Insurance Appointment Scheduling Software

Your office sleeps. Your bookings don’t.

Insurance consultations get booked around the clock, automatically, so your team can focus on actual client work. Zeeg is Europe's leading AI voice agent and appointment scheduling software. GDPR-compliant, for insurance agencies and brokers. Any booking scenario, online and by phone.
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4.9/5 ⭐⭐⭐⭐⭐
Eine freundliche Versicherungsmaklerin am Schreibtisch telefoniert über ein Headset in einem modernen Büro. Im Hintergrund ist ein Firmenschild mit der Aufschrift 'HVS – Versicherungen' zu sehen, auf dem Schreibtisch befinden sich zwei Monitore mit Analysesoftware.

Insurance appointment scheduling
for every agency

Five appointments a day or fifty? Zeeg has you covered.

Auto & Mobility

High volume, low effort. Clients book consultations directly online, even outside office hours.

Private Insurance

Your client books their own appointment, whenever it suits them. You get a confirmation, they get a reminder.

Commercial Insurance

Complex questions and high-value clients?Zeeg routes your clients automatically to the right advisor.

Health Insurance

Sensitive topics need the right setting. Clients book discreetly and get an instant confirmation via email or SMS.

Life & Annuity Insurance

Long-term relationships start with the first appointment. No lead waits, no appointment gets lost.

Property & Casualty Insurance

Complex policies need a personal conversation. Zeeg logs the appointment automatically while you’re with a client.

Zeeg

More than a booking page. The appointment scheduling software insurance agencies need.

Book online, reachable around the clock

Clients book consultations directly through your personal booking link, whenever it suits them. Auto consultations, health insurance, new policies, you name it - each appointment type gets its own page. With your branding. Bookable by phone too.

Consultations land straight in the calendar

Zeeg checks your availability in real time and adds every appointment instantly. No double bookings, no manual work. Compatible with Google, Apple, Microsoft Exchange, Outlook, Proton, and more.

No appointment gets forgotten

Every booking triggers an automatic confirmation. Reminders go out on time with the info you need. And the follow ups can go via email, SMS or even on a phone call. Your team focuses on policies, not admin work.
Routing rules

The right inquiry. The right advisor.

Claim, policy question, or new business? No matter what the contact is about, Zeeg recognizes the request and routes the client straight to the right advisor. No lead or client ends up with the wrong person.

Collect consultation fees at booking

Clients pay directly at booking via Stripe or PayPal. No invoicing, no outstanding payments. The appointment is confirmed only once payment clears.
Convenient payment process

How Zeeg compares

Zeeg
Calendly
Timify
Price
From €10/month
From €10/month
From €25/month
Customers can book online around the clock
24/7 Phone booking via AI voice agent
Automatic appointment confirmations & reminders
Fair lead/client distribution among your team (round-robin)
Lead routing based on your rules
Consultation fee collected at booking
GDPR-compliant on German servers
GDPR via DPA, US servers
Insurance agency branding & white-label
Add-on only
Individual, group & collective appointments
Calendar integration
Google, Outlook, Exchange,
Apple/iCloud, Proton, CalDAV
Google, Outlook, Exchange
(no iCloud since Aug. 2024)
Google, Office 365 (Premium+),
Exchange (Enterprise only)
Scales with your insurance agency
Features

Less admin. More advising. That’s Zeeg.

Online Booking

Clients book their consultation directly through your link. Auto, health, commercial. A dedicated page for every insurance type, bookable around the clock.

Phone Booking

Zeeg answers calls and books consultations automatically — even while you’re on with another client.

Calendar Integration

Every appointment lands instantly in the right advisor’s calendar. Google, Apple, Exchange, Outlook, and more.

Lead Routing

Zeeg identifies the client’s request and routes them straight to the right advisor. No client ends up with the wrong person.

Round-Robin Distribution

Appointments are distributed evenly across all available advisors. Fully automatic, no manual intervention needed.

Client History

Every booking is saved with details and notes. Your client data grows automatically with every conversation.

Automated Workflows

Confirmations, reminders, and follow-ups go out automatically. Your team focuses on advising, not chasing.

Consultation Fees at Booking

You can have your clients pay the initial consultation fee directly at booking. Your Stripe or PayPal accounts can be connected.

Agency Branding

Your booking page carries your logo and colors. Clients experience your agency, not a third-party tool.
Integrations

Your insurance business
has an infrastructure, and Zeeg fits right in.

Google Calendar logo

Google Calendar

Microsoft Outlook logo

Outlook Calendar

Microsoft Office logo

Office 365 Calendar

Microsoft Exchange logo

Microsoft Exchange

Apple logo

iCloud Calendar

Google Meet logo

Google Meet

Zoom logo

Zoom

Microsoft Team logo

Microsoft Teams

Skype logo

Skype

PayPal logo

PayPal

Stripe logo

Stripe

HubSpot logo

HubSpot

Pipedrive

Salesforce

Google Analytics logo

Google Analytics

Meta logo

Meta Pixel

Webhook icon

Webhooks

Okta logo

Okta

SSO icon

SSO / SCIM

Webex logo

Webex

Whereby logo

Whereby

Zapier logo

Zapier

Over 20,000 users already trust Zeeg

Bio Company - Dark logo
Sparkassenverband Bayern - Dark logo
Blau Direkt - Dark logo
Joyn - Dark logo
Verivox - Dark logo
RWTH Uni - Dark logo

Success stories from our users

See how teams save 10+ hours weekly
by combining scheduling, forms, and digital presence with Zeeg

Frequently Asked Questions

How does Zeeg work as appointment scheduling software for insurance agencies and brokers?
Zeeg as your insurance appointment scheduling software lets clients book consultations online themselves, or via an AI phone call. Without the back-and-forth, it handles the entire process: availability, confirmation, reminders, and routing to the right advisor. Zeeg is Europe’s leading AI phone assistant and appointment scheduling software in one solution — GDPR-compliant, made in Germany.
Can I create separate booking pages for different insurance types?
Yes. With Zeeg you create a dedicated booking page for each insurance type — life, health, auto or commercial, for example. And you can add specific questions for each one, routing rules, etc.
How does Zeeg automatically route clients to the right advisor?
Zeeg identifies the responsible advisor based on the appointment type booked and assigns it automatically. You can create specific questions for when they book, and — based on their answers — route them to the right advisor. By specialization, location, deal type, etc.
Can clients book a consultation over the phone with Zeeg?
Yes. Zeeg’s AI phone assistant answers calls and books consultations automatically, even outside office hours. No call goes unanswered, no appointment gets missed.
Can I collect the consultation fee directly at booking with Zeeg?
Zeeg supports payments via Stripe and PayPal directly in the booking flow. If you set it up, your insurance appointment is confirmed only once the payment is done.
Is Zeeg GDPR-compliant?
Yes. Zeeg is fully GDPR-compliant and stores all data on German servers. For insurance agencies handling sensitive client data, that’s a decisive difference from US-based providers.
How quickly can I set up Zeeg as my insurance appointment scheduling software?
Most insurance agencies are live in just a few minutes. No code, no IT support needed. Create a booking page, connect your calendar, share the link. If you want, you can also set up your phone booking system quickly.

Your clients book, you advise.

14-day free trial, no credit card needed.