Appointment Scheduling Software for Insurance
With meetergo, it's easy to schedule policy reviews, claims consultations and client meetings while reducing scheduling conflicts and missed appointments.
- Automated reminders reduce missed policy reviews and claim appointments
- Easy online booking for clients to schedule insurance consultations 24/7
- Sync with multiple agent calendars to optimize client meeting scheduling
No credit card required
Our Trusted Clients
Insurance appointment software that improves client engagement and policy management
Here are the top scheduling challenges insurance providers face:
Missed Policy Reviews
Clients forgetting annual policy reviews leads to missed renewal opportunities and client dissatisfaction.
Inefficient Claims Processing
Manual scheduling of claim appointments results in delays and poor client experience.
Agent Scheduling Conflicts
Difficulty coordinating schedules between clients and agents leads to missed appointments.
Improve client engagement with automated scheduling and reminders
Features designed specifically for insurance providers and agents.
24/7 Online Booking
Clients can book policy reviews and claims appointments anytime, even outside business hours.
Automated Reminders
Reduce no-shows with SMS and email reminders before important insurance appointments.
Agent Assignment
Automatically assign clients to their preferred or designated insurance agent.
Document Collection
Request and collect necessary documents before appointments to streamline claim processing.
Easy Rescheduling
Clients can easily reschedule when conflicts arise, reducing call volume to your office.
Performance Analytics
Track appointment completion rates, client engagement and agent availability metrics.
Your booking page, your way
Customize every aspect of your booking experience to match your brand and meet your specific needs.
Simple & Clean
Our default booking interface is designed for clarity and ease of use.
- Clear date selection
- Intuitive time slot picking
- Simple customer information forms
Testimonials
Marcel Banmann
saasmetrix
The user guidance is well designed and the integration into our calendar systems and CRM was no problem. The implementation on our landing pages was also quite simple.
Hendrik Droht
SALT AND PEPPER
What I like best about meetergo is the speed and user-friendliness of the appointment scheduling tool and the seamless integration into our tool landscape. It enables SALT AND PEPPER Technology to save time and effort in appointment coordination by simply sending a booking link. We are excited about the possibility to help shape the tool and the excellent support options. In addition, lessons learned from our experiences were directly incorporated into product improvements, which is particularly valuable for us.
Roman Laufenberg
RLE International
It feels like having a personal scheduling assistant.
Frederik Wegner
konfidal
I use the meetergo software daily and am more than satisfied. The system is extremely intuitive and comfortable. I also tested zcal, calendly and other competitors. However, meetergo offers the best value for money. Especially against the background that it is GDPR-compliant, which is extremely important for me as a German entrepreneur. Clear recommendation for anyone who values the software location Germany and wants an excellent product.
Katarina Luketic
SwissLife
All requirements and wishes were quickly fulfilled, great service and a great team!
Benedict Padberg
Friendly Captcha
Great solution. We have been using meetergo for some time and are very satisfied with the features and support.
Julia Pelzer
ConsolCM
ConSol CM has been using meetergo as an appointment booking tool for almost 2 years. The integration was uncomplicated from the start and we have had regular lead entries via meetergo since then. Creating appointment types is intuitive and things can be changed quickly. In the meantime, meetergo has improved many things, there are more features, more simple customization options and the usability continues to be improved step by step. We are very satisfied!
Christopher Ganzorig
Cloudogu GmbH
Great support with quick response time, awesome! :)
Justin Bous
Catch
Didn't think a tool could change so much. We now get more appointments with the right people and have to do much less manually. The support is friendly, but once it took a bit longer to get a response.
Efficient Insurance Operations
For Insurance Professionals
Round Robin
Distribute meetings amongst team members based on weights, priorities or the person least recently booked.
Learn moreRouting Forms
Direct bookers to the right people based on their details, like industry, company-size, etc.
Learn moreAutomatic Enrichment
Automatically enrich invitees with additional details, like company name, title, and industry.
Learn moreAutomated Workflows
Save time with automated workflows like meeting reminders and payment processing through Stripe or PayPal integration.
Learn moreYour booking page, your way
Customize every aspect of your booking experience to match your brand and meet your specific needs.
Simple & Clean
Our default booking interface is designed for clarity and ease of use.
- Clear date selection
- Intuitive time slot picking
- Simple customer information forms
Testimonials
Marcel Banmann
saasmetrix
The user guidance is well designed and the integration into our calendar systems and CRM was no problem. The implementation on our landing pages was also quite simple.
Hendrik Droht
SALT AND PEPPER
What I like best about meetergo is the speed and user-friendliness of the appointment scheduling tool and the seamless integration into our tool landscape. It enables SALT AND PEPPER Technology to save time and effort in appointment coordination by simply sending a booking link. We are excited about the possibility to help shape the tool and the excellent support options. In addition, lessons learned from our experiences were directly incorporated into product improvements, which is particularly valuable for us.
Roman Laufenberg
RLE International
It feels like having a personal scheduling assistant.
Frederik Wegner
konfidal
I use the meetergo software daily and am more than satisfied. The system is extremely intuitive and comfortable. I also tested zcal, calendly and other competitors. However, meetergo offers the best value for money. Especially against the background that it is GDPR-compliant, which is extremely important for me as a German entrepreneur. Clear recommendation for anyone who values the software location Germany and wants an excellent product.
Katarina Luketic
SwissLife
All requirements and wishes were quickly fulfilled, great service and a great team!
Benedict Padberg
Friendly Captcha
Great solution. We have been using meetergo for some time and are very satisfied with the features and support.
Julia Pelzer
ConsolCM
ConSol CM has been using meetergo as an appointment booking tool for almost 2 years. The integration was uncomplicated from the start and we have had regular lead entries via meetergo since then. Creating appointment types is intuitive and things can be changed quickly. In the meantime, meetergo has improved many things, there are more features, more simple customization options and the usability continues to be improved step by step. We are very satisfied!
Christopher Ganzorig
Cloudogu GmbH
Great support with quick response time, awesome! :)
Justin Bous
Catch
Didn't think a tool could change so much. We now get more appointments with the right people and have to do much less manually. The support is friendly, but once it took a bit longer to get a response.
Frequently Asked Questions
Everything you need to know about meetergo for insurance
Our Trusted Clients