Insurance

How to Choose an Insurance Appointment Setting Company

Choose an insurance appointment-setting company by what it guarantees in writing, how it handles DNC and line-specific compliance, whether it will work your aged leads, and whether appointments are exclusive. For regulated lines like Medicare, compliance handling is the most important question of all.

Is it a written guarantee, or just dialing hours?

Ask whether you get a specific number of qualified appointments in writing, or only a promise of dialing activity. A written guarantee puts the provider on the hook for a result. Call Savvys guarantees 10 to 20 qualified insurance leads per dedicated caller a month, in writing.

How do they handle DNC and line-specific compliance?

This is the most important question in insurance, especially for Medicare. Confirm that lists are scrubbed against the National Do Not Call Registry and state lists, that calling windows are enforced, and that for regulated lines like Medicare they build to current CMS rules and coordinate with your compliance team. See Medicare compliance. This is general information, not legal advice.

Will they work your aged leads?

Aged leads are cheap data you may already own, so a good provider should be willing to dial them, not just fresh lists. Reactivating aged data is often the lowest cost per appointment in insurance. A provider that only works fresh leads leaves that value on the table. See aged-lead reactivation.

What is included, and are appointments exclusive?

Compare the full monthly cost and confirm every appointment is yours alone, not shared like many transfer leads. Call Savvys bundles the caller, dialer, DNC-scrubbed lists, QA, and free Pipelio CRM into one price, with data at $0.03 per record or bring your own, and every appointment exclusive to you.

Run this checklist: Do you guarantee appointments in writing? How do you handle DNC and Medicare compliance? Will you dial my aged leads? Are appointments exclusive? See pricing.

Frequently asked questions

Ask whether they guarantee appointments in writing, how they handle DNC and line-specific compliance (especially Medicare CMS rules), whether they will dial your aged leads and not just fresh lists, whether appointments are exclusive to you, and what is bundled into the price versus billed separately.
For regulated lines like Medicare, yes. The rules are strict and actively enforced, so how a provider handles DNC scrubbing, calling windows, consent, recording, and CMS requirements matters more than almost anything else. This is general information, not legal advice.
Austin Rice
Austin Rice
Cofounder, Call Savvys

Austin Rice cofounded Call Savvys in 2022. His team places 10,000+ cold calls a day for 400+ real estate operators, so the playbooks here come from live campaigns, not theory.

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