Insurance brokers: claim support meetings

When something goes wrong, a client wants to talk to their broker quickly, and the phone may be busy. A booking page with claim support slots gives them a time straight away. With Book, clients book a claim meeting on your own booking page, by video or at the office, and you book any follow-ups from your list.

On Book, each service has a name, a price and an optional description, all shown on your public page. Each slot belongs to one service, sits within one day and has its own capacity.

Durations are examples. Leave the price empty if these meetings are part of your service; a price of zero shows as €0.00.

Open a few short claim slots each day so clients find a time soon. Slots repeat weekly on the weekdays you choose until an end date. Each online booking takes one place, and a booked slot leaves your page. Say in the description that urgent situations should be reported to the insurer's emergency line, according to the client's contract.

The booking form takes first name, last name, email and phone, plus an optional note that reaches you in the new booking email and appears in the client's calendar file. Ask only for the type of claim, such as home or vehicle, and the policy holder's name if different. Say in the description not to put policy numbers, health details or photos in the note, and to send documents by your secure channel.

For video meetings, send your link by email: Book doesn't create video links.

Book follow-up calls yourself from your bookings list as the claim progresses. First and last name are enough; with their email, the client gets a confirmation with a calendar file.

Clients can't move or cancel online: they contact you, and you move the booking from your list. Book doesn't email clients about changes and sends no reminders. Your bookings sync with Google, iPhone or Mac calendars.

Book doesn't handle claims, store documents, take payments or send reminders. One booking page per business, no staff field: with several brokers, create services per broker. See the guide on policy review appointments. Book costs €5/month, everything included: unlimited services and bookings, no commission, no contract.