Turning 65
T65 prospects age in every month. A setter calls them on schedule, instead of whenever you finally get to the list.
Medicare appointment setting
Medicare appointment setters who call your own leads.
Trained setters dial your own Medicare leads, from Turning-65 lists to AEP season, and book qualified appointments on your calendar. The first fifteen hours are free. You watch the appointments land, then decide from there.
Turning 65 · AEP · Data · Aged. Your carrier, your leads, your CRM.
The short version
What is Medicare appointment setting?
Medicare appointment setting is phone follow-up on the Medicare leads you already own. A trained setter works your Turning-65 lists and your seasonal data leads, qualifies interest, confirms the details you need, and books the appointment on your calendar. You run the enrollment 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.
Plenty of vendors will sell you Medicare leads. That isn’t us. Bring the list you already own and we work it: T65, AEP, and the data leads sitting untouched between seasons.
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 handle the enrollment.
Medicare is a season, then a long tail.
AEP is a scramble and the rest of the year is quiet, so the leads that matter are easy to miss on both ends. A setter keeps Turning-65 prospects moving as they age in, works your data leads between seasons, and gives you the AEP capacity you can’t hire for six weeks at a time.
AEP capacity
You can’t hire and train for a six-week window. A trained setter is booking your calendar from day one of the season.
Between-season data
The leads you bought in spring are still good in summer. A setter works them while everyone else waits for October.
What the free hours actually look like.
1
You claim them
A short setup call. We confirm your Medicare lead flow and sort setter access, then your fifteen hours start.
2
A trained setter dials
Fluent in Medicare leads and the season 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.
For Medicare, setters work within your CMS and TPMO requirements, including your Scope of Appointment process. Your licensed agents own the enrollment conversation.
Medicare appointment setting: common questions.
Do you sell Medicare leads?
No. We call the leads you already have, whether T65, AEP, or data. We don’t sell leads or pre-set appointments. Our job is to work the list you own.
Do you handle CMS and TPMO rules?
We work within them. Setters follow your Scope-of-Appointment process and your compliance requirements; your licensed agents own the enrollment conversation.
Do your setters enroll or advise?
No. Setters qualify the prospect and book the appointment. You and your licensed agents handle the plan comparison and the enrollment.
Can you handle AEP volume?
That’s the point. A trained setter books your calendar from day one of the season, without the six-week hiring scramble.
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 Medicare 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.