Let clients book a policy review or new-quote consultation online, and keep annual renewals from slipping through the cracks with automated reminders.
Bill in your currency · No contracts · Cancel anytime
Clients book new-quote consultations and annual policy reviews online, against your real availability.
A custom intake form collects policy type and current coverage details before the call, so it starts with the context already in hand.
Automated reminders before scheduled review appointments help keep annual renewals from becoming a missed call.
Online booking for consultations and policy reviews
Custom intake form for coverage type and current policy
SMS and email reminders before every meeting
Client profiles with notes and appointment history
Manual approval or auto-confirm for new clients
Multiple brokers with individual booking pages
Google Calendar sync
Cancellation policy with late-cancel fee
Bill in your own currency with tax fields
Privacy-conscious client data handling
Google review request emails
Mobile app to manage bookings on the go
Trust foundation
Pulse uses real review requests after completed appointments, verified-business badges for identity-checked businesses, and public security and privacy pages so clients can evaluate the booking experience before they commit.
Built for service businesses worldwide
Charge in a supported currency, set your own tax rate and label (VAT/GST/sales tax), and work in English or French.
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