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.
Trusted by fast-growing companies around the world
Trusted by fast-growing companies around the world
Trusted by fast-growing companies around the world
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.
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.
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.
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.
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.
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.
All your key tools in-sync with your meetings
Cal.com works with all apps already in your flow ensuring everything works perfectly together.
All your key tools in-sync with your meetings
Cal.com works with all apps already in your flow ensuring everything works perfectly together.
All your key tools in-sync with your meetings
Cal.com works with all apps already in your flow ensuring everything works perfectly together.
Frequently asked questions
Frequently asked questions
These are some of our most frequently asked questions.
These are some of our most frequently asked questions.
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.
Don’t just take our word for it
Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
Don’t just take our word for it
Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
Don’t just take our word for it
Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
Trusted by fast-growing companies around the world
Trusted by fast-growing companies around the world
Trusted by fast-growing companies around the world
Free up your time. We've got your scheduling covered. Try Cal.com now!
Deliver seamless, compliant, and high-converting client experiences with Cal.com’s routing for insurance agencies and brokers.
Cal.com® and Cal® are a registered trademark by Cal.com, Inc. All rights reserved.
Our mission is to connect a billion people by 2031 through calendar scheduling.
Need Help? [email protected] or live chat.
Solutions
Use Cases
Resources
Cal.com® and Cal® are a registered trademark by Cal.com, Inc. All rights reserved.
Our mission is to connect a billion people by 2031 through calendar scheduling.
Need Help? [email protected] or live chat.
Solutions
Use Cases
Resources
Cal.com® and Cal® are a registered trademark by Cal.com, Inc. All rights reserved.
Our mission is to connect a billion people by 2031 through calendar scheduling.
Need Help? [email protected] or live chat.
Solutions
Use Cases
Resources