Booked insurance appointments on your producers' calendars

Why agencies outsource insurance appointment setting

Producers are paid to quote and bind. Every hour spent dialing aged leads or calling customers for annual reviews is an hour not spent selling. Appointment setting moves that outreach to a dedicated team and returns it to your producers as calendar time with people who agreed to talk.

It also fixes the follow-up gap. Most agencies have hundreds of unconverted quotes and customers who only own one line. A consistent calling cadence turns those into reviews and cross-sell conversations.

Campaigns we run for insurance agents

• Aged quote follow-up: re-engaging shoppers who quoted but did not bind
• Annual policy reviews: booking reviews with existing customers ahead of renewal
• Cross-sell and bundling: auto-only customers to home, renters or umbrella conversations, per your carrier rules
• Win-back: former customers approaching their new policy's renewal
• New prospect appointments: consented shoppers who prefer a scheduled call

How an appointment is set

Our agent introduces your agency by name, confirms the consumer's interest and availability, captures the basics your producer needs, and books a time on the producer's calendar. The consumer receives a confirmation, and the producer receives the notes in your CRM or calendar entry. If a consumer prefers to talk now and your producer is available, we can warm-transfer instead.

Qualification before booking

An appointment is only useful if the person shows up and can be helped. Before booking we confirm:

• They are in a state where the producer is licensed
• The reason for the appointment (new quote, review, renewal, added vehicle or home)
• Current carrier type and renewal timing, if relevant
• The best phone number and time window

Compliance: consent, DNC scrubbing and call recording

Every outbound program we run for insurance agencies is built around the Telephone Consumer Protection Act (TCPA), the Telemarketing Sales Rule and state telemarketing laws. In practice that means three controls on every campaign.

• Consent before the dial. Calls that require prior express written consent are only placed to consumers whose consent record exists, and we keep the consent source, timestamp and disclosure language tied to each record so your agency can audit it.
• DNC scrubbing. Lists are scrubbed against the National Do Not Call Registry, applicable state DNC lists, our internal do-not-call list and known TCPA litigator lists before calling, and opt-out requests are honored and logged.
• Call recording and disclosure. Calls are recorded for quality and dispute review, with recording disclosures that follow the one-party or two-party consent rules of the states involved.

Our agents never claim to represent a carrier they do not represent, and never quote rates or bind coverage. Quoting and advice stay with your licensed producers. This page is general information, not legal advice; your agency's compliance counsel should approve scripts and consent language.

Reporting

You receive daily activity reporting: calls, conversations, appointments set, confirmations and reschedules. We review show rates and outcomes with you weekly and adjust lists, timing and scripts.