Scheduling Built for Insurance Agencies.
CalendarIQ replaces generic scheduling tools with a system designed for the way insurance teams actually work — prebuilt event types, three meeting modes, automatic Pipedrive sync, and MeetingIQ recording on every booking.
Generic Scheduling Tools Aren't Built for How You Sell.
Calendly is a great calendar app — but it doesn't know what an annual policy review is. It doesn't auto-create a Pipedrive deal when a quote intake gets booked. It doesn't kick off a recording on your in-person meeting. It doesn't ship with the meeting types your agents already run every week.
CalendarIQ is built from scratch for insurance agencies. Five meeting types out of the box. Pipedrive sync default ON. MeetingIQ recording linked to every booking. One link per agent. Embeds on your website. Built for the agents we already serve.
How CalendarIQ Works
Three steps. Connect your calendar, share your booking link, and let CalendarIQ handle the rest.
Connect Your Calendar
One-click Google or Outlook OAuth. CalendarIQ reads your real busy times to offer real availability — no double-bookings, no conflicts. Five prebuilt event types are ready to go on day one.
Share Your Link
One master link per agent that lists every meeting type, plus direct links per event type for email signatures and outbound campaigns. Embed the booking widget on your agency website with a single line of code.
Bookings Sync Automatically
Every confirmed booking creates a Pipedrive activity, attaches to the right contact and deal, and (for virtual meetings) auto-launches MeetingIQ recording. Phone and in-person agents get a one-tap deep-link to start recording from their phone.
Built for the Way Insurance Agents Actually Sell
Five Prebuilt Event Types
Annual Policy Review, New Business Quote Intake, Claims Walk-Through, Service Touch, and Cross-Sell Consultation — ready out of the box. No template-building required. Edit, hide, or add your own as you go.
Three Meeting Modes
Each event type supports in-person, phone, and video — your customer picks at booking. Auto-generates a video link from your calendar's preferred provider, captures phone numbers for callbacks, and surfaces your office address for in-person meetings.
Pipedrive Sync, Hands-Off
Every booking auto-creates an activity. Match by email first, fall back to name + phone. New contacts? Creates a contact + deal + activity owned by the agent. Per-event-type and per-booking opt-out built in.
MeetingIQ Recording on Every Meeting
Virtual: a MeetingIQ bot joins automatically. Phone or in-person: the agent gets a one-tap deep-link in the confirmation email. Customer opt-out is one checkbox. Every booking turns into a transcribed, summarized record.
Embeddable Widget
Drop a single line of code on your agency website and the CalendarIQ booking flow shows up — no IT project, no developer needed. For captive agents whose IT firewalls block third-party iframes, we support reverse-proxy on your own approved domain.
Idaho-First Compliance
Idaho TCPA-compliant SMS reminders (8am–9pm in customer timezone), Idaho one-party recording defaults, and "may be recorded" disclosures for cross-state edge cases. Built tight for the captive agencies we serve, not bloated with multi-state compliance you'll never use.
Agency Branding
Your agency name, logo, and brand color on the customer-facing booking page. Built for clean co-branding with captive carriers — no AppliedAI logos in your customer's inbox.
Mobile-Ready
Customers book from their phone. Agents manage from their phone. The whole stack — booking flow, agent dashboard, MeetingIQ deep-links — works just as well on a 6-inch screen as on a desktop.
Simple, Transparent Pricing
Each seat includes unlimited bookings, calendar connections, MeetingIQ recording integration, and Pipedrive sync.
$20
per seat / month
- 5 prebuilt event types
- Google + Outlook calendars
- Pipedrive auto-sync
- Embeddable booking widget
- MeetingIQ recording integration
$35
per seat / month
- Everything in Basic
- AgencyIQ CRM integration
- Native deal & contact creation
- Custom event types
- Priority support
Included
free with AgencyIQ
- Everything in Pro
- Native AgencyIQ CRM
- Bundled with every AgencyIQ subscription
- Cross-app workflows
- Single source of truth
Bundle multiple Applied AI tools for additional discounts — ask us about our multi-tool pricing.
More on AI for Insurance Agencies
How AI tools combine to save agency teams 10+ hours a week.
Use cases
How Insurance Agencies Save 10–20 Hours a Week with AI
Real workflows that cut admin time — meetings, scheduling, email drafting, CRM updates, and claims documentation.
Read article →Strategy
AI for Insurance Agencies: Start with the Foundation
Why CRM (Pipedrive, HubSpot) + phone integration matters before you layer on AI tools.
Read article →Pairs with
Add MeetingIQ to Capture Every Booked Meeting
CalendarIQ schedules the meeting; MeetingIQ records, transcribes, summarizes, and pushes action items to Pipedrive.
Learn more →CalendarIQ Questions
What makes CalendarIQ different from Calendly?
CalendarIQ is built for insurance agencies — not a generic scheduling tool. It ships with five prebuilt event types (Annual Policy Review, New Business Quote Intake, Claims Walk-Through, Service Touch, Cross-Sell Consultation), three meeting modes (in-person, phone, video), Pipedrive auto-sync that creates contacts and deals on every booking, and MeetingIQ recording integration so every meeting is captured and summarized automatically.
How does the Pipedrive sync work?
Every confirmed booking auto-creates a Pipedrive activity on the customer's contact. If the customer's email is already in Pipedrive, CalendarIQ matches and attaches to the most recent open deal. If not, it creates a new contact, deal, and activity owned by the agent. Sync is on by default with per-event-type and per-booking opt-out.
Does it integrate with MeetingIQ?
Yes — virtual meetings get a MeetingIQ bot that joins automatically and posts the transcript + summary to the booking. Phone bookings include a one-tap deep-link to start MeetingIQ recording on the agent's phone. In-person bookings get the same deep-link in the agent's confirmation email. Customers can opt out of recording at the booking step.
What about Outlook calendars?
Both Google Calendar and Microsoft Outlook are supported. Connect your calendar in one click and CalendarIQ uses your real busy times to offer real availability — no double-bookings, no conflicts.
Can it embed on my agency website?
Yes. CalendarIQ ships with a lightweight embeddable widget that drops into any website with a single line of code. For captive agencies whose IT firewalls block third-party iframes, we support reverse-proxy mode so the booking flow loads on the agency's own approved domain.
Is there a free version?
CalendarIQ is bundled with AgencyIQ subscriptions at no additional charge. Standalone CalendarIQ pricing is $20/seat/month Basic or $35/seat/month Pro — sign up through the Applied AI Portal at portal.appliedaijax.com/signup?product=calendariq.
How does it handle Idaho TCPA?
SMS reminders only send between 8am and 9pm in the customer's timezone (defaulting to Pacific or Mountain by zip code). Built specifically for Idaho-captive agencies — no multi-state compliance complexity.
Ready to Replace Calendly with Something Built for Your Insurance Agency?
CalendarIQ is live and ready — $20/seat Basic, $35/seat Pro, with insurance-specific event types, Pipedrive sync, and MeetingIQ recording on every booking. Subscribe in the Applied AI Portal in under two minutes.
Not sure if AI is right for your insurance agency? Take the free AI quiz →