Seminar follow-up
Registrants who didn’t book on the night are still interested. A setter follows up while the seminar is fresh in their mind.
Annuity appointment setting
Annuity appointment setters who call your own leads.
Trained setters dial your own annuity and financial-sector leads, from seminar lists to data and aged prospects, and book qualified appointments on your calendar. The first fifteen hours are free. You watch the appointments land, then decide from there.
Seminar · Data · Aged · Referral. Your carrier, your leads, your CRM.
The short version
What is annuity appointment setting?
Annuity appointment setting is phone follow-up on the annuity leads you already own. A trained setter calls your seminar registrants, data leads, and aged prospects, qualifies interest and fit, and books the appointment on your calendar. You run the financial conversation. We keep the calendar full, and we don’t sell leads.
We call the leads you already paid for. We don’t sell you more.
The annuity world is full of lead sellers. We aren’t one. Bring the list you already own and we work it: seminar registrants, data leads, aged prospects.
Your list stays yours, and so does everything that comes off it. We don’t resell your leads, and we never work them for another advisor. We book the appointments; you handle the financial conversation.
Annuity prospects need a warm, patient call.
This is a considered decision, not an impulse buy. A seminar registrant or a data lead often needs several touches before they’ll sit down, and that follow-up is exactly what slips when you’re in appointments. A dedicated setter keeps the calls going until the appointment is on the calendar.
Patient, repeated touches
An annuity prospect rarely says yes on the first call. A setter makes the calls it takes, without you watching the queue.
Your calendar, cemented
Every booked appointment lands on your calendar with the time confirmed and prep notes attached. No-shows route back into follow-up.
What the free hours actually look like.
1
You claim them
A short setup call. We confirm your annuity lead flow and sort setter access, then your fifteen hours start.
2
A trained setter dials
Fluent in annuity and financial-sector leads from the first call. Your report lands at end of shift and an alert fires the moment something books.
3
Appointments land
Real qualified appointments with the right people, booked into your calendar on your own leads, inside the fifteen hours.
4
You decide
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.
From an agent already running it.
I’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.
Mina NademiInsurance agent
The rules live in the system, not in someone’s memory.
- Calling windows are enforced per the lead’s own timezone.
- A do-not-contact request is recorded once, then that number is never dialed again.
- Every call is recorded and reviewed, so conduct is verifiable.
- Setters complete TCPA and calling-hours training before their first dial.
- Your leads stay yours. We don’t reuse or resell them, and we never work them for another agent.
Annuity appointment setting: common questions.
Do you sell annuity leads?
No. We call the leads you already have, whether seminar, data, or aged. We don’t sell leads or pre-set appointments. Our job is to work the list you own.
Do your setters advise or sell?
No. Setters qualify the prospect and book the appointment. You handle the financial planning and the recommendation.
Do you work aged annuity leads?
Yes. Older data and past seminar lists often hold real appointments. Patient follow-up is what surfaces them.
Is it TCPA compliant?
Calling windows are enforced per the lead’s timezone, do-not-contact requests are suppressed, and every call is recorded and reviewed. You keep control of your consent basis and your lists.
What CRM or dialer do you use?
Yours. Setters work inside your own system on scoped access, and your logins and account stay yours.
What does it cost?
Two hourly tiers, no contracts, no setup fee, and the first fifteen hours are free. See the pricing section on the home page for current region rates.
The Replacement Guarantee
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.
The No-Lock-In Promise
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.
Also book for
Other leads we work.
Fifteen hours is enough to know.
Claim them, watch your annuity calendar fill, and decide from there. If the fit is wrong we’d rather find out on our time than yours.
No card. No contract. Pick a time that suits you.