Scheduling for underwriters

Let agents book your underwriters directly

Most submissions die in a voicemail loop. Scheduled time on a calendar is what replaces it.

Voicemail loops

Double-booked underwriters

Unqualified calls

No-shows

What the booking platform does

Agents book against your underwriters' actual availability.

Collect the class, state and loss history up front so the call is worth having.

Each submission goes to the underwriter who writes that program.

Calendar sync prevents two agents landing on the same slot.

Does it replace our submission process?

No. It replaces the scheduling around it. Agents still submit the application through your normal channel.

Can we set different availability per underwriter?

Yes. Each underwriter publishes their own hours and blocks.

What happens to no-shows?

The slot frees automatically and the agent is notified. You can also require confirmation before the call.

What changes when booking is self-service.

Item	Before	After
Time to reach an underwriter	Hours to days	Immediate slot booking
Calls with incomplete information	Common	Qualified before the call
Double bookings	Frequent	Prevented by calendar sync
No-shows	Unmanaged	Automatic reminders and release

Tell us how many underwriters and programs you run and we will show you the setup.

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