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Professional Appointment Setters for Insurance Agents Across the US
For over 15 years, Hit Rate Solutions has helped insurance agents across the US fill their calendars with pre-qualified, confirmed appointments, allowing your team to focus on closing policies instead of chasing leads.
A Better Client
Experience
5 sec
Key Client Average Speed to Answer
98%
Dedicated Client Call Quality Assurance Score
1.9k
Calls Monitored and Scored Monthly
24/7
Advanced Customer Support
They Work with Us
Insurance Appointment Setting That Fills Your Sales Pipeline
Why Work with an Insurance Appointment Setting Team
Most insurance teams lose deals not because of closing, but because outreach is inconsistent and time-consuming. At Hit Rate Solutions, we take full ownership of your outreach so your agents can focus on closing.
We manage outreach so your agents can focus on closing.
- More time to sell: Focus on closing, not prospecting.
- A consistent pipeline: Qualified appointments, delivered continuously.
- No operational burden: No hiring, training, or management required.
- Priority access to leads: Engage prospects before the competition.
- Effortless scalability: Grow without expanding your internal team.
Our Insurance Outbound
Services
Lead Generation for Insurance Agencies
Our team builds verified prospect databases filtered to your target profile and turns them into qualified leads your agents can act on.
Cold Calling for Insurance Agents
Our callers run outbound campaigns using custom scripts built around your product lines and the objections that come up in insurance conversations every day.
Insurance Prospect Feedback Outreach
Our team conducts structured outreach that surfaces intent signals, coverage gaps, and timing, giving your agents sharper context before every meeting.
Stop Losing Hours to Prospecting. Let a Dedicated Team Fill Your Calendar.
Why Human Appointment Setters Outperform Automated Systems in Insurance
Automated dialing can move faster, but it cannot interpret hesitation, build trust, or adapt conversations in real time. In insurance, those moments are what turn a contact into a confirmed appointment.
- Real conversations, not scripts: Experienced callers adjust tone and timing based on what the prospect actually needs.
- Built-in compliance: Every interaction follows insurance regulations, protecting your agency at every step.
- Deeper qualification: We identify real intent and decision-makers, not just checkbox answers.
- Objections handled live: Concerns around cost, coverage, or timing are addressed in the moment.
- Higher-quality appointments: Prospects arrive engaged and informed, not just scheduled.
Our Insurance Appointment Setting Process
Hit Rate Solutions runs every campaign on a simple principle: you should know exactly what is happening at every stage, who we are reaching, what we are saying, and how each lead is progressing.
Script Development & Insurance Prospect Database Formation
We build a verified prospect database aligned with your ideal client profile such as Medicare-eligible individuals, business owners reviewing commercial coverage, or families exploring life insurance, and develop compliant scripts that match your agency’s voice and positioning.
Training & Lead Management
Our appointment setters train on your product lines, agency positioning, and real market objections before making calls, ensuring every interaction sounds informed, relevant, and consistent with how your team communicates and builds trust with prospects.
Building Brand Awareness & Lead Interest
Most prospects do not convert on the first interaction, especially in insurance. Our team runs structured multi-touch outreach across channels, maintaining consistent visibility and engagement until the prospect’s need becomes immediate and action-ready.
Scheduling & Lead Transfer
Qualified appointments are booked directly into your calendar, while high-intent prospects are transferred live to your agents. You receive detailed daily reporting, including call recordings, giving full visibility into performance and lead progression.
Why Hire Hit Rate Solutions as Your Insurance Appointment Setting Company
Getting consistent results from insurance appointment setting requires the right infrastructure, specialized caller training built around your products, and a process aligned with how insurance prospects actually make decisions, not a generic outbound framework.
Insurance-Specific Caller Training
Every setter trains on your product lines, your market, and your objections before the first call goes out.
Compliant Outreach on Every Campaign
All outreach stays within the regulatory boundaries that govern insurance sales, protecting your agency on every dial.
Pre-Qualified Appointments Only
Your agents receive confirmed meetings with prospects who have verified intent — no cold names, no wasted time.
Flexible, Transparent Pricing
Month-to-month campaigns with clear, upfront costs and no long-term contracts locking you in.
Warm Lead Transfer Protocol
High-interest prospects are handed off live to your agents the moment they're ready to talk.
15+ Years Running Insurance Outreach Campaigns
Over a decade of proven outbound infrastructure built specifically around how insurance prospects make decisions.
Scalable Campaign Structure
Whether you're expanding into new states or adding product lines, your campaign adjusts without rebuilding from scratch.
Ready to Build Your Insurance Pipeline?
Connect with Hit Rate Solutions to design an appointment setting campaign built around your products, your compliance requirements, and your agency's growth targets.
What Our Clients Say About Working with Us
Hit Rate Solutions has been a joy to work with. They are very professional and provide me all my telemarketing and back office needs for my insurance business!
CEO
5
HitRate has been amazing from the start. To onboarding, account manager communications, and the associate we oversee have been excellent. Very pleased with the way this partnership has gone and excited to see us grow with them as well. Highly recommend their services.
CEO
5
I have had the pleasure of working with Hit Rate Solutions for the past seven years. Throughout that time, I’ve had the same dedicated representative managing my telemarketing campaigns, which has provided consistency, reliability, and outstanding service.
I highly recommend Hit Rate Solutions to anyone seeking professional telemarketing services to help take their business to the next level.
CEO
5
The fastest setup we’ve experienced — the team had reps ready in under a week, with strong English and quick learning.
CEO
5
Our associate improves every week. The process has been easy, and collaboration is strong.
CEO
5
Seamless, professional experience. The team is highly detailed and hardworking.
CEO
5
The team is responsive with solid reporting, and Mia is a dependable, trustworthy associate.
CEO
5
The sales process was seamless, and our associate has been a standout — energetic, reliable, and dedicated.
CEO
5
Helpful and smooth onboarding. The team is easy to work with.
CEO
5
Mel is hardworking, resourceful, and quick to solve problems — a true asset to the campaign.
CEO
5
I was hesitant to work with a call center service but I have been blown away so far. My team constantly thanks me for hiring such a service as it’s freed up a significant amount of time for us. The quality has been great, too!
CEO
5
I would highly recommend Hit Rate Solutions for all of your call center needs. It has done wonders for our business and it’s only been a few months. I wish we would’ve signed up sooner!
CEO
5
From the jump, I was sold. Hit Rate has been so easy to work with and they are all incredibly professional. They also know a ton about the IT industry, a pleasant surprise!
CEO
5
Our Main Markets
Real Results from Our Insurance Appointment Setting Campaigns
The most accurate picture of what our service delivers comes from the agencies that have already used it. The results below reflect real campaigns run for insurance professionals across the US.
Order Taking
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Customer Support
Customer Support for Sheds Direct Stores
ShedsForLessDirect is an ecommerce company out of Missouri. They started with 1 online store back in 2006.
Massive Sales Growth
Partnering with Hit Rate Solutions led to a considerable increase in quarterly sales for ShedsForLessDirect.
Order Volume Expansion
With the assistance of our services, ShedsForLessDirect was able to manage a substantial increase in order volume during the peak of the COVID-19 pandemic.
Improved Customer Satisfaction
By enhancing customer support and reducing the time to order, Hit Rate Solutions helped ShedsForLessDirect boost customer satisfaction and increase conversion rates.
Order Taking
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Live Call Transfer
Live Call Transfer for Safer Wholesaler
Safer Wholesaler is an ecommerce company from New Lenox, Illinois. They started selling in a Flea Market.
Enhanced Call Volume
Safer Wholesaler experienced a 75% increase in daily call volume after implementing Hit Rate Solutions, bolstering their customer engagement significantly.
Substantial Increase in Transfers
Our services facilitated a boost in daily transfers from 8 to 21, enhancing customer and sales associate interactions for quicker transactions.
Lead Generation Boost
Safer Wholesaler's weekday leads saw a significant increase from 70 to 280, supporting their aim of enhancing conversions and reducing abandonment.
Cold Calling
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Cold Calling for Reverse Care
Senior Solutions Group is a non-profit charitable organization that helps and educates senior groups on various financial products.
Significant Associate Increase
With Hit Rate Solutions, Senior Solutions Group experienced a 400% boost in associates, enabling greater outreach and pre-qualification of senior customers.
Impressive Transfer Uplift
Our services contributed to an over 150% increase in daily transfers, escalating from 15 to 40 transfers per day.
Greater Customer Pre-Qualification
By pre-qualifying the 55+ years old senior community across the U.S., the organization successfully found more and better-qualified customers.
Answering Service
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Virtual Receptionist
Virtual Receptionist for Doctors on Call
Doctors on Call is a company that helps California residents contact their physicians.
Exceptional Call Handling
Hit Rate Solutions ensured that Doctors on Call never missed a call, answering within 2 seconds, thereby decreasing customer wait times significantly.
Substantial Customer Satisfaction Boost
Through efficient handling of calls, we helped Doctors on Call increase customer satisfaction by 85%, ensuring their patients' needs were met.
Complete Coverage of Patient Concerns
Our solutions catered to 95% of patient concerns, successfully connecting them with their physicians, and significantly reducing dropped or missed calls.
Appointment Setting
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Appointment Setting for Logan Klink
Logan Klink is an agent under American Income life insurance company which has clients from Canada and New Zealand but originated in New York.
Profound Appointment Boost
Through Hit Rate Solutions, Logan Klink was able to secure 3-4 appointments per week, a 300% increase, enhancing his productivity and client outreach.
Increased Deal Closure
With our support, Logan managed to close 5 deals per week, which significantly amplified his sales figures.
Top Agent Ascension
Leveraging our services, Logan became one of the top agents of American Income, successfully establishing long-term relationships with his clients and boosting his career in life insurance.
Appointment Setting
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Appointment Setting for Diligent Recovery
Diligent Recovery is a firm in California County that helps homeowners recover their houses.
Appointments Surge
Hit Rate Solutions helped Diligent Recovery boost their appointments with homeowners by 150%, enabling them to consistently secure 2-3 appointments per week.
Client Retention Success
Thanks to our services, 85% of Diligent Recovery's clients managed to retain their homes post-foreclosure, dramatically fulfilling the firm's mission.
Homeowner Reach Expansion
Our support significantly expanded Diligent Recovery's outreach, ensuring that more homeowners received much-needed assistance after foreclosure.
Lead Generations
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Lead Generations for Bold Leads
Bold Leads is powered by Lonewolf Technologies based in Arizona. They are a leader in real estate lead generation.
Boosted Lead Generation
By partnering with HitRate Solutions, Bold Leads significantly increased their lead generation efforts, resulting in a surge of qualified leads that helped drive more closed deals and revenue growth for the company.
Optimized Back-Office Operations
HitRate Solutions provided essential back-office support services, allowing Bold Leads' real estate agents to focus on their primary task - closing deals. This shift led to increased productivity and boosted customer satisfaction.
Enhanced Customer Satisfaction
The dedicated support from HitRate Solutions enabled Bold Leads' agents to deliver superior service to their clients, resulting in improved customer satisfaction and loyalty, reinforcing the company's position as a trusted partner in the real estate industry.
Appointment Setting
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Appointment Setting for Apex Wireless
Apex Wireless has been an authorized TELUS dealer in Canada for over 30 years.
Upselling Boom
With Hit Rate Solutions' aid, Apex Wireless observed a significant 33% increase in upsold products, boosting their sales revenue.
Customer Reach and Engagement
Hit Rate Solutions successfully expanded Apex Wireless' reach to business specialists, securing their position in a competitive marketplace.
Effective Data Usage Reports
By effectively sending out data usage reports to clients, Hit Rate Solutions helped Apex Wireless raise the number of these reports from 0 to 95%, contributing to an informed and satisfied customer base.
Appointment Setting
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Appointment Setting for Nobee
Originating in Boston, Nobee is the new way to rent.
Streamlined Appointment Setting
HitRate Solutions efficiently arranged apartment tours, helping Nobee showcase their unique rental system and offerings to potential renters.
Successful Lead Pre-Qualification
Through their partnership with HitRate Solutions, Nobee has pre-qualified over 50 renters, ensuring they're engaging with an audience that aligns with their business model.
Business Growth and Enhanced Customer Experience
With HitRate Solutions' support, Nobee has been able to expand their business while also providing a better and more affordable rental experience for their customers.
Lead Generations
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Lead Generations for Dynamic Insurance Services
Dynamic Insurance Services is a pioneer in the final expense sector and is located in Texas. They train their own insurance agents from tier 1-4.
Consistent Lead Generation
Hit Rate Solutions provided Dynamic Insurance Services with 4-5 qualified leads per day, ensuring a steady flow of prospects for their Tier 4 advocate agents.
400% Increase in Tier 4 Advocates
With a successful lead generation strategy, Dynamic Insurance Services grew its top-performing agent team from 2 to 10 Tier 4 advocates, marking a 400% increase.
Empowering Top-Performing Agents
The increase in Tier 4 advocates enabled Dynamic Insurance Services to create the ultimate virtual team of high-performing agents, who manage their own teams and receive overrides on those teams.
Appointment Setting
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Appointment Setting for Cashman Claims
Cashman claims is located in Massachusetts and helps their clients reclaim money that is owed to families, individuals, and businesses.
Efficient Appointment Setting
HitRate Solutions aided Cashman Claims in successfully booking appointments with clients interested in reclaiming their assets, enhancing their operational efficiency.
Enhanced Team Productivity
Collaborating with HitRate Solutions, Cashman Claims grew its appointment-setting team from one to three members, resulting in a 200% increase in efficiency.
Remarkable Asset Recovery
With efficient appointment setting and asset recovery process, Cashman Claims successfully returned over $1,350,000 in unclaimed property nationwide.
Appointment Setting
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Appointment Setting for Integrity Marketing
Integrity Marketing is an Insurtech company that started in 2006 in Dallas, Texas.
Appointment Setting Success
With HitRate Solutions' expertise, Integrity Marketing effectively set appointments with agents interested in learning more about their products and services.
Real-time Reporting and Analytics
HitRate Solutions' real-time reporting and analytics provided insights to Integrity Marketing, allowing them to track the success of their appointment-setting campaigns.
Remarkable Growth
Through strategic appointment setting and data analysis, Integrity Marketing managed to grow its network impressively, reaching over 420,000 agents and millions of customers.
Lead Generations
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Lead Generations for DH Insurance Group
DH Insurance Group is a medical insurance company for those 65+ years old.
Effective Lead Generation
With the help of HitRate Solutions, DH Insurance Group successfully generated valuable leads and provided their licensed insurance agents with a list of potential customers who were interested in Medicare options.
Customer-Centric Tool Development
HitRate Solutions developed a 60-second comparison tool, enabling DH Insurance Group's customers to compare Medicare plans and estimate savings quickly and efficiently.
Targeted Outreach for 65+ Customers
HitRate Solutions' targeted approach allowed DH Insurance Group to reach potential customers aged 65 and above, expanding their customer base and enhancing their services.
Order Taking
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Order Taking for OMRS
OMRS operates from Manhattan. They provide a delivery service system for local retail shops and restaurants.
24/7 Customer Support
HitRate Solutions provided OMRS with round-the-clock customer support, ensuring no order was missed and each customer was adequately serviced, no matter the time of day.
Team Expansion and Scalability
OMRS saw a significant growth in their customer support team, from one to eight people, courtesy of HitRate Solutions' scalable services, enhancing operational efficiency and order management.
Increased Customer Satisfaction
By managing orders promptly and providing constant support, HitRate Solutions greatly improved customer satisfaction and retention for OMRS, fostering positive customer experiences.
Lead Generations
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Enhancing Real Estate Client Acquisition Through Targeted Telemarketing Campaign by Hit Rate Solutions
Hit Rate Solutions, a telemarketing service provider, executed a campaign for a real estate company based in Toronto, Ontario. The campaign was designed to enhance lead generation and conversion rates through targeted telemarketing efforts.
35% Higher Conversion
Hit Rate Solutions boosted lead conversion, enhancing ROI.
40% More Leads
Precise targeting and effective scripts increased high-quality leads.
50% Efficiency Gain
Collaborative efforts scaled operations efficiently, supporting market penetration and business growth.
Cold Calling
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Hit Rate Solutions Drives Market Research for New Product Launch
Hit Rate Solutions helps a consultant gather key market research for a client's new product.
Multi-Channel Insights
Hit Rate Solutions used phone calls, emails, and texts to gather a richer understanding of the target market.
Actionable Data, Delivered Fast
Our client got clear, organized results in a user-friendly format for swift analysis and informed decision-making.
Streamlined Research
We completed the client's market research within six months
Lead Generations
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Hit Rate Solutions Boosts Real Estate Leads and Appointments with Targeted Telemarketing
Through a strategic telemarketing approach, Hit Rate Solutions connects a real estate company with potential new clients.
B2B Focus for Real Estate Success
Hit Rate Solutions identified high-potential B2B clients in the industry and location, expanding the reach beyond traditional methods.
Script Tailored to Value Proposition
We crafted a telemarketing script specifically highlighting the benefits of the client’s real estate services to resonate with ideal B2B clients.
From Leads to Appointments
Hit Rate Solutions' targeted campaign secured more qualified leads for the client, leading to a significant increase in appointments.
Answering Service
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Hit Rate Solutions Strengthens Locksmith Empire's Customer Service with Dedicated Support
Locksmith Empire is a Salem, OR, locksmith offering residential, commercial, and automotive services for over 10 years.
Faster Response Times for Customers
Hit Rate Solutions made sure the customers got the fast, reliable service they deserved.
Streamlined Back Office, Focus on Business
We handled data entry, follow-up tasks, and job closure to free the client to focus on growing their business.
Dedicated Support, Less Owner Burden
We gave the client peace of mind knowing their business was running smoothly.
Customer Support
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Hit Rate Solutions Boosts Pacific Associates Corp.'s Client Service with Streamlined Legal Support
Pacific Associates Corp. is a debt relief company in Irvine, CA, with over 20 years of experience helping clients manage high-interest debt.
Seamless Integration
We integrated seamlessly with the existing team, ensuring smooth communication and accelerating the debt consolidation process for the company’s clients.
Legal Muscle for Debt Consolidation Practice
We provided skilled legal assistants to manage document retrieval, processing, and creditor communication so the team could focus on client strategy.
Efficient Operations, More Time for Clients
Swiftly completing tasks, we guaranteed timely casework and improved the company’s client service.
Lead Generations
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Hit Rate Solutions Drives Sales Growth for Equipment Suppliers
An equipment supplier ups sales via Hit Rate Solutions' outbound calls.
Expanded Reach, Generated New Leads
Hit Rate Solutions identified and contacted qualified prospects to expand the client’s reach and fuel the sales pipeline with fresh opportunities.
Revived Sales
Our team reconnected with past customers, rekindling relationships and uncovering new sales potential.
Maximized Results
We seamlessly integrated with the client’s team and maximized sales growth.
Appointment Setting
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Hit Rate Solutions Supercharges Linked Solution's Appointment Setting
Brooklyn's Linked Solutions is a fast-rising provider of premium, custom security solutions.
Skilled Communication, More Qualified Appointments
Our appointment setters ensured connecting with the best candidates for the client’s recruitment needs.
Scheduling Top Talent Faster
We secured qualified candidates quickly to put the best talent in front of the recruiters sooner.
Increased Efficiency
Our team freed the client’s recruiters to focus on building relationships and closing deals.
Lead Generations
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Hit Rate Solutions Supercharges Consulting Company’s Lead Generation
A consulting company aims to ramp up lead gen with strategic outbound calls by Hit Rate Solutions.
4,000 Dials, Strong Leads in 80 Hours
We maximized outreach, and a strong conversion rate turned the dials into qualified leads.
Automated Daily Reporting
With automated daily reports, we kept the company in the loop on call activity and campaign progress.
Seamless Setup, Fast Results
With our easy and straightforward setup, we minimized disruption while accelerating lead generation.
Customer Support
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Hit Rate Solutions Lightens the Load for Blue Humming Therapy
Blue Humming Therapy is a non-profit organization offering mental health services.
Reduced Workload, Increased Efficiency
Efficiently handling calls and intakes, we freed up the staff to focus on client care.
Prompt Responses & Detailed Notes
Improved communication ensured potential clients received timely information, with clear follow-up for the company.
Flexible Support
Our tailored approach met all the phone service needs of the company.
Customer Support
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Hit Rate Solutions Boosts Sales Pipeline for Lonewolf Technologies
Lone Wolf Technologies is a real estate brokerage software with 35 years of experience.
Increased Sales, Streamlined Process
Our multi-channel outreach increased sales transfers for the company so they could focus on closing deals.
Cost-Effective Growth
Our efficient approach provided the company with a significant return on investment.
Positive Partnership
Positive Partnership The company was impressed with our work ethic, positive attitude, and collaborative spirit for a winning partnership.
Lead Generations
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Hit Rate Solutions Serves Up Success for Food Safety Consulting Co
A food safety consulting company thrives with Hit Rate Solutions’ targeted outreach.
Lead Generation & Sales Growth
Our targeted outreach generated new leads and increased sales for the food safety consulting firm, propelling their business forward.
Perfect Fit & Personalized Results
The client valued our company culture alignment and focus on tailored support leading to a successful partnership.
Measurable ROI
New client acquisition and increased sales demonstrated the effectiveness of our data-driven strategies.
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Fill Your Calendar with Pre-Qualified Insurance Appointments
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FAQ
About Our Insurance Appointment Setting Services
What does an insurance appointment-setting service entail?
Insurance appointment setting services specialize in scheduling sales appointments for insurance agents with prospective and current clients. These services focus on generating qualified appointments, ensuring that agents spend their time with leads most likely to convert into new clients for various insurance products, including life insurance.
How fast can your team get an insurance appointment setting campaign running?
Most campaigns are fully operational within 7 to 14 business days. That window covers prospect database verification, custom script development, compliance review, and complete team training on your insurance products; everything needed to ensure the first call out of the gate represents your agency accurately.
Do your insurance appointment setters build the prospect list, or do we provide one?
Both options work. If you already have a database, we review, verify, and prepare it for outreach. If you're starting from scratch or moving into a new market, we build a targeted list filtered by geography, policy type, and your ideal client profile, with every contact verified before outreach begins.
Is a long-term contract required to get started?
No. Our campaigns run on a month-to-month structure. A partnership built on consistent performance doesn't need restrictive contract terms to hold it together, so we don't use them.
Can you target prospects for a specific product, like Medicare or final expense?
Yes. Every campaign is built around your exact product focus, reaching Medicare-eligible adults in specific states, families evaluating final expense coverage, or business owners comparing commercial insurance options. Your product type shapes how the list is built and how the script is written.
Who owns the leads and data your team generates?
You do. Every contact record, call recording, and piece of market intelligence gathered during the campaign belongs to your agency. We don't retain it, resell it, or repurpose it for any other client. After the campaign ends, everything transfers to you.