory requirements.

Analytics and routing insights

Track conversion rates, routing performance, and agent workloads to optimize your client journey.

Multi-step and embedded forms

Guide clients through a clear, step-by-step booking process that can be embedded anywhere your prospects engage.

Todas as suas ferramentas principais sincronizadas com as suas reuniões

A Cal.com funciona com todas as aplicações já no seu fluxo, garantindo que tudo funcione perfeitamente em conjunto.

Todas as suas ferramentas principais sincronizadas com as suas reuniões

A Cal.com funciona com todas as aplicações já no seu fluxo, garantindo que tudo funcione perfeitamente em conjunto.

Todas as suas ferramentas principais sincronizadas com as suas reuniões

A Cal.com funciona com todas as aplicações já no seu fluxo, garantindo que tudo funcione perfeitamente em conjunto.

Perguntas frequentes

Perguntas frequentes

Estas são algumas das nossas perguntas mais frequentes.

Estas são algumas das nossas perguntas mais frequentes.

How does Cal.com help insurance agencies qualify and route leads?

Cal.com’s routing forms collect client details like insurance needs, location, and policy type. Attribute-based routing then matches each lead to the right agent or broker, ensuring fast, accurate assignments.

Can I ensure that leads are routed to licensed agents only?

Yes, you can set routing logic based on agent licenses, product expertise, or region, so only qualified agents receive specific leads or appointments.

Does Cal.com integrate with agency management or CRM systems?

Cal.com connects with leading CRMs and agency management tools, enabling owner assignment, syncing client data, and automating follow-ups.

Is it possible to self-host Cal.com for compliance?

Absolutely. Cal.com is open source and can be self-hosted, providing full control over data storage and compliance with industry regulations.

How do automated notifications work for agents and clients?

Both agents and clients receive instant notifications and calendar invites when a booking is confirmed, reducing no-shows and keeping everyone informed.

Can I customize the intake forms for different insurance products?

Yes. Cal.com’s no-code form builder lets you tailor questions for life, health, auto, or commercial insurance—ensuring you gather the right information every time.

How does Cal.com help track and improve routing performance?

Built-in analytics provide insights into routing efficiency, agent workloads, and conversion rates, so you can continuously optimize your process.

How does Cal.com help insurance agencies qualify and route leads?

Cal.com’s routing forms collect client details like insurance needs, location, and policy type. Attribute-based routing then matches each lead to the right agent or broker, ensuring fast, accurate assignments.

Can I ensure that leads are routed to licensed agents only?

Yes, you can set routing logic based on agent licenses, product expertise, or region, so only qualified agents receive specific leads or appointments.

Does Cal.com integrate with agency management or CRM systems?

Cal.com connects with leading CRMs and agency management tools, enabling owner assignment, syncing client data, and automating follow-ups.

Is it possible to self-host Cal.com for compliance?

Absolutely. Cal.com is open source and can be self-hosted, providing full control over data storage and compliance with industry regulations.

How do automated notifications work for agents and clients?

Both agents and clients receive instant notifications and calendar invites when a booking is confirmed, reducing no-shows and keeping everyone informed.

Can I customize the intake forms for different insurance products?

Yes. Cal.com’s no-code form builder lets you tailor questions for life, health, auto, or commercial insurance—ensuring you gather the right information every time.

How does Cal.com help track and improve routing performance?

Built-in analytics provide insights into routing efficiency, agent workloads, and conversion rates, so you can continuously optimize your process.

How does Cal.com help insurance agencies qualify and route leads?

Cal.com’s routing forms collect client details like insurance needs, location, and policy type. Attribute-based routing then matches each lead to the right agent or broker, ensuring fast, accurate assignments.

Can I ensure that leads are routed to licensed agents only?

Yes, you can set routing logic based on agent licenses, product expertise, or region, so only qualified agents receive specific leads or appointments.

Does Cal.com integrate with agency management or CRM systems?

Cal.com connects with leading CRMs and agency management tools, enabling owner assignment, syncing client data, and automating follow-ups.

Is it possible to self-host Cal.com for compliance?

Absolutely. Cal.com is open source and can be self-hosted, providing full control over data storage and compliance with industry regulations.

How do automated notifications work for agents and clients?

Both agents and clients receive instant notifications and calendar invites when a booking is confirmed, reducing no-shows and keeping everyone informed.

Can I customize the intake forms for different insurance products?

Yes. Cal.com’s no-code form builder lets you tailor questions for life, health, auto, or commercial insurance—ensuring you gather the right information every time.

How does Cal.com help track and improve routing performance?

Built-in analytics provide insights into routing efficiency, agent workloads, and conversion rates, so you can continuously optimize your process.

Não acredite apenas na nossa palavra

Os nossos utilizadores são os nossos melhores embaixadores. Descubra por que somos a melhor escolha para agendar reuniões.

Não acredite apenas na nossa palavra

Os nossos utilizadores são os nossos melhores embaixadores. Descubra por que somos a melhor escolha para agendar reuniões.

Não acredite apenas na nossa palavra

Os nossos utilizadores são os nossos melhores embaixadores. Descubra por que somos a melhor escolha para agendar reuniões.

Confiado por empresas em rápido crescimento em todo o mundo

Confiado por empresas em rápido crescimento em todo o mundo

Confiado por empresas em rápido crescimento em todo o mundo

Liberte o seu tempo. Nós tratamos da sua programação. Experimente o Cal.com agora!

Deliver seamless, compliant, and high-converting client experiences with Cal.com’s routing for insurance agencies and brokers.