Insurance Agent Scheduling Software
Insurance Agent Scheduling Software
Get Yocale's Core Business Booster
Keep your insurance agency open 24/7 with online appointments. Allow your customers to schedule and reschedule from any device, at their convenience.
View your insurance agency client details, appointment history, receipts, notes and more, making every appointment personalized and store the information that matters.
Point Of Sale
Accept payments in a flash. Take pre-payments or deposits to help prevent no-shows and easily track and record all your transactions.
Reserve With Google
Reserve with Google allows customers to discover and book your insurance agency straight from Google Search and Google Maps.
Insurance Agent Scheduling Software, Tailored For You
If you’re a solo insurance agent or part of a larger organization, Yocale provides any kind of insurance agency the tools you need to get new clients while helping you to offer the best service! Our insurance agency scheduling software is made for your business and catered to your everyday usage. Find out why Yocale is the best online scheduling software made for insurance agency owners just like you!
View Our Mock Booking Site
Smart & Easy Calendar
Make calendar appointment management smarter with the easiest to use calendar on the market. Completely customizable to look and feel just the way you need for your daily needs.
Yocale takes the fuss out of managing your insurance agent appointments and makes it incredibly simple and easy with our customizable scheduler. See everything that is happening at a glance, from what staff is working to what days have available time slots and customize it the way you want.
Robust Online Scheduling
Keep your business open 24/7 by offering online appointments, bookable from any device. Give your customers the self-service options to schedule and reschedule appointments from any device, at their convenience.
Or if you want to offer online booking but still have flexibility? Leverage the power of online booking by allowing your insurance agent clients to request appointments instead, which you can accept, decline or propose a new time.
Omni-Channel Online Booking
Yocale allows you to open your booking schedule up to potential clients through multiple avenues to help maximize your insurance agency bookings.
Let yourself be booked through your website, Google, Yocale’s marketplace, social channels such as Facebook and Instagram, and anywhere else you want clients to book you through
Simple & Effective CRM
The secret to customer loyalty? Knowing your customers – and having this information easily accessible. Yocale makes it easy to track clients details via individual client profiles so that you can deliver more personalized customer service and make your contracting clients remember you.
Your All-In-One Scheduling Solution
From Calendar management, online scheduling, client management, payments and more, Yocale has you covered from A-Z and ready to handle your everyday needs to help streamline your insurance agency or help grow your bottom line.
Powerful Point of Sale
Accept payments in a flash. Take pre-payments or deposits to help prevent no-shows and easily track and record all your transactions and run reports on these transactions.
Yocale makes point of sale payments and tracking easy, saving your business time and money. Track and store your insurance agency client billing information, purchase history, payments, tip, taxes, inventory and more with extreme ease.
Timely Email & SMS Reminders
Insurance agencies lose thousands and thousands of dollars every single year due to no-shows, make sure yours isn’t one of them! Yocale’s unlimited email and text (SMS) reminders reduce no-shows by 80%, saving your business thousands of dollars year after year.
Automate your reminders while saving your business thousands of dollars on no-shows every single year.
Configurable Scheduling & Booking Rules
Use Yocale’s scheduling and booking rules to intelligently handle your custom appointment parameters. With configurable rules, you can ensure that your booking policies and guidelines are respected during the client booking process.
Reserve With Google
A revolutionary new way to win more business. Yocale and Google showcase your open appointments to people who are looking for them, then lead customers to book directly with you in a few simple clicks. Get Reserve with Google for your business today!
Yocale’s document attachment allows you to easily upload files right into your patient profile and keep everything right in one place.
Create comprehensive patient profiles by attaching forms, charts, images, reports and other files to them.
Neat & Tidy Client Notes
Yocale makes it easy to keep your important client notes and information all in one place. With Yocale’s individual client profile, keeping your appointment notes, neat and organized.
Keep all of your insurance client notes in order and keep them secure. Have secure detailed notes of your clients’ visits and always accessible across your devices.
On-Demand Video Conferencing
Don’t let your insurance agency be limited by geography. Meet your clients from anywhere with video conferencing appointments.
Yocale’s video conferencing tool Yocale Meet allows you connect to your clients virtually right from your calendar in a few clicks. Your clients can 1-click join as well with no downloads, plug-in’s or extensions required.
Free Form Builder
Easily build custom client forms for your insurance such as tasting questionnaire, follow up surveys etc.. Let your clients fill them out before appointments or complete them after their visit.
Easily store these forms all within your client profile so you can access them when needed.
Powered Anywhere You Are
With your business on Yocale’s cloud, you can access your business from anywhere, at anytime, from any device.
Easily have access to your insurance agency scheduling and appointments no matter where or when you need it.
Get an up-to-the-minute view of the your most important business insights, from sales numbers to new client bookings to your marketing promotion results so that you always make the best decisions.
Get tailored reports of your insurance agency with custom reports based on the criteria you determine.
Integrations For All
Get the most out of Yocale by integrating your calendar with the other apps your use everyday. This helps streamline your insurance agency operations and makes for an efficient workday.
Create a more streamlined workflow with the capability of connecting other softwares right into your Yocale calendar. See how many possibilities you can create!