Appointment Booking Software for Insurance Companies and Brokers

Increase bookings, reduce admin, grow your business

Customers rely on your insurance services as an essential way to access the support they need. So making services seamless to access and book is essential to providing great customer service and attracting new business,

The Qudini Customer Experience Software enables insurance companies and brokers to make services easier to access and use. In doing so Qudini saves you time, drives traffic to your business and improves the customer experience.

Helping you to...

  • Increase sales and conversion
  • Grow customer loyalty
  • Save time and improve operations
  • Enhance profitability

Drive traffic to your insurance services with appointment bookings

Drive footfall and increase conversion. Use Qudini Appointment Booking Software to enable customers to pre-book appointments from any channel:

  • Accept appointments from any channel, including: staff members, call centres and via an online appointment booking interface
  • Minimise no shows with automated SMS & Email reminders, calendar links, tailored customer communications and follow-up surveys
  • Manage your customers alongside staff activities on any desktop, tablet or smartphone
  • Access analytics dashboards and email reports to improve resource planning, sales and marketing initiatives

Use it for:

  • General Claims
  • Business-to-business services

Convert website clicks and social media engagement into instant bookings

Easily set-up and customise an online appointment booking interface. Link to this from your website, Facebook page and other social media channels, to enable customers to view your availability and make a booking.

Improve the claims process and your claim team’s productivity

Ensuring a seamless and easy claims process is paramount to generating customer loyalty. Use Qudini Appointment Booking Software to enable customers to pre-book appointments to discuss their claim, online or over the phone.

Use Qudini Queuing System to improve the call centre customer experience. Enable customers to enter their details online to join a digital queue. They will then receive updates online and by SMS until they’re called back for their turn. This reduces the time spent on hold on the phone and improves customer relationships.

Use it for:

  • General Claims
  • Business-to-business services

Improve relationships with your insurance brokers

Your insurance brokers are essential to your insurance firm’s sales and profitability, so attracting and retaining them is essential.

Improve efficiency to trade with more brokers at your regular trade floor events. Use Qudini Queue Management to manage brokers waiting to speak to an insurance advisor. Use Qudini Appointment Booking Software and enable brokers to pre-book appointments to speak to your insurance team.

Hosting engaging and useful events enables you to build relationships with brokers and to train them on new products and services. Use the Qudini Event Management Software to plan and create events that brokers can easily browse online, book and share on social media.

Use Qudini in your head office to improve employee experience and company culture

Learn how you can use Qudini within your head office to:

•  Improve your tech support service
•  Increase engagement with company training, education and cultural events


  • 40%

    Improvement in client satisfaction

  • 10%

    Conversion increase for travel agency

“Conversion has increased since we added Qudini appointments. Loyalty has improved too.”

Store Leader, Thomas Cook



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