Scheduling software built for insurance agencies
Turn "let me find your policy and call you back" into a booked annual review — Slotly lets clients self-schedule renewals, quote consults, and claims walk-throughs around your producers' carrier-portal grind. Slotly gives insurance agents a single booking link, automated reminders, and no-show protection — so your insurance agency stays booked without the phone tag. Every client should get a yearly coverage review before renewal, but producers are buried in carrier portals and reviews quietly never get booked — until a claim exposes a gap. Slotly sends clients a self-scheduling link tied to their renewal month, so review appointments fill automatically instead of living on a sticky note.
What scheduling chaos costs insurance agents.
Annual policy reviews slip through the cracks
Every client should get a yearly coverage review before renewal, but producers are buried in carrier portals and reviews quietly never get booked — until a claim exposes a gap. Slotly sends clients a self-scheduling link tied to their renewal month, so review appointments fill automatically instead of living on a sticky note.
Open enrollment crushes your phone lines
When Medicare AEP or group benefits enrollment hits, the whole agency drowns in inbound calls all competing for the same two weeks. Slotly opens dated enrollment slots with daily caps per licensed agent, so the rush spreads across your calendar instead of melting down the front desk.
No-show quote consults waste a producer's afternoon
A prospect requests an auto or life quote, books a call, then ghosts — and the producer who blocked 45 minutes to run carrier comparisons gets nothing. Slotly's SMS reminders and optional deposit-to-hold cut no-shows and protect your producers' selling hours.
Everything a insurance agency needs to stay booked.
Route by line of business and license
Send P&C quotes to property producers, Medicare and life to your licensed health agents, and commercial accounts to the right account manager — Slotly's routing forms and round-robin match each request to a qualified, appointed agent automatically.
Renewal-month and AEP scheduling
Trigger client-specific booking links by renewal date or open-enrollment window, with per-agent daily caps so no single producer gets buried during peak season.
Intake that arrives before the appointment
Collect VIN, driver count, current carrier and declarations page, or Medicare beneficiary details on the booking form so producers walk into the consult already quote-ready.
Reminders that cut quote no-shows
Automated email and SMS reminders — plus an optional refundable deposit on commercial or life consults — keep prospects showing up for the appointments your producers blocked time to prepare.
How insurance agents use Slotly.
- A Medicare agency opens capped daily AEP slots from October 15 to December 7, letting beneficiaries self-book plan-comparison appointments without flooding the office phones.
- An independent P&C agency emails a renewal-month booking link so each client schedules their annual auto-and-home coverage review six weeks before the policy renews.
- A commercial lines producer routes every BOP and workers' comp quote request through an intake form that captures payroll and class codes, then requires a $50 refundable deposit to confirm the consult.
Insurance Agencies scheduling: your questions answered
Can I make sure life and Medicare requests only go to agents who hold the right license?
Yes. Slotly's routing forms and round-robin pools let you assign each booking type to specific agents, so health-licensed producers get Medicare and life consults while P&C requests go only to property-and-casualty agents. No client lands on an agent who isn't appointed to write their line.
Will this sync with the calendar my producers already live in?
Slotly offers two-way Google Calendar and Outlook sync, so a quote consult booked online instantly blocks the producer's real calendar and any carrier-meeting or CE-class block they add prevents double-booking. Reschedules and cancellations update both sides automatically.
Can clients book their own annual review without my staff making calls?
Yes — that's the point. You share a renewal-month booking link (or embed it in your portal and renewal emails), and clients pick a slot themselves; Slotly handles confirmations, reminders, and reschedules. Your CSRs stop playing phone tag and the reviews actually get on the calendar.
Keep exploring
Get your insurance agency booked solid
Start free in five minutes. Turn "let me find your policy and call you back" into a booked annual review — Slotly lets clients self-schedule renewals, quote consults, and claims walk-throughs around your producers' carrier-portal grind.