Quote requests go cold
The first agent to call usually wins, and you are already on another call.
Fixed by your
Appointment Setter
Calls every quote request fast and books a call with your licensed agent.
For insurance agencies & mortgage brokers
Fast Follow-Up. More Calls for Your Agents.
Your team follows up every quote request, books calls with your licensed agents, and keeps renewals and data entry on track.
- Insurance agencies
- Medicare & ACA agents
- Mortgage brokers
- Loan officers
How your BP team handles it
Live
- Quote request Appointment Setter
- Agent call booked Appointment Setter
- Renewal reminder CRM Specialist
- Data entered Admin Assistant
Your needs, covered
Your Problem. Who Fixes It.
Renewals and past clients slip
Policies renew and past borrowers go to someone else without a reminder.
Fixed by your
CRM Specialist
Sends renewal reminders and stays in touch with past clients.
Data entry eats the day
Agents spend hours typing into systems instead of talking to clients.
Fixed by your
Admin Assistant
Enters client data into your systems, so agents can sell.
You hire the role. We hire, train and manage the person.
Roles you can hire
Your Team, Set Up for Your Agency
Hire one of these roles or mix them in one plan. Each one is trained and managed by us, with a project manager on top.
Appointment Setting
- Call and text new quote requests fast
- Book calls with your licensed agents
- Follow up no-shows
CRM & Follow-up
- Renewal and anniversary reminders
- Past-client stay-in-touch messages
- Rate-change campaigns ready to send
Admin & Data Entry
- Client data into your agency system
- Document checklists and chasing
- Pipeline and renewal reports
Social Media
- Posts you approve
- Agent and team intros
- Replies to comments and messages
Video Editing
- Agent intro videos
- Short explainer videos you approve
- LinkedIn and Reels clips
Media Buying
- Lead ads within platform rules
- Retargeting past visitors
- Cost per booked call in your report
Local SEO & Reviews
- Google Business Profile updates
- Review requests to happy clients
- Service pages that rank
Graphic Design
- Social and email graphics
- Guides and checklists
- Website visuals
Plus a Project Manager, free
One person to talk to. They plan the work, check the quality and send you a report every Friday. You talk on Slack and track tasks in ClickUp.
Example
A Week With Your Team
You decide the tasks. This is what a normal week can look like.
-
Mon
New requests booked
Every weekend quote request gets a call and a booked agent call.
-
Tue
Renewals worked
Clients renewing next month get a reminder and a review call booked.
-
Wed
Past clients updated
A useful update goes to past clients who agreed to hear from you.
-
Thu
Data entry day
New client details entered and files chased.
-
Fri
You get the report
Requests, calls booked and renewals, in one message.
Booking only, never selling
Your team is not licensed, so they never quote, discuss coverage, take applications or give loan advice. They book calls for your licensed agents, contact only people who agreed to hear from you, and stop the moment someone says stop.
Pricing
Simple Pricing. Real Hours of Work.
You pay for hours of a trained, managed employee. Pick the role, and we handle the hiring, training and quality.
Most agencies start on Starter or Expansion. Start before Medicare and ACA enrollment season, not during it.
Starter
Part-time: 40 hours a month for one job, like calling every new lead or editing your videos.
$300/month
40 hours of work a month
- Pick the role: editor, setter, closer or any other
- Hired, trained and managed by us
- Dedicated project manager (bonus)
- Weekly performance reports
- Work tracked in Slack & ClickUp
- Monday to Friday
Expansion
Half-time: 80 hours a month for one role plus extra tasks, or two roles side by side.
$600/month
80 hours of work a month
- Pick the role: editor, setter, closer or any other
- Hired, trained and managed by us
- Dedicated project manager (bonus)
- Weekly performance reports
- Work tracked in Slack & ClickUp
- Monday to Friday
Growth
Full-time: 160 hours a month from a trained employee working only on your business.
$900/month
160 hours of work a month
- Pick the role: editor, setter, closer or any other
- Hired, trained and managed by us
- Dedicated project manager (bonus)
- Weekly performance reports
- Work tracked in Slack & ClickUp
- Monday to Friday
One-time projects
Need Something Built?
Pay once, own it forever. You get a clear quote before we start.
Start a project
FAQ
Frequently Asked Questions
Still have a question? Book a call and ask us directly.
Ask on a callNo. They book calls for your licensed agents and handle admin. Quotes, coverage and loan questions always stay with your agents.
Your team uses only scripts and consent records you approve, and books appointments for your licensed agents, who handle every Medicare conversation.
June to September, before Medicare and ACA enrollment, or January to March for renewals. Mortgage teams do best starting before the spring buying season.
Your agency system, CRM or loan software, with the access you give.
Free consultation
Let’s Plan Your Team
Book a free 30-minute call. We will look at your business and show you exactly what your team would do in the first month.