Software for insurance agencies
Custom booking system for insurance agencies
Most insurance agencies I talk to mention the same thing: renewals sneak up and policyholders shop around. The custom booking system deals with it quietly while you're on calls with carriers. Your own booking software with availability, deposits, notifications and an admin view.
Where insurance agencies lose time today
Renewals sneak up and policyholders shop around. Nobody at an independent agency with three producers signed up for that part of the job, and the custom booking system handles it.
What it looks like in practice
Take an independent agency with three producers as an example. A policyholder picks a review call on your own booking page, pays a deposit through your payment tool, and gets a confirmation. You see the day's review calls in the admin view, set up around how you actually work.
How it works for insurance agencies
For an independent agency with three producers, the flow is short and predictable.
- We map how review calls work for you: rules, durations, staff.
- I build the booking page and admin view.
- Payments or deposits connect to your payment tool.
- Confirmations and reminders are built in.
- You get it deployed and own the code.
Tools it connects to
It plugs into the tools insurance agencies already use, such as Calendly and Outlook, and runs on Next.js, Supabase and Stripe.
Questions from insurance agencies
Does the custom booking system work with Calendly?
It depends on your Calendly plan. Some tools open their data through an API and some keep it locked, so before we start I check what yours allows. If a direct connection isn't possible, I'll say so and suggest a workaround before you pay anything.
How is policyholder data handled?
For the custom booking system, data stays in your own accounts where possible, and each step only gets the details it needs. We go through your rules, such as HIPAA or GDPR, before I build anything, and confirm the setup with your compliance adviser if you have one.
Can I change how it works later?
Yes. The custom booking system keeps its messages, timings and rules in settings or a simple sheet you can edit. For bigger changes, such as a new step for your policyholders, message me and I'll quote it first.
Want this for your insurance business?
Tell me how your insurance business handles this today. I'll reply with what I'd build, what it costs and how long it takes.
Get this built