Fat Agent

Insurance Agency Booking Software

Let prospects schedule themselves while Fat Agent handles the rest. Built directly into your CRM, our booking system syncs calendars, sends automated reminders, creates contacts, and keeps your sales pipeline moving—without third-party scheduling software.

Widget
Schedule
CRM
your-agency.com

Book your insurance consultation

Pick a day and time that works for you.

Mon12
Tue13
Wed14
Thu15
Fri16
10:00 AM2:00 PM4:30 PM

Embed on your website, funnels, or email signature.

Everything You Need To Schedule More Appointments

Every booked appointment automatically becomes part of your agency workflow.

CRM Contact Creation

Every appointment creates or updates a contact inside your CRM automatically.

Calendar Sync

Keep Google Calendar and your Fat Agent calendar synchronized in real time.

Automated Email & SMS Reminders

Reduce no-shows with automatic confirmations and reminder sequences.

Built Into Every Funnel

Let prospects schedule after requesting a quote, watching a VSL, or completing a lead form.

From Visitor To Appointment In Minutes

No complicated setup. No third-party scheduling tools.

Book Demo

Connect

Sync your Google Calendar with Fat Agent in minutes.

Embed

Place your booking widget on your website, landing pages, funnels, or email signature.

Schedule

Visitors choose a time that works for them using your live availability.

Automate

Fat Agent creates the contact, updates your CRM, sends confirmations, and schedules reminders automatically.

Built For The Insurance Sales Process

Generic schedulers stop at the calendar. Fat Agent connects every appointment to the workflows that turn leads into policies.

Book From Quote Funnels

Prospects schedule right after requesting a quote—no handoff to a separate scheduling tool.

Every Line of Business

Schedule life, annuity, Medicare, and P&C consultations from one platform.

Round Robin Routing

Distribute meetings across agents automatically so every lead gets covered.

Multi-Agent Calendars

Run separate calendars for each producer while keeping one agency-wide view.

Workflow Automation

Trigger follow-up sequences the moment an appointment is booked.

CRM-Connected Tracking

Every meeting logs to the contact record so nothing falls through the cracks.

Turn More Website Visitors Into Scheduled Appointments

Whether a prospect requests a quote, downloads a guide, or watches your VSL, Fat Agent makes scheduling the next conversation effortless.

Book a Demo