Insurance agents are constantly battling between two extremes: prospecting for leads and selling policies to them. That means before agents can sell insurance, they must take time out of their busy schedules to call and set appointments – or drive around door knocking to set appointments with the distrustful seniors they happen to catch off-guard.
But it doesn’t have to be that way. Agents can now outsource the time-intensive task of setting appointments to us, so you can just show up to your Medicare or Final Expense insurance appointments and do what you get paid to do: sell insurance. It’s unarguable that agents who spend their time meeting potential clients in appointments, rather than splitting their week between calling and going on appointments – make more money and are more successful.
“How do we set these preset appointments for you?”
Here are 6 Steps to Creating Your Appointments
Experienced Appointment Setters
Our American-managed Filipino call center is staffed with employees who pass an English fluency test after being vetted for past calling and sales experience. The employees are also educated in the basics of Medicare and life insurance so they can handle basic questions from the leads they call.
You Choose Your Area
In order for our callers to have enough data to call, we need agents to claim at least 2-3 nearby counties. If you’re primarily selling Final Expense, we recommend targeting more rural and suburb areas, whereas Medicare Supplement agents should focus on areas with a low Medicare Advantage penetration rate (MARP).
Filtered Sales Data
After we scrub our data, especially against cell phones, for the areas you’ve selected, we then load it into our state-of-the-art CRM dialing system that allows our appointment setters to quickly call on your behalf – stocking your calendar full of qualified appointments for you to just show up and sell to.
Quality Assurance Program
After a prospect requests an appointment with a Final Expense or Medicare Supplement agent, the recording is then sent to an operations manager who reviews it. Only leads that specifically agreed to an appointment to review their coverage options are sent to the agent.
Leads that have passed the quality assurance program are then packaged together in an easy-to-read Excel spreadsheet that links to the recordings, so you can review each lead as necessary. The agent will receive leads at the end of every day until their order is completed.
“Why are our preset appointments the best?”
Find Out Why Agents Prefer Our Personalized Appointments
Every lead we create for you will always be yours and only yours – period. We are in the business of selling leads, not reselling them.
Imagine doubling the number of presentations you give in any week, because you can focus on attending appointments, not setting them.
Instead of waiting weeks for your leads, you can now have highly qualified pre set insurance appointments within 72 hours of ordering.
Compare the cost of this service to hiring your own appointment setter or doing it yourself. Without a doubt, we save you both time and money.
No More Calling Leads
Spend your days selling insurance instead of calling to set appointments for the following day – this ensures more commissions.
High ‘Sit’ Ratios
On average, our agents have been sitting with 70 percent of the appointments we set for them – the rest, you can call back to reschedule.
“Ready to double the number of presentations you give in a week?”
STEP INTO APPOINTMENTS SET FOR YOU
“Wondering how these presets stack up against other options?”
Compare Other Appointment-Setting Tactics
Forget trying to juggle the extra payroll and administrative duties that come with employing a W-2 worker. With our service, you bypass all those hoops and taxes.
Get A Virtual Assistant
Some agents believe that hiring a virtual assistant is easier and cheaper – which is true, but only for those who have a thorough process in place for training, hiring and firing.
Other Appointment Setting Services
Make sure you deal with an American-based company that has a track record for providing value to the insurance agent community and not a fly-by-night lead company.
“Why should you trust us to set appointments for you?”
12 Hassles You Dodge by Outsourcing Appointment Setting to Us
Designing job wanted ads for appointment setters
Filtering applicants and doing background checks
Interviewing numerous setters to find just one
Extra time for admin and paperwork duties
Conducting research on CRM-dialing software
Crafting an appointment setting script
Training setters in the basics of insurance
Researching and testing out data vendors
Renting CRM’s, dialers, and data lists
Customizing settings for your dialing software
Managing your setters’ day-to-day performance
Firing and hiring another setter to replace them
“Do you know why we eliminate the competition?”
Figure Out What Sets Lead Heroes Apart from Everyone Else
Forget worrying about any contracts or surprising cancellation fees – buy only what you need to fill your schedule.
No Preferential Tactics
Feel safe knowing that Lead Heroes doesn’t employ or ally with any agents or agencies who cherry-pick the better leads.
Feel free to ask us any questions via email or by phone and we will get back to you with an answer within 48 hours of receipt.
No Reselling Allowed
Watch out for companies that generate their leads via the internet, they’re often resold and shared with other agents. Your leads will be never resold!
Our previous experience selling insurance before starting a lead generation company helps us understand what agents need.
Modern Payment Options
Skip sending in orders by fax or mailing in checks for lead orders – instead, pay comfortably and securely from your own computer.
No Funny Stuff
Avoid billing hassles like over-billings and unauthorized charges to your account – we don’t play ‘gotcha’ games with agents.
Be sure to check the recordings sent to you; if someone didn’t ask to meet with an agent, we’ll instantly refund you.
“Ready to sit back and just show up to sell insurance?”
Custom Calling Campaigns
- 100% Customizable
- Hire exclusive callers dedicated to your business! Our custom calling campaigns are completely customizable, meticulously managed and absolutely affordable for all your different calling needs. This includes Pre-Set Appointments, Live Transfers, Qualified Leads and More!
- Pre Set Appt Sample
- Live Transfer Sample
Only Spend Your Time Meeting With People Who Want To Meet With You
LARGE VOLUME IMO/FMO DISCOUNT AVAILABLE!