Appointment scheduling software for insurance brokerages

Appointment scheduling software for insurance brokers

Zeeg lets customers book consultations online, around the clock and straight with the advisor responsible. GDPR compliant, made in Germany.

Sercan Sek - DomusMariya LazarevaTim Schmitz - work4allemitheteacherJan Hecker - Jodel
Over 20,000 users · 14 days free, no credit card
★★★★★
4.9/5
CapterraGetAppG2
  • blau direkt
  • Verivox
  • SDV Servicepartner der Versicherungsmakler
  • DFH Deutsches Finanzhaus
  • dbfp
  • KOSH Group
  • BERGER Finanz- und Versicherungsmakler
  • buXperts
  • Kugler Finanzmanagement
  • novum Versicherungsmakler
  • W&P Versicherungsmakler
At a glance

Appointment scheduling software for insurance brokers at a glance

Appointment scheduling software shows customers your brokerage's free times so they can book their consultation themselves. Zeeg checks your calendar in real time, books with the advisor responsible, enters the appointment and sends the confirmation and reminders.

Start for free
Workflows with SMS reminders from €10 per user per month with annual billing.
With your calendar
Outlook, Google, Exchange, iCloud and any CalDAV calendar.
Servers in Europe
GDPR-compliant, stored encrypted, with a data processing agreement.
For every line

Which appointments do a brokerage's customers book online?

Car insuranceCustomers who want to switch book a short consultation before the deadline, by video or phone.
Disability and healthCustomers book a longer consultation, and you settle the health questions in the meeting.
Retirement planningProspects book their first meeting themselves, often in the evening.
Commercial insuranceBusinesses book with the commercial specialist, together with you if you want.
Annual reviewExisting customers pick a slot to review their policies.
Team with specialistsA routing form asks for the line and books with the advisor responsible.
Availability

Customers book in the evening, you advise in the morning

Many customers only think about their insurance after work. With your booking link they pick a free slot themselves, even at 10 pm. When you get to the office in the morning, the consultations are already in the calendar, with no callback and no email back-and-forth.

Joint appointments

Broker and specialist in one meeting

For commercial or retirement advice you bring in a specialist. A collective meeting only shows the customer times when you are both free, because Zeeg checks both calendars at once. Everyone gets the link to the video consultation with the confirmation.

Routing

Every line with the right advisor

A routing form asks before the booking what it is about: car, disability, retirement or commercial. Following your rules, the customer books with the team responsible, shared out by round robin according to availability.

Fewer no-shows

Customers come prepared

Every booking starts a workflow: confirmation at once, a request three days before to have the current policies ready, an SMS reminder shortly before the appointment. Anyone who can't make it reschedules themselves through the link in the email instead of simply not turning up.

Customers prefer to call?

Zeeg's AI phone agent answers your brokerage's calls and books consultations into the same calendar.

AI phone agent for insurance brokerages
Online and by phone, in one calendar
Getting started

How to set up appointment booking for your brokerage

No code, no prior knowledge. Set up in minutes, and from then on customers book themselves.

1

Create consultations

A scheduling page for each line, for example car, disability or commercial, each with its own length and its own advisors.

Car insurance consultation 30 min
2

Connect your calendar

Zeeg reads each advisor's appointments from Outlook, Google, Exchange or iCloud and only offers free times.

Outlook connected
3

Share your link

On your website, in your email signature or straight to the customer. From then on customers book themselves, in the evening and at weekends too.

On the website embedded
Comparison

Zeeg, Calendly and TIMIFY for insurance brokers compared

Online booking, team distribution and data protection, compared using the providers' own information.

FeatureCalendlyTIMIFY
Appointment booking
Free planStarter, 2 scheduling pagesFree, 1 event typeClassic, one resource
Pricing modelper user, from €10per seat, from €10per location and number of resources, from €25
Share customers across the teamRound robin and routing forms, from Business, €16Round robin and routing forms, from Teams, €16by attributes and availability
CalendarsGoogle, Outlook, Exchange, iCloud, CalDAVGoogle, Outlook, Exchange, iCloud only for existing connectionsGoogle and Microsoft 365 from Premium, Exchange from Enterprise
Video meetingsZoom, Teams, Meet, Webex, alfaview, DemodeskZoom, Meet, Teams, GoTo Meeting, WebexZoom and Teams, from Enterprise
Phone
Book appointments by phoneAI phone agentCallie, AI assistant by email and chat, in beta
Data protection
Server locationEuropeUSA and other countries, according to its privacy policyFrankfurt (AWS), selectable at sign-up
Data processing agreement (DPA)Part of the customer terms

Prices per user (Calendly: per seat, TIMIFY: per location) per month with annual billing, plus VAT. Details on the providers, with sources, on our pages Calendly alternative and TIMIFY alternative.

Data protection

Data protection for brokerages

As an insurance broker you process your customers' contracts, claims and often their health data. Zeeg tells you exactly where each piece of data sits and who processes it.

GDPR compliantSoftware Hosted in Germany 2026, Bundesverband IT-MittelstandSoftware Hosted in Europe 2026, Bundesverband IT-Mittelstand

Two-factor sign-in for every account, SSO and SCIM from the Scale plan.

Servers in Europe

Zeeg stores appointments, contacts and form answers with Telekom in data centres in Europe, encrypted at rest and in transit.

Call data in the EU

The AI phone agent stores conversations in the EU, and telephony runs through Ireland. Without a transcript, the voice service stores nothing from the call.

Data processing agreement

Zeeg signs a data processing agreement under Art. 28 GDPR with every customer.

Health data under Art. 9 GDPR

Health and disability insurance often involve health data. Ask in the booking form only what you need for the appointment, and settle the rest in the meeting.

Features

Features of the scheduling software for insurance brokers

Customer reviews

Teams that run their bookings and calls on Zeeg

4.9
★★★★★
out of 5 on OMR Reviews
OMR Leader Meeting ManagementOMR Top Rated Meeting ManagementOMR Top 100 Software 2026
★★★★★
Verified
After hours and on holidays: my clients’ AI voice agent
“I’ve now set up five clients with Zeeg, including law firms, media agencies and a skin clinic, and for all of them the AI voice agent matters most. It answers calls on holidays and after hours, answers callers’ questions and books the appointment straight into the business’s Google or Outlook calendar.”
F
Fatemeh
Freelance IT administrator, FN IT Consulting
1–10 employees
★★★★★
Verified
Scheduling for practices, partners and investors, with an AI voice agent
“Every morning, the first thing I check in Zeeg is what our AI voice agent has arranged since yesterday. It asks callers the first questions and then books the right appointment. […] The agent also calls out on its own: contacts we want to follow up with get a call with their own greeting at a set time.”
N
Noah
Co-founder, Aniva Health
11–50 employees
★★★★★
Verified
Great tool for our bookings
“The practical, simple setup of the AI voice agent deserves a special mention. The AI voice agent also sounds authentic and helps us take customer enquiries and bookings 24/7.”
P
Philip
Founder, Eliona
1–10 employees
★★★★½
Verified
User-friendly, flexible and customizable
“Zeeg lets us tailor scheduling to every one of our use cases. We mainly use round robin and group events with specific presets that are easy to set up.”
J
Justus
COO and Co-founder, GAM Medical
51–100 employees
★★★★★
Verified
Scheduling the way it should be
“We used to use Calendly and have now switched to Zeeg.me completely, and honestly, I’m thrilled!”
S
Sirko
Managing director, KLINKER HAUS
1–10 employees
★★★★★
Verified
Interview scheduling by link, with data staying in Germany
“I add the link to every email to recruiters, and they pick a free time themselves. Thanks to the two-way sync with my Google Calendar, only times when I’m not in a lecture or another call show up, so I haven’t had a single double booking.”
N
Nima
Industrial engineering student, TU Berlin
★★★★★
Verified
Great tool: strong data protection, easy to use and affordable
“Round robin events and adding the link to our email signature and website are super easy. The prices are more than fair […]”
N
Nils
Head of Marketing and Sales, IDEAL GROUP
501–1,000 employees
★★★★½
Verified
A good German alternative on the market
“Especially when handling client data, it matters who stores the data, where and how. […] Zeeg is a very good German alternative here: easy to use, with every feature you need.”
M
Mathias
Lawyer, Consultatio Strafverteidiger
1–10 employees
★★★★★
Verified
Zeeg is perfect for my work as an insurance agent!
“Zeeg makes scheduling with my clients easier every day. I send my clients the link, and they can easily book a time that suits them.”
M
Markus
District manager, DEVK
1–10 employees
Excerpts from verified reviews on OMR Reviews, shortened and translated from German.
Read all reviews on OMR →
Integrations

Connect the tools you already use

Calendars, video conferencing, CRMs, payments, analytics and single sign-on: Zeeg connects to the tools your team already works with.

Google Calendar
Outlook
Exchange
iCloud
CalDAV
Google Meet
Zoom
Teams
Webex
alfaview
Demodesk
HubSpot
Pipedrive
Salesforce
Stripe
PayPal
Zapier
Slack
Google Analytics
Meta Pixel
Matomo
Okta
OneLogin
SSO / SCIM
Industries

The scheduling software in other industries

Pricing

Pricing for online scheduling

Start free, forever. Paid plans are priced per user per month, with a 14-day free trial and no credit card required.

Billing interval

Starter

For getting started

Free
Free forever
Get started
Highlights
  • 2 scheduling pages
  • Unlimited events
  • Event notifications
  • Video conferencing

Professional

For freelancers

€12 per user per month billed monthly, or €10 billed annually (16% less), excl. VAT.

Try for free
Everything in Starter, plus
  • Unlimited scheduling pages
  • Workflows
  • CRM essentials
  • API & webhooks

Business

For teams

Most popular plan. €20 per user per month billed monthly, or €16 billed annually (20% less), excl. VAT.

Try for free
Everything in Professional, plus
  • Round-robin
  • Routing forms
  • CRM integrations

Scale

For organizations

€40 per user per month billed monthly, or €30 billed annually (25% less), excl. VAT.

Try for free
Everything in Business, plus
  • Custom objects
  • SSO & SCIM
  • Priority support
Add the AI phone agent: from €49 a month for 250 minutes. It runs on its own minute packs.Minute packages

Large organization? Enterprise comes with custom pricing and a dedicated account manager: Contact sales · Compare all features

FAQ

Frequently asked questions

How does Zeeg's scheduling software for insurance brokers work?

Customers open your booking link, pick the right consultation and a free slot, and enter their details. Zeeg checks your calendar in real time, enters the appointment and sends both sides a confirmation.

What does the scheduling software for insurance brokers cost?

You start for free, with no credit card. Workflows with reminders by email and SMS come with the Professional plan for €10 per user per month with annual billing. Round robin, routing forms and collective meetings for brokerages with several advisors come with the Business plan for €16.

Can I make each line bookable separately?

Yes. You create a separate scheduling page for each line, for example car, disability, retirement or commercial. Each page has its own times, its own advisors and its own questions before the booking.

Can I schedule consultations together with a specialist?

Yes, with a collective meeting. Zeeg then only offers times when everyone scheduled is free. Collective meetings come with the Business plan.

Can customers reschedule their appointment themselves?

Yes. Every confirmation contains a link the customer uses to reschedule or cancel. You decide how close to the appointment they can still reschedule.

Does Zeeg work with my broker management software?

Zeeg does not replace your broker management software, it complements it: contracts and claims sit there, Zeeg handles appointment booking. Zeeg has no direct connection to it; you pass bookings on by webhook or Zapier.

Is the scheduling software GDPR compliant?

Zeeg stores appointments and contacts encrypted on servers in Europe and signs a data processing agreement with you. Health questions for health or disability insurance are best asked in the meeting, not in the booking form.

How does Zeeg differ from Calendly and TIMIFY?

Zeeg stores appointments and contacts on servers in Europe, connects iCloud and any CalDAV calendar as well as Google and Outlook, and books by phone too with the AI phone agent. TIMIFY charges per location instead of per user. Round robin costs the same at Calendly and Zeeg, €16 per user. As of October 2026.

Try appointment booking for your brokerage

Start your 14-day free trial today. No credit card required.

Try for free