Quotes, claims questions and renewal reviews all come down the same line at the same time. Insurance agency scheduling software puts each of them on a booking page with its own agent and its own length, so the ones that need an appointment become appointments and the ones that do not stop queueing behind them.
Blu CoverBook online
Policy review30m · MarcusFree
New quote20m · personalFree
Claims conversationAny agent · 3 freeBook
Next free9:40 AM11:20 AM2:50 PM
Booked from the letter
7:20 PM
Not at ten past nine
Policy number
Answered
Before you pick up
Renewal review
Held for 2027
Booked a year ahead
Every one of these takes something off the queue and puts it in a diary, without an agent having to answer it first. A booked slot is fifteen minutes with the person who can actually answer the question, which is the whole of what the page has to sell.
A policy review, a new quote, a claims conversation: each its own length and its own agent. The client books from the renewal letter instead of ringing at ten past nine with everybody else.
Each agent keeps their own diary, their own lines of business and their own hours. A commercial client reaches the person who handles commercial, and nobody is offered for a policy they do not write.
Booking fields you write yourself sit on the paid plans, and they ask for the policy number, the renewal date and what has changed while the client books. The agent opens the appointment with the file already found instead of spending the first five minutes looking for it.
Every renewal date is known twelve months ahead and almost none of them is in a diary. On the paid plans you set the review as a repeating booking and next year’s goes in now, six weeks before the date rather than four days after it.
An agency with two or three offices is running separate opening hours, separate agents and separate walk-in patterns, and a single shared diary is how a client ends up booked into a branch that is shut on Wednesdays. Each location keeps its own hours, its own agents and its own booking page, and everything across all of them shows in one calendar for whoever runs the agency, which is the only place the whole week needs to be visible at once.
A policy review is thirty minutes of questions, and for most clients the difference between having it and not having it is whether they have to drive to your office to do it. Set the location per service, so a review carries a video link generated at the moment of booking while a claims conversation is still face to face at the counter. The confirmation carries whichever one applies, and so does the reminder on the paid plans, so nobody arrives at a branch for a call or waits on a link for a meeting.
Ten past nine on a Monday. Every line is ringing: a quote, a windscreen claim, somebody who wants a certificate emailed and somebody whose policy renewed on Friday without anybody reviewing it. Two of the four did not need an agent at all, and the one that did has already lapsed into an automatic renewal at a price nobody discussed.
Nothing in the office is broken. There is simply one queue for four different jobs, and the most valuable one is indistinguishable from the least until somebody answers it. Picktime puts each of them on the page as its own appointment with its own agent, and on the paid plans puts next year’s review in the diary while this year’s is still happening.
A policy review, a new quote, a claims conversation, a commercial appointment: each with its own length, its own location and which agents can take it.
Add your agents with their own logins, working hours and lines of business, so a commercial client reaches the commercial desk and nobody is offered for a policy they do not write.
Each service has its own link, so the renewal letter carries the review link and the website carries a Book Now button for everything else. The letter stops being a prompt to telephone.
The free plan is a plan, not a trial. There is no date at which it stops, no card to add, and nothing that quietly turns off in a fortnight.
An appointment lands in the Outlook or Google calendar your agents already live in, and the paid plans sync it both ways, so when it moves there it moves here and a review cannot be booked into an hour an agent has already given away. On the paid plans a Teams, Zoom or Meet link is generated with the booking and goes out on the confirmation and the reminder.
Picktime runs in a phone browser as well as a laptop, and there are iOS and Android apps, so an agent visiting a commercial client can see the afternoon without ringing the office to ask.
Picktime is insurance agency scheduling software, and it lets clients book for themselves and pay online without the office hiring somebody whose job is answering the telephone. The online calendar shows the availability of each member of staff and directs appointments to them, so a client reaches the agent who handles their kind of policy rather than whoever picks up. Client management keeps policyholder data and booking history together, and contact details are saved in the account rather than in a spreadsheet, so the file is open before the conversation starts. Remote sessions run on Google Meet or Zoom, which sit on the paid plans, with the meeting link included in the booking confirmation email, which is what makes a policy review something a client will do on a Tuesday evening rather than something they keep putting off. The paid plans add automatic email and SMS reminders before scheduled appointments, so a packed schedule does not become a missed one. Staff management holds every agent’s contact details, bookings and daily working pattern in a single place, and the whole account can be run from a phone.
Agency management systems handle rating, policies and carrier data. Picktime handles the diary next to them: reviews, quotes and claims appointments booked from a page, an agent each, free for a single agent, with renewals set as repeating bookings on the paid plans.
Yes. Picktime’s free plan covers a booking page with your appointment types on it, self-service booking and cancelling, client records and email notifications, with no card and no end date.
Yes, on the paid plans. Each agent has their own working hours and the lines of business they write, so a commercial client reaches the commercial desk rather than whoever is free.
Yes, on the paid plans. Set the review as a recurring booking and next year’s goes in while this year’s is still happening, so it lands before the date rather than after it.
Yes, on the paid plans. You write the booking fields yourself, so the page can ask for the policy number, the renewal date and what has changed, and the answers arrive attached to the appointment.
Yes. Location is set per service, so a review carries a joining link generated at the moment of booking while a counter appointment carries the branch address. Jitsi Meet is the connection on the free plan; Zoom, Meet and Teams are on the paid ones.
Yes, on the paid plans. Each branch keeps its own opening hours, its own agents and its own booking page, and everything across them shows in one calendar.
Reviews Annual reviews with the adviser a client already knows, papers sent in advance.
See financial services scheduling
Applications An appointment that is wasted without payslips, and a rate that expires.
See mortgage scheduling
Consultations A paid consultation that is approved before it is confirmed.
See law firm schedulingFree forever for one agent. No card, no trial clock, and your agency can be bookable before the next renewal letter goes out.
Google Calendar
Outlook Calendar
Microsoft Teams
Zoom
Google Contacts