How an Insurance Agency Took 7,655 Bookings in Two Years

I've tried to go back and look at other calendaring systems, but none of them have all the features that YouCanBookMe has. It's been worth its weight in gold for us.”
- Brandi Hill, Co-founder of All Insurance for You

When Brandi Hill and her husband founded All Insurance for You twelve years ago, they had a clear mission: to break the mold of the transactional insurance agent. She'd spent five years as a captive agent, locked into selling just one company's products. She knew clients deserved better.

So she built something different: a full-service, independent insurance agency rooted in integrity, long-term relationships, and a genuine commitment to doing right by every client. Today, All Insurance for You serves families, seniors, and individuals across North Carolina with health insurance and Medicare, as well as dental, vision, home, auto, and life insurance.

What started as a two-person operation has grown into a team of 13 spread across five offices, with 11 licensed agents and a dedicated customer service division. The business runs almost entirely on word-of-mouth referrals, a testament to the trust they've built over more than a decade.

But running a multi-location insurance agency with a high-volume of appointments meant that a reliable, easy-to-use scheduling system wasn't optional. It was essential.

That's what led them to YouCanBookMe.

Why YouCanBookMe: Brandi's story

The challenge

Before YouCanBookMe, the agents at All Insurance for You were doing things the old-fashioned way.

Everyone was carrying around their paper calendar everywhere. It wasn't linked to Outlook or anything. They were physically writing stuff on their paper calendars."

For a single-agent practice, that might be manageable. But for a growing team operating across five offices and serving a high volume of clients, paper just didn't scale. When someone cancelled, there was no automatic notification, no instant visibility into newly freed-up slots, and no way for the customer service team to see what was happening across the whole agency.

As the business grew, Brandi needed a system that would let that team see all upcoming bookings in one place and step in when an agent was running behind. The shift had to happen.

The solution

Once YouCanBookMe was in place, Brandi took a thorough approach to getting it in front of clients.

We blast our YouCanBookMe booking links everywhere."

Each agent has their own branded booking page, complete with their photo and service offerings. They share their booking links in email signatures, in client text and email campaigns, on the agency website's contact page, and even printed as QR codes on fridge magnets mailed out every fall ahead of the Medicare enrollment period.

It's right there during enrollment season. And people don't throw away magnets, so it's on their refrigerator. They know who they need to call if they need to book an appointment."

Agents are given flexibility to manage their own pages within a template Brandi sets, adjusting things like buffer time based on their personal working style. But the real power came from the automated reminders. Brandi recorded a Medicare 101 education video and embedded the link into their reminder messages sent three days and one day before each booking.

They get the reminder messages and it says: if you haven't watched our Medicare 101 video, watch this. It helps clients come pre-educated with all the general information they need to know. So it really helps our appointment time go a lot faster."

The outcome

In under two and a half years, the agency has taken over 7,655 bookings through YouCanBookMe across 14 unique agent pages, five locations, and a client base ranging from young families to Medicare-eligible seniors.

For the customer service team, the centralized view of all upcoming appointments has been a game-changer during peak season.

During our busy enrollment season, if an agent is running long with an appointment, our admin team can see who's coming up next. They can call that client and say, 'I'm sorry, they're running late, they'll be with you in 10 minutes.' That really goes a long way in providing good service."

Cancellations and reschedules that once required phone tag and manual diary updates now happen automatically. An open slot becomes available the moment someone cancels, without any agent needing to lift a finger.

If someone cancels, it goes off our agents calendar and that time opens right back up so another client can fill that spot. We're not sitting around wondering what to do with that time."

For a business built on long-term relationships, where clients have been with the agency for over a decade and referred their own children and grandchildren, the ability to stay organized and make booking easy at every stage of life isn't just a nice-to-have. It's part of what makes the whole thing work.

Deep dive into Brandi's booking page

Brandi’s booking page

Branded booking page

Brandi's booking page reflects the same warmth and professionalism she brings to every client relationship. A custom background color paired with a matching accent creates a cohesive, branded feel, and an uploaded photo of Brandi ensures clients know exactly who they're booking with before they've even picked a time slot.

Breadth of appointment types

To reflect the breadth of what All Insurance for You offers, Brandi makes use of multiple appointment types, giving clients a clear menu of her services upfront. Whether someone needs a Medicare review, a health insurance review, or something else entirely, they can find the right option without needing to call ahead and ask.

Customized booking form

The booking form itself is practical and thorough. A dropdown question lets clients select their preferred office location, removing any guesswork about where to show up.

And in a thoughtful touch that speaks to the agency's service-first ethos, Brandi uses the form to reshare her contact details. For clients who have a question before their appointment, or who simply want to know they can reach a real person, that information is right there when they need it.

The result is a booking experience that does more than fill a calendar slot. It confirms expectations, builds confidence, and makes every new client feel like they've already landed in the right hands.

✨ Bonus ✨ Learn from the pros—Brandi's top business advice

Brandi thinks a lot about what she'd tell her younger self, and what business tips she shares with newer agents just getting started. For her, two things stand out above everything else: culture, and getting in the right rooms.

We kind of had to have a complete culture reset. Establishing your values and knowing the kind of people that you want to work with when you first get started are really important."

She also emphasizes the value of putting yourself in environments where you can learn things you didn't even know you needed to know.

As you grow in your business, you open up new doors of opportunity. If you don't get in those spots, you don't learn them."

And when the external pressures pile up, her advice is simple: don't dwell in the negativity.

We have to keep pushing forward with all the good things that we know. The other things will work themselves out, and they always have so far. Just don't give up. Keep pushing."

The agency that runs on trust, and the tool that makes it possible

All Insurance for You has grown into exactly what Brandi set out to build: a business where clients feel like family, agents feel fulfilled, and integrity is non-negotiable.

It takes great people, a strong culture, and systems that quietly handle the operational side so everyone can focus on what matters most. YouCanBookMe handles the bookings. The reminders go out. The slots fill back up. The customer service team knows who's coming. The Medicare video plays. And Brandi's agents show up to every appointment ready to do what they do best: protect the people who trust them.

If you're ready to bring that same level of organization to your own team, start your free YouCanBookMe account today and see what's possible.