About us

Built from experience in final expense

Insurance Agent Solutions grew out of the day to day realities of booking in person appointments for final expense agents.

Professionals sharing ideas around a table

Meet Anna Casale

Anna started as a setter for final expense agents. She saw how much selling time agents lost when they also had to chase leads, schedule appointments, and manage follow up. She founded Insurance Agent Solutions to give agencies dedicated setters, practical systems, and daily oversight.

How we work

We help agency leaders protect their agents’ selling time and see who’s booking appointments, how the process works, and where it needs attention.

Industry specific workflows

We build around agents who sell face to face.

Clear ownership

We define what the setter, agent, and agency manager are responsible for at each step.

Connected systems

We bring HighLevel, VICIdial, and calendars together around your process.

Day to day oversight

We use call review and coaching to help setters work consistently.

Build an appointment process your team can rely on

Talk to us about your team, tools, and booking goals.