Insurance appointment setting
Insurance appointment setting for agents and agencies.
We help insurance agencies and authorised independent agents spend more time presenting and less time dialling: contacting your leads, qualifying interest and booking appointments into your calendar.
Appointments we book
- Policy reviews
- Needs analysis consultations
- Quote follow-up calls
- Benefit enrolment meetings
- Virtual or in-home presentations
Who we support in insurance.
Who it's for
- Life, health and final expense agents
- Independent agents and agency owners
- Agencies onboarding and supporting new agents
- Benefits and supplemental insurance teams
Challenges we solve
- Inbound leads that go cold before an agent can call back
- Agents spending prime selling hours on outreach
- Prospects who request information but never book
- Little visibility of contact attempts and booking rates
How our appointment setting works.
Seven steps from first contact to a confirmed appointment on your calendar.
- 1
Prospect identification
Work through your inbound leads, referrals or aged lists, and agree target segments such as age range, location and product interest.
- 2
Lead qualification
Confirm interest, basic eligibility questions you approve and the best time to talk, without giving insurance advice.
- 3
Outreach
Calls, texts and emails to prospects who have given consent, using scripts you approve.
- 4
Follow-up
Persistent, respectful follow-up for no-answers, call-backs and reschedules, on an agreed cadence.
- 5
Appointment scheduling
Book policy reviews and presentations at times that suit the prospect and the agent.
- 6
Calendar coordination
Appointments placed directly into each agent's calendar with notes, plus reminders to reduce no-shows.
- 7
Appointment reporting
Weekly reports on contacts, conversations, appointments booked and outcomes you share back.
Built for how insurance agents work
- American Income Life
- Globe Life
Agents and agencies representing carriers such as American Income Life and Globe Life often work high volumes of inbound and referral leads. Our appointment setting is designed for that model: fast contact, clear qualification and organised calendars.
Aptix Technology is independent and is not affiliated with, endorsed by or authorised by American Income Life, Globe Life or any other carrier. Names are used only to describe the kinds of agents we can support.
Compliant, professional outreach
Insurance outreach is regulated. We work within your agency's compliance requirements, contact only prospects with appropriate consent, honour Do Not Call requests and follow applicable rules such as the TCPA and state regulations. Our team books appointments; licensed agents provide all insurance advice.
Appointment setting packages.
Start with the scope that matches your team. Every package is tailored to your industry and leads.
Starter
Custom quote
Appointment setting for one agent or a small team.
Deliverables
- Prospect profile and script
- Outreach to your leads
- Calendar booking
- Weekly summary
Features
- One calendar
- Reminder messages
- Email reporting
Professional
PopularCustom quote
A dedicated appointment-setting workflow for a growing team.
Deliverables
- Lead qualification
- Multi-step follow-up
- Booking across several calendars
- CRM updates
Features
- Several agents or reps
- No-show follow-up
- Weekly reporting
- Strategy calls
Enterprise
Custom quote
Outbound prospecting and appointment setting at scale.
Deliverables
- Prospect list building
- Outbound and inbound coverage
- Multi-office scheduling
- Custom reporting
Features
- Dedicated team lead
- Compliance review of scripts
- Live dashboard
- Quarterly planning
Included in every package
Final pricing depends on scope and is confirmed in a written proposal before any work starts.
- Onboarding call and written plan
- Accounts and data kept in your name
- Clear reporting on activity and results
- A named point of contact
- No promised rankings, leads or meeting counts
Frequently asked questions.
Do your appointment setters give insurance advice?
No. Our team qualifies interest and books appointments. All product discussions and advice are handled by you or your licensed agents.
Can you work our existing leads?
Yes. Most insurance clients start with inbound web leads, referrals or older leads that were never contacted properly.
Can you book for several agents?
Yes. We can book across multiple agents' calendars, following each agent's availability, territory and appointment types.
Are you connected to American Income Life or Globe Life?
No. Aptix is independent and has no affiliation with or endorsement from any carrier. We support individual agents and agencies directly.
Start the conversation
Ready for more insurance appointments?
Book a free consultation. We will review your leads and process and recommend a practical starting point.