The Challenge
Scheduling Tools Are Just Another Line Item in Your Budget
There are a lot of roles a health insurance agency has to play. But that doesn't mean you have to buy a different tech solution for each. Investing in third-party software can bring advantages, but at the end of the day, it silos your data, adds to your budget, and increases the number of browser tabs you have to manage.
Common pain points when using third-party scheduling tools include:
- Additional login information to manage
- Budget allocation
- Siloed data prevents your team from increasing productivity and reduces visibility across departments
- Mismatched experiences for clients
- Another support team to call
The Solution
Client Scheduling Tools Included in AMS+
AMS+ eliminates these issues with a built-in scheduling system:
- Custom schedules allow every agent to create unique links that they can send to their clients
- Pre-created landing pages can house all of your meeting options in one location
- Automated reminders alert attendees of upcoming appointments to reduce no-shows and missed opportunities
- Easy-to-send links make it simple to include your unique link in communications with clients and prospects
Want to see how this works in action?
Experience the low-lift appointment scheduling tool in AMS+.
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You've got questions. We've got answers.
FAQs About Appointment Scheduler in AMS+
The online appointment scheduler is a built-in tool within AMS+ that lets health insurance agencies create custom booking pages and links for prospects, clients, and agents. It allows contacts to self-schedule appointments, which automatically populate in your AMS+ Activity Calendar.
By using the appointment scheduler in AMS+, agents and staff can:
- Share booking links via email, text, or website so clients can pick a time to meet.
- Automatically capture new leads when someone schedules an appointment from the website or social media.
- Set up automated reminders (email & SMS) to reduce no-shows.
- Automatically send and obtain signed compliance documents for Scope of Appointment (SOA) and ACA.
Yes. The appointment scheduler in AMS+ supports customizable automated appointment reminders via email and text message to both clients, prospects, and agents. This helps reduce no-show rates and keeps everyone on the same page.
When someone books a meeting through your booking page, AMS+ will automatically create a new lead record in the system. They can access the booking page from a link or by visiting the embedded page on your website. From there, you can attach tasks, workflows, or follow-up communications linked to that lead, ensuring the meeting generates actionable next steps.
The online appointment scheduling tool is available with every AMS+ account. Follow these steps to get started:
- Schedule a demo
- Sign a contract and start your own AMS+ account
- Set up your booking page(s) — define available time slots, agent/rep assignments, types of appointments (i.e., enrollment review, policy consultation).
- Link to the booking page on your agency website, on social media, and within email communications
- Create automated reminders
Once set up, your agency will have a streamlined scheduling process integrated directly into AMS+.
Reach out today to get more of your scheduling, automation, and AMS+ questions answered.
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