Online Meeting Scheduler

Easily set meetings with clients and prospects with the online appointment scheduling tool in AMS+.

Simplify the process of scheduling appointments and meetings with your prospects and clients by using an online schedule tool built directly into your insurance-specific management platform.

The appointment scheduler in AMS+ streamlines your team’s calendar management and makes managing appointments significantly more efficient. Create custom booking pages that can be shared with prospects and clients via email, text message, or even posted on your organization’s website.

Use this tool to simplify enrollment season and manage the client touchpoints your team has throughout the year. Once the appointment is set, create customizable appointment reminders that can automatically be sent to all parties involved.

Automate Appointment Reminders

Reduce your appointment no-show rates with customizable automated appointment reminders. Send email and text message reminders to prospects, clients, and agents to ensure everyone shows up in the right place at the right time.

Gather New Health Insurance Leads From Booked Appointments

If a new lead or prospect schedules an appointment with an agent on your team, their information will instantly populate as a new lead record in AMS+. Once that lead record exists, the agent can fill out their information, add notes, attach documents, and continue working the lead with ease.

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See Real Client Experiences

See All Testimonials

"I looked for something for my small agency for a very long time. I'm not a big agency. I don't do financial planning, I don't do P&C. I'm a life and health agent in the health insurance marketplace, and AgencyBloc's platform is just a great fit for us."

Cathy B.
CB Health Insurance

"I am just thrilled with AgencyBloc and how much more of a streamlined agency I have because of the system. It makes me look good that I have all that information, basically at the tip of my fingers. It's phenomenal."

Sheryl C.
Vista Point Insurance Services

"One of the difficult things, when you're a single agent like I am, is that you don't have time to manage your database. I was really missing a complete database with all of my information in one place. AgencyBloc solved that problem for me. It has saved me hours every month of going through my commissions line by line. It's well worth the investment and well worth the time to manage your data properly."

Randy F.
Foulds Health Insurance Agency

"We have been using AgencyBloc's Commissions+ solution for our commissions processing here at our FMO for several years, and we wanted our full team to be able to take advantage of having a completely integrated, web-based system where we could view all agent data in one place."

Laura G.
National Contracting Center

"This system is very, very, very good for us. Commissions+ is a plus plus plus. I can save like 2-3 weeks just on commissions. I know exactly who I'm getting paid by, who I have to pay, and how much our revenue yearly is. My coworkers, my team, and my downlines work with it perfectly. I can see where my agency is regarding how we are growing monthly, quarterly, and yearly. It's like having 2-3 separate systems in one."

Adrian C.
Avila Insurance Corp.

FAQs About Appointment Scheduler in AMS+

What is the online appointment scheduling feature 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.
How does the scheduler streamline meeting and appointment management for insurance agencies?
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.
Can the appointment scheduler send automated reminders and reduce missed appointments?
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.
How does the appointment scheduler integrate with lead capture and my agency’s follow-up workflow?
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.
How do I get started using the appointment scheduling feature in AMS+?
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+.

Online Appointment Scheduling Links for Health Insurance Agents