Speed on fresh leads
A mortgage-protection or internet lead is warmest the day it comes in. A setter calls then, not when you get back from a day of appointments.
Life insurance appointment setting
Life insurance appointment setters who call your own leads.
Trained setters dial your own life insurance leads, from mortgage-protection direct mail to IUL and term, and book qualified appointments on your calendar. The first fifteen hours are free. You watch the appointments land, then decide from there.
Mortgage protection · Term · IUL · Aged. Your carrier, your leads, your CRM.
The short version
What is life insurance appointment setting?
Life insurance appointment setting is phone follow-up on the life insurance leads you already own. A trained setter calls your mortgage-protection, term, and IUL leads, fresh or aged, qualifies them, and books a sit on your calendar. You run the presentation and write the business. 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.
Most of the life insurance world is selling leads. We aren’t. Bring the list you already own, fresh or aged, and we work it: mortgage protection, term, IUL.
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 agent. We book the appointments; you and your agents write the business.
The lead is warm for about a day.
Mortgage-protection and internet life leads go cold fast: someone who asked on Monday has moved on by Thursday. The aged list you paid for months ago is still full of people who never got a callback. A setter handles the speed on the fresh ones and the persistence on the rest.
Aged-list reactivation
The list you stopped working still has real appointments in it. Patient follow-up is what pulls them out.
Your calendar, cemented
Every booked sit lands on your calendar with the time confirmed and prep notes attached. No-shows route back into same-day follow-up.
What the free hours actually look like.
1
You claim them
A short setup call. We confirm your life insurance lead flow and sort setter access, then your fifteen hours start.
2
A trained setter dials
Fluent in life insurance 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.
Life insurance appointment setting: common questions.
Do you sell life insurance leads?
No. We call the leads you already have, fresh or aged. We don’t sell leads and we don’t sell pre-set appointments. Our job is to work the list you own.
Do you work mortgage-protection and aged leads?
Yes. Fresh mortgage-protection leads need speed; aged lists need persistence. A setter gives both.
Do your setters sell or advise the lead?
No. Setters qualify the lead and book the appointment. You and your licensed agents handle the presentation and write the business.
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 life insurance 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.