Built for Final Expense Agencies

From appointment systems to setter teams, we’re your behind‑the‑scenes growth engine.

Insurance Agent Solutions was born from firsthand experience. We understand the unique challenges of booking high-quality, in-person final expense appointments and we built a better way.

Built for Final Expense Agencies

From appointment systems to setter teams, we’re your behind‑the‑scenes growth engine.

Insurance Agent Solutions was born from firsthand experience. We understand the unique challenges of booking high-quality, in-person final expense appointments and we built a better way.

OUR STORY

Our founder, Anna Casale, began as a setter for final-expense agents and quickly rose through the ranks because she understood better than anyone how losing selling time chasing leads kills closing opportunities. Today, we build and manage the systems and teams agencies need to scale.

What Makes Us Different

Traditional Approach

  • Generic call centers

  • Agents juggle leads and closing

  • One-size-fits-all systems

  • Limited support

Our Approach

  • Built for face-to-face final expense sales

  • We manage setters, you focus on closing

  • Custom Vici + HighLevel systems

  • Daily coaching + accountability

Our Mission & Values

Productivity & Profitability

Agents stay focused on closing, not setting.

Systems That Scale

Built for growth, not complexity.

Quality-Controlled Team Support

Daily coaching and oversight without the management burden.

Ready to go from chasing to closing?

Let’s build your appointment-setting system together.

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