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Appointment booking and reminders for insurance agencies

Fuller calendars, on-time customers and effortless scheduling. Appointment booking and reminders set up for insurance agencies, connected to AgencyZoom, HawkSoft or EZLynx, and run for a flat monthly fee.

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The time you get back

Typical weekly savings for insurance agents using Super Intelligence (SI) automation.

  • Calling new quote leads7 2.5 hrs a week
  • Renewal review outreach4 1.5 hrs a week
  • Service requests in the inbox5 2 hrs a week
  • Collecting dec pages and documents3 1 hr a week
  • Cross-sell campaigns2 0.5 hrs a week

How it works

  1. Clients book in under a minute

    Online booking shows real availability, with your buffers, service lengths and staff rules applied.

  2. Reminders keep calendars full

    Texts two days, one day and two hours out let people confirm or reschedule with one tap.

  3. Intake happens before the visit

    We collect their current declarations page ahead of time, so every quote review starts on schedule.

  4. Cancellations refill themselves

    An open slot triggers texts to people on the waitlist.

  5. Your calendar stays in sync

    Bookings from phone, chat and the web all land in AgencyZoom, HawkSoft or EZLynx.

At a glance

Typical time saved
5–10 hours a week
Time to launch
1–3 weeks
Connects to
AgencyZoom, HawkSoft or EZLynx

Customers love booking in seconds. We set up online booking tied to your real availability, automatic reminders with one-tap confirm or reschedule, intake forms collected before the visit, and a waitlist that fills cancellations on its own.

Ground rules

The assistant gathers quote details but never binds coverage or interprets a policy. Licensed agents do that.

Your rules stay in charge: buffer times, staff schedules, service lengths and who can book what.

Questions

Will it work with AgencyZoom, HawkSoft or EZLynx?

In most cases, yes. If your software has an API or a Zapier or Make connector, we connect directly; if not, we use email parsing or a synced calendar. We confirm it in the free audit before you pay anything.

Will it work with the scheduling software we already use?

Usually. If your software has an API or a Zapier or Make connector, we connect to it directly. If not, we’ll tell you in the audit before you pay anything.

Can we require deposits?

Yes, through your existing payment processor, for whichever services you choose.

Related

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