AI by industry · Insurance agencies
Online booking for insurance agencies
Insurance agents spend a lot of time trading calendar messages. A booking page can offer a quote call, a policy review or a renewal conversation, route to the agent licensed for that line, and ask for the few details needed beforehand. Customers pick a time without waiting for a reply.
Map your agency: see what could run on its own
Enter your website. The Brain reads it and shows every step of your insurance agency that could run on its own, and what we would build first. Free, about 20 seconds, no sign-up.
Not ready? See an example map
Route by line
Personal lines, commercial and benefits often belong to different people. The booking page can ask what the person needs and show the right calendar.
Ask whether they are a current customer. A policyholder with a billing question should go to service, not sales.
Gather before the call
For a commercial quote, you may need business type, payroll and claims history. Asking in the booking form saves the first part of the call.
Short forms get completed. Ask only what the agent needs to start the conversation.
Reminders reduce no-shows
A text the morning of the call and a reminder of what to have ready keeps meetings from slipping.
Add a link to the booking page in quote emails, so a shopper can say “yes, call me” with a tap.
Picture this
Examples of what it can look like in a insurance agency. Illustrations, not clients.
A small business owner books a 30-minute review and fills in her trade and number of employees.
A young driver’s parent books a call about adding a car, and the agent sees it ahead.
An agent on vacation has her slots closed, and shoppers see her colleague’s.
Map your agency in Westward’s Brain
Enter your website. The Brain reads it and shows every step of your insurance agency that could run on its own, and what we would build first. Free, about 20 seconds, no sign-up.
Not ready? See an example map
Questions
Can it book in-person visits?
Yes. Add a location and a reminder with directions.
What about people who prefer to call?
Keep the phone line. The booking page is an extra door, not a replacement.
Can it route to the producer who knows the trade?
Yes. Route by line of business or trade, so a restaurant owner talks to someone who writes restaurants.
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