APPOINTMENT BOOKING

Appointment Booking For Insurance Agents.

Clients want to book on their phone. ALE ships with booking links, calendar sync, and SMS reminders so agents keep the calendar full.

CALENDAR PHONE TAG KILLS PRODUCERS

Calendar Phone Tag Kills Producers

Phone tag to book a review wastes 20 minutes per appointment. Booking links fix that.

Phone Tag Wastes Hours

Back and forth scheduling burns producer time.

No Shows Kill Productivity

Without reminders, 20 plus percent of appointments no show.

No Prep For Carrier Raters

Producer books the meeting, forgets to pre quote.

THE BOOKING PLAYBOOK

The Booking Playbook

01

Booking Link

Personal booking link for every producer.

02

Calendar Sync

Google or Outlook calendar two way sync.

03

SMS Reminders

24 hour and 1 hour SMS reminders.

04

No Show Recovery

No show triggers immediate rebooking SMS.

05

Intake Form

Booking includes intake form pre populating the rater.

06

Auto Zoom Or Meet Link

Video links auto generated.

WHO THIS FITS

Who Benefits Most

Solo Producers

Too busy to phone tag.

Review Heavy Agents

Annual review model, calendar dependent.

Life And Health Agents

Virtual meeting heavy.

Multi Producer Agencies

Need to share availability.

PACKAGE FIT

ALE Packages

Launch: $497 per month

Booking links, calendar sync, SMS reminders, no show recovery.

  • Core CRM
  • Booking links
  • Calendar sync
  • SMS reminders
  • No show recovery
SEE PACKAGES

Keep The Calendar Full.

Book a 20 minute demo. We will show you the appointment booking engine.