Scheduling for Insurance Agents

Professional scheduling for insurance agents

Let prospects book consultations online. Qualify leads upfront and focus on closing more policies.

Join 1,000+ happy clients

14 days free. No credit card required. Setup in 2 minutes.
1,000+ Happy clients
3M+ Appointments booked
30% Fewer no-shows
4.9/5 Customer rating

Trusted by leading companies and professionals

Why insurance agents choose Zencal

Everything you need to grow your business

Professional scheduling software designed specifically for insurance agents. Save time, reduce no-shows, and grow your business.

Lead Qualification

Collect insurance needs before meetings.

Policy Reviews

Schedule annual review appointments.

Multiple Lines

Life, health, auto, and property consultations.

Virtual Meetings

Remote consultations with video calls.

CRM Integration

Connect with your insurance CRM.

Automated Follow-ups

Reminder emails for policy renewals.

Use cases

Perfect for every situation

See how insurance agents use Zencal in their daily practice.

01

New Client Consultations

Initial meetings to assess insurance needs.

02

Policy Reviews

Annual coverage reviews with existing clients.

03

Claims Assistance

Meetings to help with claim processes.

04

Quote Presentations

Follow-up meetings to present proposals.

Simple setup

Get started in 3 easy steps

Start accepting online bookings in minutes, not days.

1

Create your account

Sign up for free and set up your profile. Add your services, availability, and pricing in just a few clicks.

2

Share your booking link

Get your personalized booking page URL. Share it on your website, social media, or directly with clients.

3

Accept bookings 24/7

Clients book appointments when it suits them. You get notified instantly, and reminders are sent automatically.

Faq

Frequently asked questions

Everything you need to know about Zencal for insurance agents.

Is Zencal suitable for insurance agents?

Yes! Zencal is specifically designed to meet the needs of insurance agents. Our platform includes features like automated reminders, online booking, payment processing, and calendar sync that are essential for modern insurance agents.

How much does Zencal cost?

Zencal offers a free 14-day trial with no credit card required. After that, our plans start at $9/month with no commission on bookings or payments. We believe in transparent pricing with no hidden fees.

Can clients book appointments online 24/7?

Absolutely! Your clients can book appointments anytime through your personalized booking page. You set your availability, and Zencal handles the rest - including sending confirmation emails and reminders.

Does Zencal integrate with my calendar?

Yes, Zencal offers two-way sync with Google Calendar, Outlook, and Apple Calendar. Your appointments are automatically added to your calendar, and your existing events are respected when showing availability.

Can I accept payments through Zencal?

Yes! Zencal integrates with Stripe, PayU, and Przelewy24 for payment processing. You can require upfront payment, deposits, or payment after the appointment - with zero commission from Zencal.

How do automated reminders work?

Zencal sends automatic email and SMS reminders to your clients before their appointments. You can customize when reminders are sent (24 hours, 1 hour before, etc.) and what they say. This typically reduces no-shows by 30%.