Online booking
Clear and fast.
Hotel feature
Appointments and calendar: for insurance and financial advisors
The client books online; before the meeting the adviser finds the client file, open topics and deadlines in front of them. The reminder goes out automatically.
- English and the community languages your customers speak
- EUR, IVA and local levies
- Data protection under GDPR
Meetings do not drag on needlessly
Duration and required documents are defined per appointment type; the client uploads relevant documents when booking. As soon as the meeting ends, notes and next steps are written to the file and a follow-up task opens automatically.
Your benefits
How we work
- 1
Clarify requirements
By e-mail we discuss your property, your workflows and your goals and agree on the scope.
- 2
Build and connect
We build the solution to fit your hotel and connect it to your existing systems.
- 3
Test and launch
We test with real workflows, train your team and only go live when everything is right.
Spanish specifics
Video-call tools and recording rules depend on the firm’s choice and client consent.
Frequently asked questions
Does it sync with my calendar?
Two-way sync is planned according to the calendar service chosen.
Related topics
Client file
The client’s personal details, family members, policies, documents and meeting notes are held in one file.
Learn moreDeadlines and reminders
Renewal, termination and payment dates appear in one calendar; reminders go to the adviser and client as a deadline nears.
Learn moreClient portal
After a secure login the client sees their policies, documents and appointments and can report a claim and upload documents.
Learn more