Automate client scheduling and follow-up for insurance agents and brokers
Streamline your insurance agent workflow with Cal.com. Automate appointment booking, reminders, and client onboarding to close more policies and deliver personalized service.
Trigger
When
Before event startsHow long before event starts?
24hoursAction
Do this
Send email to attendeesSender name
Cal.comMessage template
ReminderTrusted by fast-growing companies around the world
How Cal.com powers insurance agent workflows
See how insurance agents and brokers use Cal.com to optimize scheduling, lead management, and client onboarding.
01
Automate appointment scheduling
02
Trigger reminders and follow-ups
03
Streamline client onboarding
Key benefits for insurance teams and agencies
Unlock a more efficient, reliable, and client-friendly insurance sales process with Cal.com.
Meeting reminder
nowHi, this is a reminder that your insurance agents/brokers meeting with Alex is in 30 mins
…01
Save time with automation
Bookings
Today
This week
02
Increase lead conversion rates
Trigger
When
Before event startsHow long before event starts?
24hoursAction
Do this
Send email to attendeesMessage template
Reminder03
Deliver a superior client experience
Are you joining the insurance agents/brokers session on {EVENT_DATE}
Hi {ATTENDEE},
Please confirm if you're still planning to attend by clicking the button below:
{CONFIRM_ATTENDANCE}
This reminder was triggered by a Workflow in Cal.
04
Improve compliance and record-keeping
Advanced workflow features tailored for insurance agents
Explore the Cal.com features that support high-performing insurance teams.
Customizable scheduling links
Automated reminders and follow-ups
Integrated lead management
Flexible client onboarding
API and self-hosting options
Branded communication templates
See how workflows keep your scheduling on track
Watch how Cal.com Workflows simplify scheduling, automate reminders and keep your meetings running smoothly. See real examples of how teams use workflows to reduce no-shows and save time.
All your key tools in sync with your meetings
Connects to Slack, Salesforce, and 100+ more. Bookings show up where your team already works.
- Google CalendarChecks every calendar for conflicts and adds the booking.
- Zoom VideoGives each booking its own meeting link.
- SalesforceLogs the meeting on the contact and routes to the owner.
- HubSpot CRMAdds bookings to contacts and deals.
- SlackTells the team the moment a meeting is booked.
- StripeTakes payment when the slot is booked.
FramerPuts your booking page on a Framer site.
ElevenLabsGives voice agents a realistic AI voice.
LinearSets your status to out of office from your calendar.
Meta PixelMeasures bookings from your Meta ad campaigns.
UmamiCounts visits to your booking page, privately.
WhatsAppMeets your guests on a WhatsApp chat or video call.
Sign up for Cal.com or book a demo to see how automation can improve your insurance sales process, lead management, and client onboarding. Empower your team to focus on growing your business while Cal.com handles the scheduling.
Yes, Cal.com offers integrations with leading CRMs and supports webhooks and API access, making it easy to connect your booking data with your insurance lead management tools.
Cal.com allows you to automatically send onboarding forms, document requests, and welcome emails to new clients as soon as they book a meeting, streamlining your client onboarding process.
Absolutely. Cal.com workflows can be tailored for individual agents, broker teams, or large agencies, supporting a variety of insurance broker best practices and workflows.
Yes, you can fully customize email, SMS, and WhatsApp templates in Cal.com to meet industry compliance requirements and maintain your agency's brand voice.
Yes, Cal.com is open-source and can be self-hosted, giving insurance agencies full control over data privacy and infrastructure.
Developers can use Cal.com's robust API to build, modify, and automate workflows that fit the unique needs of your insurance sales process, from lead capture to client onboarding.
Don’t just take our word for it
Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.
Thrilled with this scheduling app—it's a game-changer. The intuitive interface and advanced features streamline my time management. The standout, however, is the incredible support team—swift, expert responses to every query. A perfect combo for seamless scheduling and top-notch customer service. P.s. Way better than Calendly
Mickeyon TrustpilotWithout a doubt the best calendar/scheduling application I have ever used. It has all of the advanced features I need while also being insanely intuitive and straightforward for both end-users and booking recipients. Love it!!
davidvkimballon Trustpilotmore elegant than Calendly, more open than Savvycal, cal.com works and it feels just right.
flo merianon Product HuntAmazing. I've been sharing it with everyone I know. It's helped me create more events spontaneously, because of how smooth it is compared to Calendly and Harmonizely.
Benon Product Hunt
I just migrated from calendly to cal.com I'm liking it so far. I wasn't particularly displeased with calendly. It's fine. But I like that cal is OSS and my sub to calendly was coming up for renewal so I thought I'd check it out. Looks good.
Kent C. Dodds 🌌@kentcdodds on X(finally) made the move to @calcom after I couldn't find how to edit events in the calendly dashboard and I must say - dash is 10/10 Bravo @peer_rich and team (I should have moved over years ago!) OSS fam
Ant Wilson@AntWilson on XThis platform's open-source nature and flexible licensing are a developer's dream. Self-hosting and white-labeling empower personalization and seamless integration.
Ahmed Elnaggaron Product HuntVery easy to set up and start. Connected with my Google calendar without any problem. Connecting with Microsoft gives me an error. But other than that the user interface is very good.
Pankaj Dixiton Product Hunt
2 days of using @calcom is enough to never look back at calendly
Anuvesh Singh@singh_anuvesh on XOne of the best tools for scheduling and my favorite after so many other options tried.
Denison Product Huntfor the love of me, why do people still use Calendly? Just today I have seen products reference Calendly while they know of @calcom It's a no brainer for me to use , their brand is amazing, cool team + they even have more compelling features 🤷
Rotimi Best@rotimi_best on XJust gave it a go and it's definitely the easiest meeting I've ever scheduled! No context switching, no distractions, and works even better on mobile too.
Aria Minaeion Product Hunt
Trusted by fast-growing companies around the world
Ready to transform your insurance agent workflow?
Free for individuals, no credit card, no usage limits.
Connect a calendar, share a link, and let people book when it works for both of you.