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Effective B2B Appointment Setting for Insurance Brokers

When you're ready to meet with prospects, our B2B appointment setting service ensures that you're scheduled with qualified businesses, right when they need a quote. We set appointments ahead of insurance renewal dates, giving your team the best opportunity to close deals.

  • Set appointments with businesses interested in bidding for insurance
  • Start calling 3 months before X-dates for timely appointments
  • Focus on prospects that are ready to engage and make decisions

Maximize Your Insurance Opportunities

We understand the importance of timing and relevance when setting appointments. By focusing on X-dates and renewal periods, we ensure that your appointments align with your prospects’ needs, helping you maximize every opportunity.

Your program includes a dedicated appointment setter who will confirm each appointment one day in advance. You’ll be able to communicate directly with them if you have any questions or concerns about upcoming appointments—giving you the benefits of a personal appointment setter without the need to manage one yourself.

Appointments are billed on a pay-per-appointment basis, invoiced monthly. If an appointment is cancelled or falls through, you have 7 days from the scheduled date to notify us via the online lead portal. We will either attempt to reschedule the appointment or ensure you are not charged for it.

  • Set up meetings that matter for both your team and your prospects
  • Reduce time spent on cold leads by targeting businesses with upcoming renewals
  • Experience a seamless process from lead generation to appointment setting. Once you provide your refined cold calling list and the program is underway, all that’s left for you to do is sit back and watch the appointments roll in!
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Take Your Appointment Setting to the Next Level

Ready to boost your B2B appointment setting with expert help? Contact us now to set up a consultation and start connecting with the right prospects today.

Boost Your B2B Appointments