Apizeal

Apizeal is your go-to Insurance Management System, streamlining the organization of insurance policies, commissions, and clients. With CalendarLink, efficiently manage events by adding them to any calendar platform effortlessly.

Why Add-to-Calendar Works with Apizeal

Reduce no-shows and accelerate response times with clear calendar invites.

  • Add to Calendar with one click on Google, Outlook, and more.
  • Utilize brandable invites that resonate with your clients.
  • Capture RSVP for crucial policy events.
  • Access analytics to track attendance and engagement.

Using Calendar Links in Apizeal Workflows

Turn Apizeal Activity into Calendar Events

1. Create a CalendarLink for each new or updated contact

Monitor triggers such as New or Updated Contact and Policy Created to initiate calendar events.

2. Send data to CalendarLink

Map essential details like name, policy dates, and descriptions while optionally capturing RSVPs.

3. Publish the personalized invite

Retrieve the Add-to-Calendar link and effortlessly incorporate it into emails or SMS.

Fire Apizeal Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Select triggers like New Upcoming Event to seamlessly integrate with Apizeal.

2. Map Add-to-Calendar Data

Transfer titles, dates, and attendee information effortlessly into Apizeal.

3. Create a new policy or update an existing policy

Automate processes by creating or updating policies using mapped event data, boosting engagement.

Optimising Calendar Links in Apizeal

  • Ensure all event details are correctly mapped for clarity.
  • Use analytics to identify peak attendance times.
  • Customize invites to reflect brand identity.
  • Leverage smart reminders to enhance client engagement.

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✔ Unlimited events ✔ Adds-to-Calendar ✔ RSVP ✔ Subscribe-to-Calendar ✔ Notifications