Episode Details

Tired of juggling phone calls, planner pages, and double-booked appointments? It might be time to level up your scheduling strategy. Listen as we compare appointment schedulers that help agents save time, stay compliant, and make booking a little easier.

 

Read the text version

 

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💌Send feedback, questions, and topic suggestions to ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.

 

Resources:

3 Insurance Business Tools You Absolutely Can’t Live Without

Best Practices for Writing an Email to Your Insurance Clients

eBooks & Guides for Insurance Agents

IntegrityCONNECT

PlanEnroll

What Are Agents Responsible for Under HIPAA?

Where It All Begins: Obtaining Permission to Contact for Medicare Sales

 

Appointment Schedulers:

Acuity

Google Workspace

Microsoft Bookings

OnceHub

SimplyBook.Me

 

References:

Lurie, Matt. “20 Integrable Scheduling Tools for Small Business Systems.” Ruby, https://www.ruby.com/blog/20-of-the-best-small-business-appointment-scheduling-tools-and-apps/, Accessed 24 Feb. 2026.

“Acuity Scheduling and HIPAA.” Help.acuityscheduling.com, Acuity Scheduling, https://help.acuityscheduling.com/hc/en-us/articles/16689567523597-Acuity-Scheduling-and-HIPAA. Accessed 24 Feb. 2026.

“AgencyBloc Agency Management System AMS+” agencybloc.com, Agency Bloc, https://www.agencybloc.com/agency-management-system/, Accessed 24 Feb. 2026.

“Google Workspace.” Workspace.google.com, Google Workspace, https://workspace.google.com/, Accessed 24 Feb. 2026.

“Health Insurance Portability and Accountability Act (HIPAA) & Heal