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.
It’s no secret that telemarketing leads are cheaper than their alternatives – which means more opportunities for sales pros to close, and more opportunities for greener agents to present.
But because agents are often busy selling and servicing policies, figuring out how to even find a telemarketer – let alone how to train one – is usually beyond their skillset. Plus, they also have to figure out all the technical requirements of telemarketing, like caller monitoring, CRMs, Sales Data and Dialer selection, etc.
Having your own team of telemarketers enables you to take control of your own lead generation, ridding yourself of middle-men lead vendors that chain you to the endless spiral of paying per-lead. The best part is that we take care of all the hiring, firing, and training for you – so you can focus on selling all the fresh, exclusive leads your callers will generate for you!
Are you in an industry outside of insurance, like real estate, water purification, or solar energy? Our callers can prospect for any product or service – so check out our process below for creating your very own custom calling campaign in any industry.
“How do we set these preset appointments for you?”
Here are 6 Steps to Creating Your Appointments
Find Telemarketers
Experienced telemarketing professionals are recruited, trained and assigned to your campaign. Our callers are familiarized with the basics of Medicare and life insurance, so you can start off your telemarketing campaign with competent and capable callers.
Define Your Target Area
Target which zip codes, counties, or states you want your telemarketers to call. Consult our Medicare Advantage Penetration Rate (MAPR) map on the Order page; areas with a lower MAPR usually yield more leads generated per hour for your campaign.
Enter Sales Data
Upload your own sales data, or use our TCPA compliant data lists that are updated monthly, for free! If you’re calling for Final Expense, target seniors between ages 50-80, and when calling for Medicare Supplements, target seniors who are at least 65-68 years old.
Choose Your Telemarketing Script
Decide which lead type you want to generate: Standard call-back Final Expense, Medicare or T65 leads; Final Expense or Medicare Supplement live-transfers; or Medicare Supplement or Final Expense pre-set appointments. Or use a custom script of your own!
Screen Out Time-Wasters
Leads generated for your campaign are monitored by quality control managers to cut down on prospects who are not interested or just wasting time. This way, you’re only spending time with qualified leads that give you a better chance at closing.
Sync Leads To Your CRM
Get your leads automatically synced to your CRM for free if your custom calling campaign lasts longer than one month. This cuts down on administrative time that could be better served converting prospects than manually entering data into your system.
Experienced Appointment Setters
Our call center staff pass an English fluency test and are vetted for prior sales and calling experience. They're trained in Medicare and life insurance basics to confidently engage prospects.
Filtered Sales Data
We scrub all provided data—especially against cell phones—and load it into our advanced CRM dialer system. Your appointment setters can then efficiently fill your calendar with quality prospects.
Preset Appointment Scripts
Our agents use specialized scripts for Final Expense or Medicare Supplement appointments. Want to see the actual scripts? Click to view the Final Expense or Medicare Supplement versions.
Quality Assurance Program
Each lead recording is reviewed by our operations team. Only appointments where the prospect clearly agreed to a policy review are passed on to you – keeping your pipeline clean and productive.
Prompt Lead Delivery
Once appointments are approved, they’re delivered daily in a clean Excel sheet that includes links to the call recordings – so you can quickly review and prep for your next sale.
“Why are our preset appointments the best?”
Find Out Why Agents Prefer Our Personalized Appointments
Scale Your Business
Choose whether you want one caller calling one state or 5 callers calling 3 states. This flexible service empowers you to scale your telemarketing team on demand.
No Telemarketer Training
Leave all the recruiting, hiring and training to us. We coach callers in the fundamentals of insurance lead generation, so you can start off with qualified calling candidates.
Determine Lead Types
Decide which types of leads you’ll work: Call-Back, Live Transfers, or Pre-Set Appointments for either Final Expense or telemarketing Medicare leads.
Get Bargain Prices
Save money and generate more leads by leasing highly trained low-cost telemarketers. The cost to hire a telemarketer can vary unpredictably if you don’t use a reliable source of qualified callers.
Leads On Demand
No contractual commitments! Start with one caller one month, add 4 the next month, then take a month off for vacation. This is the most flexible and customizable way to hire a telemarketer.
No Back-End Management
Forget having to deal with monitoring callers, day-to-day office drama, pay raises, bonuses or generating reports. Just show up and sell, and leave managing the telemarketers to us.
Guaranteed Exclusive
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.
More Meetings
Imagine doubling the number of presentations you give in any week, because you can focus on attending appointments, not setting them.
Fast Delivery
Instead of waiting weeks for your leads, you can now have highly qualified pre set insurance appointments within 72 hours of ordering.
Affordable Pricing
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
- Hire In-House
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
- Crafting ‘hiring a telemarketer for insurance’ ads
- Screening telemarketing applicants
- Figuring out how to train telemarketers
- Compiling lead recordings and reports
- Formulating and testing telemarketing scripts
- Demoing CRMs, data vendors, and dialer systems
- Monitoring callers to improve efficiency
- Getting bogged down in day-to-day office drama
- Handling payroll, bonuses, and raises from month to month
- Hiring call center managers to oversee callers
- Firing under-performers and hiring replacements
- Wondering how and where to go to hire a telemarketer
“Want to know why we’re better than the rest of the for-hire telemarketing firms out there?”
Do you know why we eliminate the competition?
No Obligations
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 SurePrime Leads doesn’t employ or ally with any agents or agencies who cherry-pick the better leads.
Excellent Service
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!
Insurance Background
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.
Replacement Policy
Be sure to check the recordings sent to you; if someone didn’t ask to meet with an agent, we’ll instantly refund you.