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Best insurance broker booking software to grow your business

Smart scheduling, seamless payments, and automated reminders — built to keep your calendar full and customers coming back.

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Your Insurance Broker Business
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Everything you need to run your insurance broker business

Packed with powerful tools to grow your revenue, streamline your bookings, and boost client retention.

Appointment types for renewals, MTAs & new business

Set different call lengths and prep questions for renewal reviews, mid-term adjustments, claims queries, and new business fact-finds, so your diary reflects the real workload, not just “30-minute slots”.

Pre-qualification that captures the right risk details

Collect key information at booking: property type, claims history, vehicle reg, business trade, turnover, employees, convictions and renewal date, so you’re not starting every call with ten minutes of basics.

Urgent expiry and same-day cover triage

Keep protected urgent slots for “expires today” and “need cover to drive/collect keys” requests, while still protecting time for scheduled reviews and insurer callbacks.

Automatic reminders that reduce no-shows and missed calls

Send SMS/email reminders with what documents to have ready (schedule of insurance, claims info, V5, proof of NCD), plus a clear reschedule link so your day doesn’t collapse from missed calls.

Payment links for deposits, fees and policy binding

Take card payments when it makes sense (admin fees, deposits, policy fees) and record what’s paid vs pending, so you’re not chasing after you’ve already done the placement work.

Client ownership and allocation for teams

Route bookings to the right person (commercial, personal lines, HNW, life) and keep a clear audit trail of who spoke to the client, what was agreed, and what’s outstanding before cover can go on risk.

The challenges every insurance broker faces

Renewal weeks create diary pile-ups

Renewals don’t arrive evenly. When a batch lands, you’re juggling review calls, chasing outstanding information, and insurer follow-ups. Without controlled appointment types and capacity limits, the diary fills with the wrong calls, and urgent renewals end up squeezed into lunch or after hours.

Fact-finds fail when clients aren’t prepared

Customers book a “quick call” but haven’t got vehicle details, claims history, property rebuild info, or business turnover figures. That creates multiple calls, emails, and delays. A booking flow that captures essentials upfront reduces wasted time and stops you looking disorganised.

Quote shopping and ghosting after you’ve done the work

You can spend 45 minutes gathering information, speaking to underwriters, and presenting options, only for the client to disappear or come back at 4:55pm wanting it bound immediately. You need a clear quote-to-appointment process with reminders and follow-up built in.

Payment timing is awkward and varies by product

Some clients want to pay by card there and then, others need an invoice, and premium finance introduces another step. When payment collection is handled in a separate system, you’re left chasing, reconciling, and wondering which policies are actually live and which are still pending.

✓ We solve this

One platform for everything

  • 24/7 online booking
  • Automated reminders
  • Instant payments
  • No more double-bookings
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Built for real insurance broker workflows

A typical broker day starts with checking overnight enquiries and today’s renewals. You’ve got a couple of business insurance reviews booked, a handful of car renewals, and at least one “can you insure this today?” request that’s come in by email. Without a proper booking setup, the morning disappears into call-backs: someone left a voicemail about a mid-term change, another wants proof of cover...

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What we help with

  • Renewal calls overrunning and wrecking the rest of the diary
  • Clients booking a quote call without claims history or key details
  • Urgent “expires today” requests stealing time from scheduled reviews
  • Doing full fact-finds for quote shoppers who then ghost
  • Chasing admin fees or deposits after you’ve already placed cover
Insurance Broker Business Mobile App

Manage Your Insurance Broker Business
From Anywhere

Download the iBookFast Provider app and manage your insurance broker bookings on the go. Accept appointments, chat with clients, track earnings – all from your phone.

Real-Time Insurance Broker Bookings Accept insurance broker bookings, confirm or reschedule instantly
Live Chat Message your insurance broker clients directly
Push Notifications Never miss a insurance broker booking or enquiry
Business Analytics Track your insurance broker business earnings
Team Management Manage your insurance broker team schedules
Review Management Respond to insurance broker service reviews
Download on the App Store
Get it on Google Play

Free to download. Requires a iBookFast provider account.

Quick Setup

Get started in 3 simple steps

Your insurance broker business accepting bookings in under 5 minutes

1

List your appointment types by product and urgency

Create booking options like Car Renewal Review, Home Quote, Business Insurance Fact-Find, Life & Protection Consultation, Mid-Term Adjustment, and Urgent Same-Day Cover. Set realistic durations so a commercial fact-find isn’t squeezed into a 15-minute slot.

2

Add pre-call questions that match your fact-find

Capture the essentials at booking: renewal date, postcode, vehicle reg, claims/convictions, business trade, turnover, employees, property details, and who needs to attend the call. You’ll spend less time pulling basics and more time advising.

3

Set your availability, triage slots and payment options

Ring-fence urgent slots for expiring policies, set working hours around insurer phone lines, and add payment links for policy/admin fees where appropriate. Share your booking link in email signatures, social profiles and follow-up messages.

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Simple Pricing

Choose the Perfect Plan for Your Business

Start free and scale as you grow. No hidden fees, cancel anytime.

Starter

Perfect for getting started with your first listing

Free
  • 0% platform commission
  • Free Listing
  • Email Notifications
  • Unlimited Services
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Pro

Great for growing businesses with multiple services

£ 14 /month
  • Up to 5 team members
  • 0% platform commission
  • Up to 5 staff members
  • Custom subdomain
  • Embed Widgets
  • Group Bookings
  • 30-day free trial
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30-day free trial, no card required

Premium

Best for established businesses ready to scale

£ 29 /month
  • Up to 15 team members
  • 0% platform commission
  • Up to 15 staff members
  • Custom subdomain
  • Embed Widgets
  • Group Bookings
  • 30-day free trial
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30-day free trial, no card required

Secure Payments
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24/7 Support
No Hidden Fees

Save 10+ Hours Weekly

Automate scheduling and spend more time on what you do best

Increase Revenue by 40%

Fill more slots and reduce no-shows with automated reminders

Happier Clients

Provide a modern booking experience your clients will love

FAQ

Questions? Answers.

Everything you need to know about our insurance broker booking system.

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How does the system handle urgent “policy expires today” requests?

You can reserve same-day slots specifically for urgent expiry and new cover needed immediately. Clients select an urgent option, confirm their deadline, and provide basic risk details up front. That stops urgent callers hijacking renewal reviews and gives you a controlled way to prioritise genuine emergencies.

What appointment types should an insurance broker offer for best results?

Most UK brokers do well with separate bookings for renewals, new business quotes, mid-term adjustments (MTAs), and life/protection consultations. Commercial fact-finds usually need longer slots than personal lines. Splitting them means you’re not trying to do a business combined policy review in the same time as a car renewal.

When should I take payments through the booking system?

Many brokers take payment when the client is ready to bind cover, not at the initial enquiry stage. The system can send a payment link for admin fees, deposits, or policy fees once terms are agreed. For invoice-based clients, you can record payment status so you’re not guessing what’s outstanding.

Does online booking work during renewal season, or does it create more noise?

It works best in renewal season because you can control capacity and force the right information to be provided before the call. You can limit renewal review slots per day and keep urgent cover slots protected. That reduces the “wall of callbacks” that usually happens when renewals peak.

Can I manage multiple advisers or a personal/commercial split?

Yes — you can allocate booking types to specific team members or pools, such as personal lines, commercial, or protection. That means commercial leads don’t land with someone who only handles home and motor. It also helps with continuity, so existing clients book with their usual adviser where possible.

How does it help convert quotes into booked calls and placed policies?

You can send a booking link as the next step after an enquiry, with a clear appointment type and required details. Automated reminders reduce missed calls, and pre-qualification stops time-wasters booking prime slots without the basics. The result is fewer “back and forth” emails and more conversations that actually move forward.

What customer communications can be automated without sounding robotic?

You can automate confirmations, reminders, and prep messages that tell clients exactly what to have ready (claims history, NCD, schedule, turnover figures). You can also send follow-up messages after a missed call with a reschedule link. The wording can be kept in your own tone so it still feels like your brokerage.

Can I offer flexible pricing for different job types, like commercial vs personal lines?

Yes — you can set different fees or payment rules depending on the appointment type, such as an admin fee for certain changes or a consultation fee for complex work if that’s how you operate. You can also keep some bookings free (like standard renewals) while charging for specialist advice where appropriate. It keeps pricing consistent and avoids awkward conversations mid-call.

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Keep 100% of your earnings

70% Less No-Shows

Automated reminders

24/7 Booking

Accept bookings anytime

Instant Payments

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Why iBookFast for your insurance broker business?

Broking in the UK isn’t just “take details, give a price”. Your day is split between conversations, compliance notes, insurer negotiations and the constant drip of admin that clients don’t see. The problem is that most of the pressure happens before the policy is even placed: trying to get the right information, at the right time, from people who are busy and often shopping around. Seasonality ma...

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Get Your Next Renewal Review and New Quote Booked Properly

Put renewals, MTAs and new business into the right slots — with 0% commission taken from your premiums.

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