Insurance Appointment Setting
Insurance appointment setting is an exclusive lead generation workflow that qualifies business owners and high-net-worth individuals on policy renewal dates and premium size before booking consultations. By replacing shared vendor leads with exclusive Meta ad funnels, agency producers maintain 78%+ show rates and close larger commercial books of business.
Frequently Asked Questions
Are the insurance leads exclusive to our agency?
100% yes. We do not sell shared aggregator leads. Every campaign is built inside your private Meta ad account and all appointments are placed exclusively on your producers' calendars.
Which insurance lines do you generate appointments for?
We specialize in high-value commercial P&C (contractors, trucking, cyber liability, workers' comp) and high-net-worth personal lines (Indexed Universal Life, premium annuities, key-person executive coverage).
How do you verify prospect interest before setting the call?
Our speed-to-lead agents call and text within 3 minutes of form opt-in, confirming the business policy expiration date, current premium expenditure, and dissatisfaction with current broker representation.
What is the typical cost per booked commercial insurance appointment?
Commercial insurance discovery consultations average between $160 and $320 depending on industry risk class and minimum premium threshold ($15K–$100K+ annual premiums).
Let's install the system that books your calendar by this week.
Book a free strategy call. We'll audit your offer, show you the exact funnel you need, and get qualified sales calls onto your calendar. No pressure, no fluff.