People
Trained setters ready on day one, fluent in insurance and financial lead follow-up. They know the dialer, the CRM, and how a lead gets worked.
Trained setters call your own insurance and financial leads and book qualified appointments on your calendar. The first fifteen hours are free. You watch the appointments land, then decide from there.
Final expense · Life · Medicare · Annuities · Financial. Your carrier, your leads, your CRM.

The hourly rate of whoever is dialing is the cheap part. The expensive part is everything around it, and every time you’ve built that scaffolding for a VA, a new recruit or a family member, the work landed back on you.
Every one of those jobs is an hour you weren’t in appointments. That’s the real price of a setter, not the hourly rate. We just don’t make it your problem.
We do one thing, and it’s the whole company: call your own leads and book qualified appointments. We’re not a lead vendor, and we’re not a marketing agency running six other services on the side. Your setters fill the calendar; you and your agents take it from there.
Trained setters ready on day one, fluent in insurance and financial lead follow-up. They know the dialer, the CRM, and how a lead gets worked.
Live dashboard, an end-of-shift report, and a Telegram alert the moment something books. No eight-hour silences.
Attendance monitoring is ours. Scoped setter access means your logins and account stay yours.
Say the word on a fresh drop and it enters the queue. No-shows route into same-day follow-up.
A color system tracks your list as we work it, so no lead gets burned twice.
A short setup call. We confirm your lead flow and sort setter access, then your fifteen hours start.
Fluent in your kind of leads from the first call. Your report lands at end of shift and an alert fires the moment something books.
Real qualified appointments with the right people in the room, on your own leads, booked into your calendar inside the fifteen hours. Nothing simulated.
Keep going on Standard or Pro, or walk away clean. The hours were yours either way.
After the free hours: Standard or Pro, billed hourly. No setup fee, no contract, and you stop whenever it stops making sense.
The worst part of an offshore VA isn’t quality. It’s the silence. We give you four surfaces that put you in the room with the operation.
Every dial logged, every reach categorized, every appointment with cementing details plus the setter’s notes. Read it in three minutes.
Schedule, appointments and callbacks on three pages built around how insurance agents run a week. Plan your day around real coverage.
Lead reference, time, date, prep notes on your phone instantly. Finish a presentation, glance down, know your week.
Mark kept, no-show or rescheduled. No-shows route straight back to the setter’s queue for same-day follow-up while the lead’s still warm.
Anyone can book an appointment that never sits. These are recent show ratios for the setters on our floor, straight from our own tracking.

A setter’s track record, not a guarantee. Your leads, your market and your offer shape your own numbers — the free hours are how you find out what yours look like.
Claim your 15 free hoursWe work your list inside your own CRM or dialer. The leads, the recordings, the notes: yours. We don’t reuse them and we don’t hand them to another client.
You will make your own call on what your operation needs. This is simply how ours runs.
Production is climbing, your leads are aging, and the hours you should spend presenting keep going to the phone. Insurance sales run on momentum: be in front of people, work your referrals, keep the calls going, book more sits. The flywheel only compounds while the calendar stays full.
Claim your 15 free hoursEvery graduation restarts the training you already paid for, and every contest means scrambling for dialers. Put the whole booking operation on us, including seats for new agents — an empty calendar is usually why they quit.
Talk about a team setupI’ve had a great experience working with this phone booking team. The team is reliable, professional, and easy to work with. I would definitely recommend their service to anyone looking to improve their appointment-setting process and make their day-to-day workflow more efficient.
Rates shown for your region, in USD, plus applicable tax
For agents who need trained appointment setting support at a practical rate.
For agents who want more experienced setters and higher consistency.
The dialing is the cheap part of any booking setup. What you pay for is everything around it: recruiting, training, coaching, monitoring, replacing. Here is where each option puts that work.
If your setter stops showing up or stops meeting the bar, we replace them and we run the whole swap.
The recruiting, the retraining, the awkward conversation: ours. Your operation never restarts at zero.
Hourly billing, no setup fee, no contract. You only ever pay for hours dialed.
That’s not a trial offer; it’s how the service works every week. Stop whenever it stops making sense.
Claim them, watch your calendar fill, and decide from there. If the fit is wrong we’d rather find out on our time than yours.
We take on a limited number of new setups each month.
No card. No contract. Pick a time that suits you.