Insurance scheduling software
A renewal conversation has to happen before the date, not after it, and five hundred policies do not remind you. Smarfle schedules the conversation backwards from each renewal, so you reach the client while there is still a decision to make.
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Why generic scheduling software fails insurance owners
Generic scheduling tools weren’t built for insurance. Smarfle was.
Generic scheduling software
What everyone else gives you
- The policy date is not driving anything
- The year ahead is not laid out anywhere
- A thirty-minute review costs a fortnight of missed calls
- Policy dates live in a separate system
Smarfle for insurance
Built for your actual workflow
- It is scheduled backwards from the policy date
- The year's renewals are readable by month in advance
- The client books their own hour
- Renewal date and review interval are fields on the client
How insurance scheduling works in Smarfle
From the first touch to the closed loop. No missing pieces.
- 1
When the policy is written
Its renewal date goes on the record, because everything about the conversation twelve months out is scheduled backwards from it.
- 2
Six weeks before renewal
The conversation is placed while there is still time to shop the market, rather than a week out when there is not.
- 3
The client takes the appointment
The policyholder chooses their own hour, which ends the fortnight of missed calls between an agent and somebody who is at work all day.
- 4
Before the deadline
A reminder goes out with enough notice that a renewal is a decision rather than something that happened automatically.
- 5
When the review closes
The following year is dated, so a book of five hundred policies maintains its own rhythm.
Where insurance scheduling breaks down
The friction every insurance owner recognizes.
Renewal conversations happen after the renewal
Nothing surfaced the date in time, so the policy rolls over and the client finds out what it cost afterwards.
A heavy month is discovered in the middle of it
Nothing lays the year out ahead, so a quarter carrying twice the usual load announces itself only once you are inside it.
Telephone tag with somebody who works all day
Both sides leave messages for a fortnight to arrange a thirty-minute review that either could have booked in a minute.
Renewal conversations have a window
A policy renews on a date and the conversation has to happen before it, not after. Five hundred policies spread across the year is around forty renewal meetings a month, each with a deadline attached.
500
Policies
42
Renewals a month
4
Weeks of notice
Based on typical insurance operations. Your numbers may vary.
Features powering insurance scheduling
Each one a deep-dive in its own right.
Renewal meetings arrive before the date
Each policy's renewal generates its conversation with enough notice to actually have it.
Learn moreClients book their own review
A policyholder picks a time from a link instead of playing telephone tag with an agent.
Learn morePolicy dates are fields you define
Renewal date, carrier and the review interval are recorded on the client so prompts fire on the right day.
Learn moreThe book is visible by month
Whose renewal falls when reads off one calendar, so a heavy month is planned for rather than discovered.
Learn moreInsurance scheduling software questions
Moving your insurance scheduling software off another tool?
Most insurance businesses arrive at Smarfle from one of the tools below. See a side-by-side comparison.
Other insurance tools
Smarfle ships scheduling software alongside the rest of your CRM.
Scheduling software for other industries
Same scheduling engine, tuned for each vertical.
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