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.