Insurance brokers: policy review appointments

A yearly review keeps a client's cover in line with their life: a move, a new car, a growing business. Arranging those reviews by phone, one client at a time, takes days. With Book, you book yearly reviews from your list, each client gets the date in their calendar, and new clients book a first review on your own booking page.

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 reviews are part of your service; a price of zero shows as €0.00.

At the end of each review, book next year's review yourself from your bookings list. First and last name are enough; with their email, the client gets a confirmation with a calendar file. Book doesn't send reminders, so the calendar file keeps the date in front of them.

Open first review slots on your page. 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.

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 what changed, such as a move or a new vehicle. Say in the description not to put policy numbers or health details in the note, and to send documents by your secure channel.

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

Business reviews take longer. Give them their own service and slot length, and book them in the business contact's name.

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. Your bookings sync with Google, iPhone or Mac calendars.

Book doesn't compare policies, 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 claim support meetings. Book costs €5/month, everything included: unlimited services and bookings, no commission, no contract.