OnceHub review for insurance agents: pricing, features and integrations

OnceHub is a good fit for an agency that wants clients to answer a few questions before booking, then land with the right producer. It connects to Salesforce and HubSpot directly and to Redtail, Wealthbox and AgencyBloc through Zapier.

Schedule is the plan most solo agents need, since it adds unlimited links and calendars, text reminders and CRM connections. Route makes sense once you share appointments across producers and want routing forms or round robin.

Medicare and health agents can get a BAA with the Security and Compliance add-on. Check what it leaves out before you send health details by text.

Clients can book from a OnceHub page on any plan, or from your website on Schedule and up. Booking Hubs put several appointment types on one page. One-time links close after one booking, which suits a one-off review.

Booking forms can ask text, single-choice and multiple-choice questions. Schedule and up let clients upload up to five files and add up to 10 guests. Prefilled links can fill in answers, and booking pages come in nine languages, though routing forms stay in English.

There's no native app yet. In a mobile browser you can view, move, cancel and reassign meetings, mark no-shows and share links.

Route and higher can share appointments across producers. You pick how OnceHub decides who gets each one.

A routing form asks questions first, then sends the client to the right appointment type or producer. Rules can use current or past answers, contact details, the CRM contact owner and producer attributes. Partial answers are saved even when a client doesn't finish.

An existing client goes to their owner in Salesforce or HubSpot, then their OnceHub owner, then the normal rotation. If that owner has no open times, the client sees none rather than being sent to someone else.

Every plan sends email confirmations and up to five reminders, plus notices when a meeting changes or is canceled. Schedule and up let you write your own emails and add text reminders. You mark no-shows yourself, and a webhook can pass that to your other systems.

How much does OnceHub cost?

Basic is free for one user, one calendar and one booking link. Schedule is $10 a seat per month billed yearly or $12 billed monthly, and Route is $19 or $23.

Does OnceHub sign a BAA for HIPAA?

Yes, on any paid plan with the Security and Compliance add-on, and Enterprise includes it.

Does OnceHub do round robin?

Yes, on Route, Engage and Enterprise. It can spread meetings evenly, show every open time or follow your priority order.

Can OnceHub send text reminders?

Yes, on Schedule and up, using text credits you buy. A pack of 100 credits costs $15.

Does OnceHub work with Redtail, Wealthbox or AgencyBloc?

Yes, through Zapier on Schedule and up. A booking can log an activity in AgencyBloc or create an event in Wealthbox.

Does OnceHub work with Salesforce or HubSpot?

Both connect directly on Schedule and up and create or update contacts. Route can also send an existing client to their contact owner.

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 OnceHub quit selling or a contract term that reads different now, let us know and send the link to the page where OnceHub has it. Somebody here pulls up that page and checks it before we change anything on ours.