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 professionals do you work with?
We work with independent agents, agency owners, recruiters, and brokers across all lines — including life, health, Medicare, P&C, and more.
How is your marketing different from general agencies?
We specialize in the insurance space. Every strategy, piece of content, and ad campaign is designed specifically with insurance clients, compliance, and customer behavior in mind.
Do I need to have a large team or budget to get started?
Not at all. We work with solo agents and large organizations alike, offering flexible solutions that grow with your business.
How quickly can I expect to see results?
While every market is different, many clients see increased traffic, lead flow, and engagement within the first 30–60 days, especially with paid campaigns and targeted outreach.
What’s the first step to working with you?
It starts with a free consultation. We’ll learn more about your goals, audit your current efforts, and recommend a tailored action plan.
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.