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Financial & insurance advisor

Booking software for financial and insurance advisors

A client asks for a quote on WhatsApp, you forget to call back and the policy renewal slips by. With Agendessa meetings are booked online and the annual review comes round on its own.

Try it free See it in action
Financial advisor talking with a young couple at a round table in a bright office with plants

What you get on day one

Starter services for financial & insurance advisor. Times and prices are examples you can change any time.

  • Needs analysis meeting60 min
  • Loan / refinancing advice60 min
  • Insurance quote (car, home, life)30 min
  • Policy signing30 min
  • Annual review45 min · back in 365 days
  • Personal financial plan90 min£85

The client card for Financial & insurance advisor

Fields that appear on the card for your trade, alongside phone, email, notes and history.

  • Product of interest (loan, insurance, investment)
  • Policy renewal date

Rules ready to go

  • A rebooking reminder after each service's usual interval.

How you work with Agendessa

1

Needs analysis, booked online

The client chooses a needs analysis meeting, loan advice or an insurance quote and a free time from their phone.

2

A record with the product and the renewal

On the record you note the product of interest (loan, insurance, investment) and the policy renewal date, so you see it before the meeting.

3

The annual review, without chasing

The annual review comes back after 365 days: the client gets the “Time to come back” message on their own, with your booking link.

4

A reminder before every meeting

The client gets a reminder before the policy signing or consultation and can cancel from the link. Each advisor has their own hours.

Free tools for appointment businesses

Client record and consent templatesLawyers, accountants and consultantsNo show cost calculatorSee what missed appointments cost you per month and per year, in your currency.Empty slot cost calculatorSee what empty hours in your calendar cost you per month and per year, and what you can win back.How many reminders do you needFind out how many messages to send before an appointment, and when, for your type of booking.Cancellation policy generatorAnswer a few questions and get a clear cancellation policy to copy or print.

Frequently asked questions

Is it a CRM for loans and policies?

No. Agendessa does not quote, calculate repayments or keep a policy register. It handles appointments, the client record and reminders.

Can I charge for the personal financial plan?

Yes. Set a payment or a deposit on the service, paid online to your own Stripe account, and issue a receipt or invoice at checkout.

Does it work for a team of advisors?

Yes. Each advisor has their own hours and clients, and the client chooses online who to book with.

Can meetings be online?

Yes. Agendessa books them and sends the reminder, and you hold the video call on the platform you already use.

Does the AI receptionist answer the phone?

If you switch it on, yes. It answers phone calls, WhatsApp and your website chat, checks real free times and books the meeting. It does not give financial recommendations.

Works well with

Accounting firmAccounting firmBusiness consulting & coachingBusiness consulting & coachingLaw firmLaw firm

Can't find your industry? Tell us and we will add it to Agendessa.

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Free sign up, no card needed. The services for your trade are already set up.

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