Case Study: Hayek Insurance saves 250+ hours per year with Calendly

Hayek Insurance gets 15% more referrals with a client scheduling experience that builds trust

Hayek Insurance, a family-run insurance brokerage in Carlsbad, California, needed a better way to handle growing client scheduling demands as calls, emails, and appointment requests began overwhelming the team. Without a structured process, they faced back-and-forth booking, double-bookings, missed calls, and a client experience that could hurt their reputation. Calendly helped the agency move beyond manual scheduling and give clients an easier way to book time.

Using Calendly, Hayek Insurance rolled out self-service scheduling across its website and email signatures, set up Event Types for different meeting needs, customized availability, and added automated text and email reminders with Calendly Workflows. The result was more than 250 hours saved per year, at least a 30% reduction in no-shows, over 100 additional client conversations annually, and an estimated 10–15% increase in referrals.

Hayek Insurance

Roger Hayek

Chief Executive Officer