Painel do Corretor

Painel do Corretor is the premier CRM and quotation tool for insurance brokers. Integrate seamlessly with CalendarLink to manage your events more efficiently and reduce no-shows.

Why Add-to-Calendar Works with Painel do Corretor

Using Add-to-Calendar with Painel do Corretor ensures swift and clear scheduling actions, enhancing client engagement and reducing missed appointments.

  • Universal compatibility with Google, Outlook, Apple, and more.
  • Brandable invites for professional communication.
  • Real-time click and attendance analytics.
  • Smart reminders to keep you and your clients on track.

How Painel do Corretor Works with CalendarLink

Seamlessly Integrate Calendar Events in Painel do Corretor

1. Create a CalendarLink for each new or updated contact

Utilize triggers like New or Updated Contact to initiate CalendarLink processes as soon as client details are entered or revised.

2. Sync Data with CalendarLink

Map essential information like names and event dates directly into CalendarLink. Choose to capture RSVPs to streamline follow-ups.

3. Share Personalized Invites

Publish your invite and instantly obtain an Add-to-Calendar link, making it easy for clients to add events to their calendars.

Fire Painel do Corretor Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Select a trigger for new event creations or RSVPs to automatically update processes within Painel do Corretor.

2. Map Add-to-Calendar Data

Seamlessly integrate titles, dates, and attendees ensuring all details are up-to-date and accurately reflected in the system.

3. Create a New Deal

Promptly update or create new deals within the system upon receiving new CalendarLink data, maximizing workflow efficiency.

Optimising Calendar Links in Painel do Corretor

  • Utilize brandable pages for enhanced client engagement.
  • Leverage subscription calendars to ensure all updates are synced across devices.
  • Analyze attendance to refine future meetings.
  • Set smart reminders to reduce no-show rates significantly.

Ready to get started? Create your free account.

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