Chili Piper review for insurance agents: pricing, features and integrations
Chili Piper turns a web form or a booking link into a meeting with the right producer. It reads ownership in Salesforce or HubSpot, shares new leads across your team and logs the meeting back to the CRM.
It's sold as a yearly package with seats included, so it fits an agency sales team more than a solo agent. Routing & Scheduling is the package most agencies would buy.
- Best for
- Larger agency sales teams that route web leads to producers in Salesforce or HubSpot
- Price
- From $15,000 a year with 15 seats, billed annually
- Team scheduling
- Round robin, CRM owner links and form routing
- Reminders
- Email, plus texts through your own account with Twilio, a separate texting service
- CRM connections
- Salesforce and HubSpot built in
- HIPAA BAA
- On request. Its enterprise page lists BAA support without naming a package
- Apps
- Web and browser extension
Our take
Chili Piper is built for a sales team that works web leads in a CRM. It can book a returning client with the producer who owns the record, or spread new leads by set shares, meeting caps and who is free.
Routing & Scheduling is the package most agencies need, at $15,000 a year for 15 seats. Standalone ChiliCal is $12 a user per month, but it needs 200 users and has no routing.
Expect real setup work, from mapping form answers to CRM fields to building the routing rules. Ask to see your own lead flow in the demo before you sign.
Pros
- Books returning clients with the producer who owns the CRM record
- Round robin that can give some producers a bigger share, cap meetings and cover vacations
- Website form leads can book right after they submit
- Marks no-shows from Zoom and Teams attendance
- Up to six extra calendars can block time
- Salesforce and HubSpot built in
Cons
- Packages start at $15,000 a year and bill yearly only
- Texts need your own account with a separate texting service
- Fees generally can't be canceled or refunded mid-term
- No mobile app
Plans and pricing
| Plan | Billed yearly | Billed monthly | What it adds |
|---|---|---|---|
| Routing & SchedulingAgency sales teams | $15,000 a year | Annual only | 15 seats, round robin, form routing, Salesforce routing, instant calls with a producer and single sign-on. Extra seats $45 a month |
| ExperiencesTeams that also target website visitors | $42,000 a year | Annual only | 30 seats, AI visitor qualification, account targeting and user provisioning. Extra seats $50 a month |
| ChiliCal standalone200 or more users who only need booking | Monthly only | $12 a user | Booking links with CRM, calendar and text connections. No routing |
Package prices are per year and extra seats are per seat each month, as of October 2026, from chilipiper.com/pricing.
Good to know before you buy
- Two-, three- and four-year terms take 15%, 25% and 40% off. Volume discounts can stack on top.
- Setup, support level and extra AI credits are priced on your order form.
- Texts go through your own account with Twilio, a separate texting service that bills you directly.
Which plan has it
| Feature | Routing & Scheduling | Experiences | ChiliCal standalone |
|---|---|---|---|
| Seats included | 15 | 30 | 200 minimum |
| Booking links and website booking | |||
| Calendar and CRM connections | |||
| Round robin | |||
| Website form routing | |||
| Salesforce routing | |||
| Instant call with a producer | |||
| AI visitor qualification | |||
| Account targeting | |||
| AI credits a year | 45,000 | 150,000 | 0 |
Getting started
Book a demo
Packages are sold through a demo. Ask to see your own form-to-booking flow, including a returning client and a cancellation.
Connect calendars and your CRM
An admin links Google or Outlook and Salesforce or HubSpot. Each person can add up to six extra calendars that block time.
Set up meeting types and forms
Make one meeting type for each kind of appointment. Map the form answers that should update the CRM.
Share your links
Put personal, team or CRM-owner links in emails, texts and lead follow-ups, or connect your website form.
Sign the order form
Seats, term, support and setup fees are set there.
Help-center guides cover setup, and customer success support is included. A higher support tier, set on the order form, runs 24 hours a day, five days a week.
Booking and calendars
Booking pages and links
Each person gets a booking link, and admins can make team, group and CRM-owner links. A booking can also start from your website form, a LinkedIn lead form or times suggested in an email. One-time links suit a single follow-up.
Intake questions
Forms take required and optional questions, dropdowns, phone numbers and hidden fields. Only answers mapped to a CRM field update the CRM, so map the ones you need. Links can prefill answers and carry the lead source into the CRM.
Calendar sync
- Works with
- Google Calendar, Microsoft Outlook and Microsoft 365
- Calendars checked
- Your main calendar plus up to six more
- Where bookings go
- Your main calendar. The extra calendars only block time
- Changes
- Rescheduling and canceling run through Chili Piper, which can also update or delete the CRM event
- Time zones
- Handled automatically, or fixed for each meeting type
Apps
There's no mobile app. Scheduling and booking for a colleague run in the web app and a browser extension.
Team routing
Routing & Scheduling and Experiences share appointments across producers. Standalone ChiliCal has no routing.
Strict round robin
Clients see the calendar of the producer with the fewest meetings.
Flexible round robin
Clients see the whole team's open times, and Chili Piper assigns whoever is free.
CRM owner
Links can book straight with the producer who owns the lead, contact or account in your CRM.
Fine-tuning
You can give some producers a bigger share, credit or skip a turn, cover vacations and cap meetings to balance the split.
Routing forms
Concierge, Chili Piper's form router, connects your website form to a calendar. It routes by form answers, CRM fields, ownership and availability, and every router needs a fallback for leads that match no rule. Live handoff can put a prospect on a call with a producer right away or fall back to a booked time.
Routing ignores licensing. Chili Piper won't check a producer's license, carrier appointments or lines of authority. Keep any state or line fields in your CRM current and build the rules yourself.
Reminders and texts
Reminders and no-shows
Email and text reminders can go out before the meeting, when a client hasn't answered the invite or after the meeting. Follow-up flows reach clients who missed, canceled or never booked. No-shows are marked from Zoom and Microsoft Teams attendance, and you can change the result by hand.
Text message rules
- Sending number
- Your own account and number with Twilio, a separate texting service
- Cost
- Twilio bills you directly
- Phone number
- Texts need a phone field on the form
- Replies
- STOP and HELP replies aren't forwarded to staff, so no one sees when a client opts out
Integrations
| Connects to | Type | How | From plan | What it does |
|---|---|---|---|---|
| Google Calendar | Calendar | Built in | All plans | Checks busy times and adds bookings |
| Microsoft 365 and Outlook | Calendar | Built in | All plans | Checks busy times and adds bookings |
| Salesforce | CRM | Built in | All plans | Routes by owner and fields. Creates leads, contacts and events |
| HubSpot | CRM | Built in | All plans | Routes by owner. Creates contacts and meeting records and updates properties |
| Twilio | Texts | Your account | All plans | Sends text reminders and receives replies |
| Zoom, Microsoft Teams, Google Meet, Webex, RingCentral and GoToMeeting | Video | Built in | All plans | Adds a meeting link to the booking |
| LinkedIn Lead Gen Forms | Lead forms | Built in | Depends on package | Starts a booking from a lead form |
| Scheduling API | Developer | API | Depends on package | Books a time without showing the booking page |
Zapier can start other workflows when a meeting is booked, changed or deleted. Slack gets notifications.
Security and HIPAA
HIPAA and health data
Chili Piper's enterprise page lists BAA support without naming a package, so ask which one includes it. Get a signed BAA that covers your workflow before any health details come in. Its AI features can't take health information at all.
Security
- SOC 2 Type 2 and ISO 27001
- Encrypted in transit and at rest
- A separate database for each customer
- Data hosted in the United States
- Single sign-on with Routing & Scheduling
- Routing logs, meeting logs and version history
Contract terms
- Billing
- Packages bill yearly. A monthly order has a three-month minimum
- Renewal
- Renews on its own for the same term or one year, whichever is shorter
- Notice
- 30 days before the term ends to stop renewal
- Going over your tier
- Three months in a row over your tier can raise fees to that tier for the rest of the term
- Canceling
- Fees generally can't be canceled, and seats generally can't be cut during the term
- Refunds
- Only if you end the contract for cause, for the prepaid rest of the term
- Your data
- Yours. Export any time during the term and for 30 days after it ends
From Chili Piper's terms, effective April 23, 2026. Your order form can change these.
What users say
What reviewers say most often, as of October 2026.
What users like
- Convenient routing and booking
- CRM connections
- Calendar connections
- Helpful support
What users dislike
- Takes time to set up and learn
- Price
- Occasional reliability or time zone problems
- Support can be uneven
Chili Piper alternatives
- CalendlyFree plan. Paid from $10 a seat per monthMonthly per-seat plans, with round robin and routing forms on Teams
- OnceHubFree Basic plan. Paid from $10 a seat per monthRoutes by CRM owner and connects to Redtail and Wealthbox
- Cal.comFree for one user. Teams from $12 a user per monthRouting by CRM owner or producer details, with a BAA option
See every option in appointment scheduling software.
Frequently asked questions
How much does Chili Piper cost?
Routing & Scheduling is $15,000 a year with 15 seats, and each extra seat is $45 a month. Experiences is $42,000 a year with 30 seats.
Can I buy just the Chili Piper scheduler?
Yes. Standalone ChiliCal is $12 a user per month with at least 200 users, and it has no routing.
Does Chili Piper sign a BAA for HIPAA?
On request. Its enterprise page lists BAA support without naming a package, so ask sales which package includes it before the demo. Get a signed BAA for your workflow before collecting health details, and keep them out of its AI features.
Does Chili Piper send text reminders?
Yes, through your own account with Twilio, a texting service that bills you separately. The client needs to give a phone number on the form.
Does Chili Piper do round robin?
Yes, on the Routing & Scheduling and Experiences packages. Strict round robin favors whoever has the fewest meetings, and flexible round robin assigns whoever is free.
Does Chili Piper work with Salesforce and HubSpot?
Yes, both are built in. Chili Piper reads the record owner for routing and can create contacts and meeting records in the CRM.
How we researched this review. We based this review on the pricing, terms and product pages published by Chili Piper, reviewed in October 2026, together with our team's experience working with insurance agents and agency owners since 2008.
Corrections
Vendors change their pricing all the time and they don't email us when they do. So if you see a price on here that's gone up, a plan Chili Piper quit selling or a contract term that reads different now, let us know and send the link to the page where Chili Piper has it. Somebody here pulls up that page and checks it before we change anything on ours.