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Inbox and scheduling: insurance agencies

Every tool our insurance agencies guides cover to clear the inbox and book meetings, sorted by the cheapest price on the vendor's own pricing page. Cheapest isn't always best: read the guides for fit and compliance.

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Cheapest published price

Tool	Cheapest paid price	Free plan or trial	Source
Fathom	Team $15/user/mo annual (2-user minimum); Premium $16/mo annual	Free plan	Vendor pricing, checked Oct 16, 2026
Calendly	Teams $16/seat/mo yearly (Standard price did not display)	Free plan (one event type)	Vendor pricing, checked Oct 16, 2026
Lindy	Team from $29.99/user/mo (3,000 credits)	$50 in credits for 7 days, no card	Vendor pricing, checked Oct 19, 2026

Guides for this job

AI assistants that handle an agency owner's inbox, scheduling, and follow-ups

Using an AI assistant (Lindy) with Calendly and a notetaker to clear the inbox, book meetings, and draft follow-ups, with published prices and approval controls.

LindyCalendlyFathom Insurance agenciesVerified Oct 19, 2026