for insurance agents

Let families meet you before they book.

One link for your email signature, LinkedIn and quote follow-ups: a short video intro, what your clients say, and your booking link. The real you, not a chatbot.

Trust first. Then the policy.

Works with: Calendly Cal.com Slack
A family looking for cover

New visitor

Looking at life insurance

▶ Watches your video intro
★ Hears from two of your clients
✓ Clicks Book a meeting
Booked, already knowing you

Your link does the first hello.

or talk to the founder now:

why families wait

Nobody buys cover from a stranger.

01

People want to know who they are trusting

Life, home and auto cover are personal. Before anyone hands over details about their family, they want to know who they are dealing with.

02

A bare booking link feels cold

A calendar with no face on it gives a family nothing to go on, so they put it off for another week.

03

Quote requests go quiet

Families talk to a few agents at once. The one they have already seen and heard is the one they get back to.

the callbird solution

Be the agent they already know.

Your video intro builds trust, your clients back it up, and your booking link makes the next step easy.

Your video intro

A minute in your own words: who you help, how you work, and what happens on the first call.

What your clients say

Short video testimonials from real clients, recorded on their phones. You approve every one.

Your booking link

Keep Calendly, Cal.com or whatever you use now. Your page sends people straight to it.

built for agents

Everything on one link.

Video intro

Record it in the browser with a script written from your bio. Re-record as often as you like.

Instant video calls, optional

When you are free, a family can talk to you right away in their browser. Off until you turn it on.

Your booking link

Calendly, Cal.com, HubSpot or any booking page. Visitors book on it, as they do now.

Your hours

If you turn on instant video calls, they only ring during the hours you set. Outside them, people book.

A note under testimonials

Need a disclosure line? Add your own wording and it shows in small print under your testimonials.

Tracked links

Send each prospect their own link and see who opened it, watched your video intro and clicked Book.

testimonials

Happy clients are your best marketing.

A family saying, on camera, that you explained their cover in plain English does more than any brochure.

🔗

Generate a link

Copy your testimonial link from the dashboard and send it to a few happy clients, by email or text. We write the message for you.

🎥

They record in-browser

No login, no app. Your client opens the link on their phone and records a short video. It takes about 30 seconds.

✅

Approve and display

Nothing shows until you approve it. Approved testimonials sit next to your video intro, with your own note under them if you need one.

New visitors see your face and hear from people you have helped, before they have even booked.

Built for agents who sell on trust.

Life insurance agents

Families comparing cover

Health and Medicare agents

People with lots of questions

Home and auto agents

Quote follow-ups that land

Agencies

A team page, and a page for every agent

Free for 14 days

Send a link that sounds like you.

Set up your page in a few minutes, then put the link in your signature. Free for 14 days, then plans from $9/mo.

No credit card
Every feature to try
Cancel anytime
callbird.com/
or see pricing →

Got an agency? One team page, and a page for each agent.

Questions asked frequently.

No. Instant video calls are optional, and off until you turn them on. Most agents start with a video intro, testimonials and their booking link.

Yes. Paste your Calendly, Cal.com, HubSpot or any booking link. Callbird does not replace it; it puts your face in front of it.

Yes. There is an optional note that shows in small print under your testimonials. You write the wording, so check it with your carrier or compliance team if you need to.

Your email signature, LinkedIn, quote follow-up emails, texts to referrals, and your website.