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Affordable Insurance Appointment Setting Services for US Businesses

With over 15 years of experience, Hit Rate Solutions is dedicated to elevating the insurance sales process for US companies. Our B2B and B2C appointment setting services are tailored to meet the unique demands of the insurance industry to help improve sales and achieve business expansion.

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Why Opt for Professional Insurance Appointment Setting?

Outsourcing your insurance appointment setting isn’t just about saving time and money — it's about enhancing the effectiveness of your lead generation efforts. It's a strategic move that brings you closer to your potential clients, streamlining the path to successful conversions and business growth.

  • Accelerate sales growth through targeted outreach
  • Ensure a steady stream of engaged insurance leads
  • Boost conversion rates effectively
  • Decrease customer acquisition costs
  • Save on operational expenses and staff turnover
  • Maximize your sales team's focus on existing client service
  • Sharpen your focus on core business operations
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Choosing Hit Rate Solutions for Your Insurance Appointment Setting Needs

Selecting Hit Rate Solutions means partnering with a leader in the insurance appointment setting, where our blend of expertise, tailored strategies, and industry insight makes us an ideal choice.

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    Specialized Expertise & Proven Experience

    Our extensive experience in insurance appointment setting translates to more efficient operations and enhanced results for your insurance business. We have a deep understanding of the insurance industry's unique needs and challenges.

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    Tailored Approach & Rigorous Lead Qualification

    Our approach is crafted specifically for the insurance sector, with custom scripts and ongoing team training. We focus on identifying leads with high conversion potential, aligning our strategies with your specific insurance products and client profiles.

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    High Volume Outbound Calls & Effective Warm Transfers

    We manage large volumes of outbound calls efficiently to make sure that every potential client interaction is meaningful and warm transfers are seamlessly executed.

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    Industry-Specific Appointment Setting Campaigns

    Our appointment setting services are tailored to the specific needs of the insurance industry. From B2B to B2C, we gear every campaign toward engaging and converting your target market.

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    Data Security & Flexible Pricing Models

    We prioritize data privacy and offer a variety of pricing models to suit different business sizes and objectives to provide a cost-effective solution for your insurance appointment setting needs.

Our Unique Insurance Appointment Setting Process

Customized Script & Database Creation

We develop tailored scripts and up-to-date databases to target your ideal insurance clients accurately.

Focused Training & Effective Lead Management

Our team receives comprehensive training on insurance products and services to achieve knowledgeable and effective client interactions.

Brand Promotion & Lead Engagement

We actively promote your insurance services, enhancing brand awareness and identifying genuine interest in your offerings.

Appointment Scheduling & Efficient Lead Transfer

We manage the scheduling process and provide detailed reporting so there’s a smooth transition of interested leads to your team.

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What Our Clients Say

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Our real estate firm has taken off over the past year and I knew we needed more help. It has been such a huge help to have Hit Rate working for us as well. Incredibly talented team and they work so hard to help us out!

Rudy Martinez



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I’m so happy with the services so far and it’s only been a few weeks. Such a sigh of relief knowing there is always someone tending to our customers!

Mark from Wine butler



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Talented call center that offers a suite of services that benefit our IT company. I’m so happy to have found them and given them a chance.

Patrick Rupsch



Expand your insurance client base. Outsource your appointment setting today!

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Why Hit Rate Solutions Stands Out

We're not just another call center. As a leading provider in the Philippines, we offer cost-effective, high-quality services. Our team is fluent in English and is equipped with the expertise needed for the insurance sector. Here's how we stand out:

Competitive Rates

Experienced Callers

Deep Industry Insight

Bespoke Scripting

Global Outreach

Consistent Reporting

Language Proficiency

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Ready to Get Started?

Inbound Call Center

Outbound Call Center Services Tailored to Insurance Lead Generation

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Lead Generation for Life Insurance Agencies

We focus on generating insurance leads that convert.

More About Lead Generation for Life Insurance Agencies

Lead Generation for Life Insurance Agencies

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Cold Calling Services for Insurance Agents

Our experienced team makes cold calling effective and stress-free.

More About Cold Calling Services for Insurance Agents

Cold Calling Services for Insurance Agents

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Customer Survey Service

We gather essential feedback to refine your insurance services.

Customer Survey Service

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Our Main Markets

United States Call Center

Australia Call Center

Canada Call Center

Our Impact on Appointment Setting for Insurance

Explore how we've helped our clients achieve remarkable results in the insurance sector, backed by data and client success stories.

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Order Taking


Customer Support

Customer Support for Niche Market Concepts

Sheds4Less 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 staggering 550% increase in quarterly sales for Sheds4Less, rising from 300 sales to 1950 sales.

Order Volume Expansion

With the assistance of our services, Sheds4Less was able to handle up to 100 orders per day during the peak of the COVID-19 pandemic, a significant rise from their initial 20-30 orders per day.

Improved Customer Satisfaction

By enhancing customer support and reducing the time to order, Hit Rate Solutions helped Sheds4Less boost customer satisfaction and increase conversion rates.

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Order Taking


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.

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Cold Calling


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.

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Answering Service


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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.

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Appointment Setting


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.

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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.

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Lead Generations


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.

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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.

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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.

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Lead Generations


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.

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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.

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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.

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Lead Generations


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.

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Order Taking


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.

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Customer Support


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.

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Lead Generations


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

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Lead Generations


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.

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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.

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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.

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Lead Generations


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.

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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.

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Lead Generations


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.

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Customer Support


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.

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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.

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Lead Generations


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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Outsource Your Insurance Appointment Setting to Us Today!

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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 do B2B insurance appointment-setting services work?

B2B appointment setting services in the insurance industry involve connecting insurance agents with decision-makers in businesses. This process typically includes making outbound calls and setting appointments for discussing business development opportunities, catering to the specific insurance needs of a company.

What role does an appointment setter play in insurance sales?

An appointment setter acts as the initial point of contact between an insurance agency and potential clients. Their role is critical in cold calling, lead generation, and qualifying leads to set appointments. They create the first impression of the agency, making it crucial for them to be skilled in conversation and knowledgeable about insurance services.

How do appointment setting companies generate high-quality insurance leads?

Appointment setting companies use a combination of cold calls, targeted marketing strategies, and in-depth knowledge of the insurance industry to generate high-quality leads. They focus on understanding the specific needs of potential clients, making sure that the set appointments are with individuals or businesses genuinely interested in insurance services.

The role of sales and marketing automation in insurance appointment setting

Sales and marketing automation in appointment setting streamlines the process of reaching out to potential clients. It helps in scheduling, follow-ups, and maintaining consistent communication, thereby increasing the efficiency of securing qualified appointments for insurance sales.

Effective targeting of decision-makers in the insurance sector

To effectively target decision-makers in the insurance sector, appointment setters utilize detailed market research and client profiling. This approach ensures that the outreach efforts are focused on individuals who have the authority and interest in purchasing insurance policies to increase the chances of successful sales.

Tools and technologies used in insurance appointment setting

In insurance appointment setting, various tools and technologies like CRM systems and automated calling software are used. These tools aid in efficiently managing leads, scheduling appointments, and ensuring productive conversations with potential clients.