Elevate Your Reach and Efficiency in the Insurance Market.
Double Your Presentations Without Chasing Leads or Managing Setters
We build custom appointment-setting systems, recruit and train your setters, and keep your agents’ calendars full, so you can focus on closing sales.
Purpose-Built Systems. Real Sales Results.
Appointment-setting systems designed specifically for final expense face-to-face sales.
Proven scripts, platforms, and people all working together to fill your agents’ calendars.
Increased presentations, stronger retention, and higher premium sales without added stress.
Stay Ahead in a Changing Insurance Market
Outsource Appointment Setting Without Losing Control or Quality
Our systems and setters keep your team productive and profitable, even when the market shifts.
Maximize Sales Without Managing Another Team
Let Us Book the Appointments So You Can Focus on Closing Them
Build Stronger Relationships That Drive Lifetime Value
Turn One-Time Clients Into Loyal Advocates with Personalized Marketing
Empower Your Growth With Proven Marketing Expertise
Access Actionable Insights Built for Insurance Agents Who Want to Scale Smarter
Custom Systems and Setters Built to Grow Your Final Expense Agency
We specialize in helping face-to-face insurance sales teams scale with appointment setting systems designed to boost presentations, not just leads.
Key Services:
Custom-Built Appointment Setting Systems
We design and implement your full HighLevel + Vici Dialer system — customized for in-field final expense agents.
Trained Appointment Setters (Fully Managed)
Our team handles recruitment, training, and daily management of your appointment setters, so your agents can focus on closing.
Daily Coaching & Quality Control
We review calls, track KPIs, and coach setters daily to maximize show rates and ensure high-quality interactions.
System Monitoring
& Support
From troubleshooting to performance tracking, our team keeps your tech stack and teams running smoothly.
Lead Flow & Script Optimization
We help you refine your scripts and workflows to make sure every lead is worked properly and every setter performs consistently.
Agent Productivity
Audits
Gain insight into how your agents spend their time and uncover bottlenecks holding back production.
FAQ’s
Got questions? we have answers!
What types of insurance agencies do you work with?
We work with independent agents, agency owners, recruiters, and brokerages across all verticals: including life, health, Medicare, final expense, P&C, and more. Whether you're a solo agent or run a large team, we can tailor solutions for you.
How is your appointment-setting different from other services?
We specialize exclusively in the insurance space. Our approach combines proven marketing campaigns, custom scripting, and trained setters who understand compliance and buyer behavior in your niche, so every appointment is more likely to convert.
Do I need to have a large team or big budget to get started?
Not at all. We support both individual agents and multi-agent teams. Our solutions scale with your business, and we offer flexible pricing models that meet you where you are, without locking you into long-term commitments.
How quickly can I expect to see booked appointments?
Most clients begin seeing consistent booked calls within the first 7–14 days of launch. You’ll get access to detailed reporting, real-time calendar syncing, and a transparent view of appointment flow from day one.
What’s the first step to working with you?
It starts with a quick Discovery Call. We’ll learn about your goals, walk through your current appointment-setting process, and show you how we can take the heavy lifting off your plate, so you and your team can focus on closing.
Have Questions or Ready to Get Started?
We’re here to help you unlock growth and efficiency in your business. Reach out now, and one of our specialists will get back to you shortly to discuss how we can support your success.
Have Questions or Ready to Get Started?
Let’s talk about how we can support your agency’s growth. Reach out today and a member of our team will follow up shortly.