Appointment setting for insurance brokers
Appointment setting for insurance brokers puts screened calls with people seeking cover in your diary. We make the first calls and book the time. Your broker discusses the client's needs and which cover may suit them.
Tell us which cover types you handle, who you serve and when you can take calls. We agree the screening questions and price before booking starts.
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Screen for the conversation you can help with
Set out the cover types, area and timing that suit your team. Keep the checks tied to the meeting. Booking staff check whether the lead fits the brief. Your broker assesses the person's needs and whether the cover suits them.
- Verified contact details and the enquiry answers.
- The stated cover interest and timing.
- The consent record and screening context.
- A calendar booking with confirmation and reminders.
Agree held-meeting and no-show terms
We agree a fixed price per meeting that meets your rules. The price depends on the work, checks and volume. There is no setup fee or monthly retainer. No-shows and meetings that fail the rules are credited.
Agree how to handle cancelled or moved calls before you start. A meeting gives your broker a chance to speak with a person who fits the brief. It does not promise a policy sale or that an insurer will accept them.
Share the cover types, customer profile and diary capacity you can support. We will confirm the campaign scope and price.
Choose who handles the first call
If your team can call leads and book its own meetings, consider insurance leads. Appointment setting may fit if you have time to meet clients but little time to make booking calls.
Compare the work covered by pay per lead and pay per appointment. Check how many meetings took place, how well the clients fit and what came of the calls before you buy more.
Set the brief for your broker team
Share the cover types, customer profile and diary capacity you can support. We will confirm the campaign scope and price.
Get appointment pricing