Scheduling and appointment software for insurers

Offer seamless paths to your prospects and beneficiaries with the scheduling software. Unify appointment scheduling to create seamless paths. Agencies, call centers and mobile workers: Calizy adapts to the specificities of your business sector.

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Insurer - Mutualist - Broker

Discover the advantages of a scheduling and appointment software

The customer experience is a key factor in your competitiveness. Offer, at any time, a privileged contact by making an appointment to your policyholders and prospects.
Propose the appointment to your prospects, within your different channels: email marketing, website, chat bot
Calizy helps insurers conquer new opportunities by putting the customer at the heart of their business.

Be available 7 days a week for your prospects and customers

Your team members remain available even if they cannot be reached. With appointment scheduling, you keep in touch with your leads and your policyholders. Calizy adapts to all your acquisition and customer relationship channels: website, sms or email campaigns, web selection or automated booking. From contractualization to claims management, your appointment process makes the difference!

Save time for your teams

Calendars are filled in real time according to your allocation rules and the availability of your teams. Calizy synchronizes with your usual calendar and CRM tools: no double entry. Choose internal or direct appointment scheduling according to your appointment types. Your employees and partners improve their productivity from the first week.

Create meeting paths adapted to your organization

Thanks to the planning software, propose all types of appointments to your beneficiaries. Sedentary appointments such as in an agency, by phone or by videoconference, or mobile appointments held at your client's premises. Automatically assign appointments according to your rules of allocation. Calizy manages up to 9 criteria: skills, geo-zone, priority order, scoring, travel time... Direct appointment scheduling is done according to your own itineraries.

Manage your business and your network

Follow the appointments of your collaborators and partners on a daily basis. Calizy dashboards provide you with information on activity, follow-up and appointment scheduling. Make the right decisions to improve the availability of your teams and the quality of your network.
Other sectors

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