The secure online appointment for more efficient insurances
Get a digital edge over your competition. Especially in the age of digitalization, an attractive customer experience is more important than ever.
Insurance companies and health insurers with the highest standards of data protection choose Calenso
- Flexible and scalable
- 100% data protection compliant
- Customizable design
The number of appointments booked with our insurance consultants is constantly increasing, and we appreciate the uncomplicated and cooperative partnership between Calenso and Sanitas.
Ramez El Chami
Sales Manager | Sanitas Health Insurance
Working with Calenso works smoothly. We are especially thrilled with the responsive and competent customer service. We can highly recommend Calenso.
Anne Bode
Head of Health Management | CSS Insurance
Since we started using Calenso, consultants can do more appointments per day, have a better overview of clients, and information is automatically entered into our CRM system before the appointment.
Maik Fettig
Strategy and Innovations Manager | Helvetia Insurance
With Calenso, we have found a Swiss company that can also cover our country-specific peculiarities. The cooperation is really fun.
Pasquale D'Agostino
Groupe Mutuel
Our team uses Calenso every day and saves a lot of time by making appointments online. Innovative company with very good support! Highly recommended.
Diego Hugentobler
Team Leader, Lic. Financial Advisor | Swiss Life Select
Customer Success not only impresses with its competent support, but is also extremely fast. We are very happy with Calenso!
Luke Joos
Project Manager | ÖKK
Tailored functions for the insurance industry
Every industry deals with different difficulties in everyday work. Based on customer surveys and our own experience, we have highlighted the most important functions of Calenso for your company.
Customer management & reminder
Customer management & reminder
With Calenso you can expect a clear customer management. You can leave individual notes for your customers and keep track of their appointment history. Furthermore, you can ask your customers to answer questions before completing an appointment booking, in order to be as ideally prepared as possible for the conversation. With the reminder function you additionally prevent appointment cancellations and idle times.
Learn moreSynchronize the calendars of all consultants
If you have already recorded your appointments digitally now, you don't have to get used to it. Calenso allows you to connect several external, private calendars per employee. By the way, you can enter your vacations and absences into your external calendars as before. If you need preparation or follow-up time for certain appointments, you can enter this explicitly for these services. Calenso calculates all free appointment windows with all considerations automatically. Therefore overbooking and appointment collisions are a thing of the past.
Learn moreSynchronize the calendars of all consultants
Speak the language of your customers
Speak the language of your customers
You offer consultations in different languages? That's great! Your customers certainly appreciate that. That's why Calenso is also available in multiple languages. Customers can easily switch to their native language when booking an appointment. You only need to translate your offer, as the rest of the words are already translated.
Learn moreCustomer service in an intelligent way
You want feedback from your customers for your consulting? With Calenso Smart Actions you can do this automatically with one mouse click - right away for all your customers, after every appointment. In addition, there are other intelligent helpers that support you in customer care, retention and recovery.
Learn moreCustomer service in an intelligent way
Your digital consulting process with Calenso could look like this:
Interest aroused?
Let us convince you!
Insurance companies benefit from these advantages
Undisturbed work
Insurance advisors can focus on their core competency, as every effort around the appointment itself is taken care of by Calenso.
24/7 availability
Your insurance consultants work from 08:00 - 17:00? No problem - Calenso works for you around the clock.
Competitive advantage
Many customers switch to another provider if they cannot reach them or the digital customer experience is not satisfactory.
Customer satisfaction
Your customer satisfaction will increase many times over with great confirmations, reminders and follow-ups.
Gain more information
Gain more information
Convert visitors into valuable insurance customers by having them fill out surveys or configurators. The collected information can be automatically transferred to your ERP or CRM system via the Calenso interface.
Automate your appointment making
Let your leads book appointments around the clock. Calenso not only calculates all free appointments by matching multiple calendars, but of course also reminds your customers of upcoming appointments.
Automate your appointment making
Conclude contracts online
Conclude contracts online
With our smooth Unblu E-Sign feature, you can provide case-closing advice by having your customers sign contracts directly online.
Increase your customer satisfaction
Send automated follow-ups after each appointment, where your customers can rate the appointment and share their opinion. Follow-ups improve your customer satisfaction many times over!
Increase your customer satisfaction
Conversation platform for insurance
Conversation platform for insurance
Take your insurance to the next level with seamless collaboration between Unblu and Calenso. Unblu enables secure communication with customers via video consultation, co-browsing, live chat function and secure messaging. The biggest benefit here is that Unblu allows you and your customers to view documents together.