Anna Lewis
Mon
1
can i give clients some kind of digital business card so they save my contacts
George
Online booking and a CRM for insurance agents
Clients pick a time for a call or a meeting from your link instead of waiting on a reply in a messenger. What you need for a quote arrives in a form beforehand, and every client’s history and your notes on their cover stay in the CRM.
What an agent gets
Less back-and-forth. Options ready before the meeting. More renewals.
Bookly takes on agreeing the time, collecting what a quote needs and the history of every client, so your day goes on advice and meetings instead of messages.
A time without the back-and-forth
Let a client pick a time while they are still shopping for cover
“How much is cover for my car?” lands in a messenger at eleven at night, you answer in the morning between two visits, and by lunchtime the policy has been bought on a comparison site. Your page shows what you advise on and when you are free: the client books a call or a meeting and gets the confirmation straight away.
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Kinds of consultation: a quote, a renewal, a claim
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Booking open to clients around the clock
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One link for messengers, Instagram and your card
A quote ready in advance
Turn up with options rather than with questions
To price cover you need the make and year of the car, the engine, where it is registered and how long they have been driving, and that usually comes out of the client one message at a time. A short form on the page collects it in advance, so the conversation opens on a comparison of what several insurers offer.
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A form with the details a quote needs
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A buffer for the drive between visits
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A reminder to the client the day before
The year until the next policy
Do not lose the client a month before the cover ends
A policy runs for a year, and for all of that year nobody thinks about you, and when they finally do, it is not always about you. The client card keeps the history of meetings and your notes on what they hold and with which insurer; the renewal meeting can go into the calendar the day the policy is signed, and the reminder for it goes out without you.
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History of meetings and notes on the client’s cover
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The renewal meeting booked a year ahead
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Booking again in two clicks
Everything an insurance booking needs
Fewer messages. More meetings in the calendar.
The page answers about the kinds of consultation, how long each takes and the hours you have free, at any time, from any device.
Booking in two clicks
The client picks what they want to talk about and an hour that is free, then confirms. No queue of messages and no calls placed on the off chance.
Only the hours you keep
The calendar opens only the time you really see people in. Visits to clients, the drive and trips to the insurer are never shown as free.
Fewer details chased down
The client fills in what a quote needs while booking, so the registration document and the driving history do not arrive one message at a time.
Booking from a phone
The page works the same on a phone and a laptop, so clients book from your messenger profile or from a link somebody forwarded them.
Quick start
How to open online booking for insurance consultations
Build the page in an evening: the kinds of consultation, your hours and a link you can share. No separate website and no technical know-how.
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Create your page
Add your name, the lines of cover you write, the insurers you work with and your contacts: this is what you send instead of “give me a call”.
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List the kinds of consultation
You sell policies, not hours, so publish the reason to meet: a motor quote, life, home or travel cover, a renewal, help with a claim, each with a length of its own.
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Open the hours for meetings
Leave clients only the time you actually see people in, plus a buffer for the drive between visits. In an agency each agent has their own diary and their own lines of cover.
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Share the link
Put it in your messenger profile, on Instagram and on your card. New bookings appear in your calendar at once.
The result in numbers
There is travel time left between visits
The details for a quote are left at booking, so you arrive with options ready. The next meeting no longer lands while you are still driving to it.
Try for free
24/7
Clients book a consultation at any hour
3 min
To add a kind of consultation with its length
100%
Of reminders go out automatically
30+
Integrations, calendar and Telegram among them
(4.9/5)
500+ businesses already run on Bookly
Fewer Lost Leads.
More
Loyal Clients.
Attract clients, take bookings, automate communication, and track results — no complicated setup.
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The page does not replace the phone, it removes the part where you agree on a time. The client sees the hours you have free and picks one, instead of waiting for “I’ll call you after six” while you are between two visits.
Publish the reason to meet: a motor quote, life, home or travel cover, a renewal, help with a claim. Each kind of consultation has a length of its own, and the premium itself you still work out together with the client.
Yes. A form sits on the page next to booking: the make and year of the car, the engine, where it is registered, the driving history, the cover they hold now. The answers collect in the form itself and you see them before the conversation, so you arrive with options from several insurers.
Bookly reminds people about meetings, not about policies. What you can do is book the renewal meeting the day the policy is signed: the reminder for it goes out automatically, and the client card keeps a note of what they hold and with which insurer.
Yes. You describe the format in the consultation itself and set a buffer between meetings for the drive, so the next client is never offered a time when you are still on the road.
Yes, though by hand. If you charge for advice or for a review of a company’s cover, you mark the money on the booking itself, and anything sent in advance goes into Finance as a Deposit operation. It is not required, and the premium itself is still paid to the insurer.
Yes. Create an account and set booking up with no card and no commitment.
Other niches in this industry
Bookly is not only for insurance. Pick your own line of work: the same tools are there, arranged around different days.
Online booking for insurance agents
Bookly is a Ukrainian online booking and CRM service for insurance agents: clients pick a time for a call or a meeting from your link, and what you need for a quote, such as the car’s make and year, arrives in a form beforehand. Every client’s history and your notes on their cover stay in the CRM.
Insurance is sold in a conversation. People remember their cover when it is about to run out or when a trip is coming up, and the question, “how much would this cost?”, arrives in a messenger at eleven at night. Whoever gives a straight answer and a straight time first is the one who writes the policy: while you reply in the morning between two visits, the client has priced the cover elsewhere and bought it themselves.
A booking page removes the longest step in that chain, which is agreeing on a time. It shows what you advise on, whether a motor quote, life, home or travel cover, a renewal or help with a claim, next to the hours you genuinely have free. The client picks a time, gets a confirmation and a reminder the day before. Between visits there is a buffer for the drive, so the next booking never lands on an hour when you are still behind the wheel.
The second thing an agent gets back is the start of the conversation. Pricing cover takes the make and year of the car, the engine, where it is registered and how long the client has been driving, and normally those details arrive one message at a time across a whole day. A short form on the page collects them in advance, so you turn up with a comparison of what several insurers offer rather than with questions.
The part that matters most begins after the signature. A policy runs for a year, and for all of that year nobody thinks about you, and when they finally do, it is not always about you. The client card keeps the meetings and your notes on what they hold and with which insurer, and the renewal meeting goes into the calendar right away, its reminder sent without you. The page itself is one link for your messenger profile, Instagram and your card.
Bookly team