An AI calendar that adapts to your priorities.
What if your calendar planned the day for you? Clients, renewals and meetings organised automatically, so you can focus on advising.
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Disconnected apps steal your time.
Email, WhatsApp, calendar, quoting tools… Jumping between them eats hours every week. Planeia brings your work into one place.
A personalised schedule. Every. Single. Day.
Priorities scheduled automatically
Planeia slots renewals, quotes and follow-ups into the free gaps in your calendar, in order of importance.
Automatic meeting notes
Every client call produces a clear summary, ready to check before your next contact.
Your next call, one click away
Join any meeting straight from Planeia, without hunting for links in your inbox.
Tasks created for you
Next steps agreed in the meeting automatically become tasks in your book.
Booking links for clients
Send a link and let the client pick a time that suits them, with no back-and-forth.
Ask your calendar
“Which renewals do I have this week?” Search and ask questions about your schedule in plain English.
Join any call, from anywhere in Planeia.
The meeting starts in one click, the notes write themselves and the next steps are saved on the client record.
And everything you expect from a calendar.
The essentials, designed around a broker's working day.
All your calendars in one place
Sync Google and Outlook into a single view.
Call details added for you
Zoom, Meet and Teams links added automatically.
Day, week and month views
Switch perspective in one click.
Working location and hours
Set where and when you are available.
Compare team calendars
Find the best time for everyone.
Seamless navigation
Scroll through days and weeks without interruption.
Secure sharing
Share availability without exposing client details.
Hours back
Less calendar admin, more time with clients.
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