Custom Appointment Systems
Set up HighLevel and VICIdial around the way your agents work in the field.
Learn more →Insurance appointment settingMore time in the field.
More time in the field.
Less time booking.
We build and manage the appointment setting operation behind your final expense team, from the dialer and CRM to setter training and daily coaching.
Built for face to face final expense
From a new lead to the right calendar.
We connect your dialer, CRM, calendars, and setter team around your territories and agents’ schedules. You can see how leads are worked and where the booking process needs attention.
How We WorkServices
Choose the support your agency needs.
Managed Setter Teams
Get help recruiting, training, coaching, and managing the people who book your appointments.
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Daily Coaching & Quality Assurance
Review calls and booking outcomes, then turn what you learn into coaching priorities.
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System Monitoring & Support
Get help with troubleshooting, performance tracking, and the handoffs between your tools.
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Lead Flow & Script Optimization
Clarify how leads are assigned, what setters say, and what happens after each call.
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Agent Productivity Audits
Identify where agent time is being lost between lead intake, booking, and the appointment itself.
Learn more →Onboarding
From discovery to launch.
Discovery and strategy
Tell us how your agency sells, where its leads come from, and what happens between a new lead and an appointment.
Build and train
We configure the agreed systems, document the booking process, and prepare the setter team.
Launch and optimize
We review calls, booking activity, and workflow issues so your team can make informed changes.
Frequently asked questions
Who do you work with?
Our specialty is face to face final expense appointment setting. We also speak with independent agents, agency owners, recruiters, and brokerages in related lines such as life, health, Medicare, and property and casualty. Tell us what you sell and how your agents work so we can assess fit.
How is your service different from a general call center?
We build the process around insurance sales. The work can include insurance specific scripts, setters trained on your booking criteria, and oversight of the HighLevel, dialer, and calendar workflow.
Can a solo agent or small team work with IAS?
Yes. Scope depends on the number of agents, your lead flow, your goals, and the support you need. We’ll walk through the available options on a discovery call.
When should we expect appointments?
Timing depends on setup, lead readiness, coverage, and agent availability. During discovery, we’ll identify what needs to be in place and what reporting and calendar visibility your setup can support.
Do I need an existing dialer or CRM?
Tell us what you already use. We can assess what can be used as part of the booking workflow and what needs to be configured.
Do I supply leads?
The current appointment setting service is designed around leads supplied by the agent or agency. We’ll discuss how your leads are routed and worked as part of setup.
How do we start?
Schedule a discovery call. We’ll review your current booking process, talk through the gaps, and identify which services fit.
Let’s talk about your appointment flow
Share how you’re booking appointments today and where your team needs help.