Turn quote requests into booked calls
A quote request that sits in an inbox for a day usually goes to the agent who answered first. A booking link in your first reply, text or web form gives the prospect a real slot instead of a promise to call back. Renewal outreach works the same way: the client taps a link and picks a time that suits them.
Quote calls, annual policy reviews, claims questions and new client onboarding are different meetings. Each gets its own meeting type, length and owner, so a 15 minute auto quote never lands in a producer slot reserved for a 45 minute commercial review.
Route by line of business and state
A routing form asks which coverage the prospect needs, which state they live in and whether they are an individual or a business. Personal lines go to the personal lines team, commercial prospects reach the commercial producer, and benefits inquiries go to the benefits specialist. Licensing by state is respected because only licensed producers appear for that answer.
When several producers cover the same line, round robin spreads new prospects evenly and skips anyone already booked.
Arrive with the details needed to quote
Custom questions collect the current carrier, renewal date, number of vehicles or employees and the best phone number. The producer opens the appointment with that in front of them, and AI meeting prep briefs summarize the answers so the call goes straight to the quote.
- Separate meeting types for quotes, policy reviews and onboarding
- Routing forms by coverage type, state or business size
- Reminders with reschedule and cancel links to cut no-shows
- Phone, video or in office location in every confirmation
- Client time zone handled automatically
Flat pricing for the whole agency
Agencies add producers, account managers and customer service reps through the year, and per seat tools charge for each. HourMeet charges per team. Starter costs $49 per month for up to 5 team members. Team costs $149 per month for up to 20 members and adds round robin, routing forms and own domain branding. Business costs $499 per month for up to 75 members and adds SSO and an audit log. Yearly billing is 50 percent lower.
A small agency with a few producers fits Starter. An agency that wants routing by line of business belongs on Team. For the full cost comparison read scheduling software pricing per seat versus flat.