Agency Quick Links & Tools
Reference the links below for all of your calendars, forms, and other tools!
Appointment Landing Pages
These links are client-facing pages that will allow prospects to book their own appointment. Once they book an appointment, they will automatically be redirected to the associated quote form.
Click the links below to Copy & Paste, and then you can send these URLs directly to your prospects, or include it on any marketing that you would like to create!
IMPORTANT: These links have "sticky" contacts turned on, so the information will auto-populate on the quote form. DO NOT BOOK appointments manually for clients on these links, or you will overwrite data within the CRM.
Health Insurance
Life Insurance
Medicare Coverage
Group Benefits
Quote Forms
These links are for prospects or clients that you need to collect information on. If a prospect does not want to book an appointment, but wants a quote, utilize these links!
Click the links below to Copy & Paste, and then you can send these URLs directly to your prospects, or include it on any marketing that you would like to create!
IMPORTANT: These links have "sticky" contacts turned on, so the information will auto-populate from the appointment page. DO NOT FILL OUT THIS QUOTE FORM manually for prospects on these links, or you will overwrite data within the CRM. Use the quote forms built into the CRM.
Health Insurance
Life Insurance
Medicare Coverage
Group Benefits
Internal Calendar Links (for agent use)
Use the appointment links below to book appointments for prospects & clients directly. Booking appointments using these links will include a link to the associated quote form in the confirmation email.
Click the links below to open the calendar booking page, and then you can enter prospect/client details in directly, and submit to book the appointment!
These links do NOT have "sticky" contacts turned on, and are designed for you to use in order to book appointments for prospects or clients.
Health Insurance Appointment (Internal)
Life Insurance Appointment (Internal)
Medicare Appointment (Internal)
Group Benefits Appointment (Internal)
Customer Service Links
Use these links to help with servicing your clients. Click to open the link in a new tab, and then Copy & Paste to send to clients as needed.
Regular Calendar Links
These are standalone calendar links, and will not automatically forward the prospects to the quote form. Use these links for current clients (re-quoting) or for anyone who does not need to submit quote information.
Click the links below to Copy & Paste, and then you can send these URLs directly to your prospects, or include it on any marketing that you would like to create!
These links do NOT have "sticky" contacts on, but keep in mind, they will NOT receive a quote form to complete.
Health Insurance Appointment
Life Insurance Appointment
Medicare Appointment
Group Benefits Appointment
Follow Up Appointment
Customer Service Appointment
https://book.havenhealthgrp.com/service