The 9 Best appointment setting companies for insurance (2026)
For insurance agents, the best appointment setting company keeps callers dialing and qualifying so licensed agents stay on quoting. Call Savvys is our pick: dedicated callers work aged and fresh P&C, Medicare, final expense, and life lists, qualify the prospect, and set the appointment for your licensed agent, with a written 10 to 20 qualified appointments per caller per month, DNC-scrubbed lists, and a free CRM. Below are the alternatives agents compare, and what each is best for.
Austin Rice, Cofounder/Updated July 2026Key takeaways
- Call Savvys is our pick for insurance: callers set the appointment, your licensed agent quotes, backed by a written 10 to 20 qualified appointments per caller per month.
- Callers set, licensed agents quote. A setter cannot quote or bind coverage, so the right model qualifies and books the appointment and leaves the licensed work to you.
- Speed to lead decides the appointment. On aged and shared lists, the agency that calls first and follows up most persistently books the prospect before a rival does.
- Compliance is the real liability. TCPA, the National Do Not Call Registry, and state rules apply, so lists must be scrubbed and calls placed inside legal windows.
- Compare cost per kept appointment, not per hour. Hourly setters look cheaper but leave the list, compliance, and no-shows on you.
The companies at a glance
Our pick first, then the alternatives operators compare, by how often they come up. Competitor details reflect public information as of July 2026; verify directly.
| Company | Best for | Model | Lead guarantee | Pricing |
|---|---|---|---|---|
| Call Savvys | Our pick for insurance | Done-for-you agency | Yes, 10 to 20 / caller, in writing | $1,200 to $3,300 / mo |
| GetCallers | Best lowest hourly cost | Call center / VA staffing | Not publicly advertised | Hourly per agent (~$5 to $7.25/hr) |
| Upcall | Best on-demand campaign bursts | On-demand calling (per lead) | SLA at enterprise tier (verify) | $3.50 to $7.50 / lead (per its site) |
| VA Horizon | Best budget with a guarantee | Managed VA staffing | Yes, 30 qualified leads / mo (per account) | ~$1,000 to $1,160 / VA / mo |
| REVA Global | Best dedicated VA you direct | VA staffing (you direct) | Not publicly advertised | Hourly (~$147 to $286 / week) |
| GigaBPO | Best broad BPO | General BPO (20+ industries) | No (7-day risk-free trial) | Verify directly |
| Upwork or Fiverr VAs | Best full DIY control | Freelance marketplace | None | You negotiate per freelancer |
| General BPOs | Best for very high raw volume | Multi-industry call centers | Rarely a written lead floor | Hourly or per-seat (verify) |
| Televista | Comparable managed agency | Done-for-you agency | States expectations, no written guarantee | $1,750 to $4,050 / mo (as stated) |
Company information is from public sources as of July 2026 and may change. Verify directly before deciding.
Our pick for guaranteed leads
The one option that puts a qualified-leads number in writing and includes a free CRM.
Call Savvys
Our pick for insuranceA done-for-you service whose callers work aged and fresh P&C, Medicare, final expense, and life lists, qualify the prospect, and set the appointment so your licensed agent does the quoting. Backed by a written 10 to 20 appointments per caller guarantee, DNC-scrubbed lists, a free CRM, and data at $0.03 per record. See our insurance service.
Strengths
- Written guarantee of 10 to 20 qualified appointments per caller per month
- Aged and fresh lists worked fast, DNC-scrubbed, data at $0.03/record
- AI scoring plus human review on every call, and 24-hour caller replacement
- Insurance-tuned: callers set the appointment, your licensed agent quotes
Trade-offs
- Not the cheapest hourly option, it is priced for guaranteed outcomes, not the lowest rate
- Real estate focused, so not built for general multi-industry B2B campaigns
The alternatives operators compare
Named so you can weigh them, with an honest best-for and a full Call Savvys head-to-head on each. We keep the detail in the comparisons.
GetCallers
Best lowest hourly costA low-cost call center where you direct the agents on your insurance scripts, for agencies that will manage qualification and compliance in-house.
Upcall
Best on-demand campaign burstsA multi-industry calling platform billed per lead, useful for a short campaign or an aged-list test, though not insurance-specialized or guaranteed.
VA Horizon
Best budget with a guaranteeManaged VAs advertising 30 qualified leads per month per account at a low per-seat price, for agents on a tight budget who supply the scripts.
REVA Global
Best dedicated VA you directA trained VA you direct and bill hourly to dial your aged lists, for agents who want to own the talk track and follow-up cadence.
GigaBPO
Best broad BPOA general BPO across many industries, an option if you want one outsourcing partner for calling plus other functions.
Upwork or Fiverr VAs
Best full DIY controlFreelance marketplaces where you hire and manage a caller yourself at the lowest rate, with no guarantee, for agents testing a small aged-lead batch.
General BPOs
Best for very high raw volumeMulti-industry call centers that can throw bodies at a dial list, but rarely set qualified appointments or carry a written floor. Verify TCPA practices directly.
Televista
Comparable managed agencyA newer managed agency that states appointment expectations rather than a written guarantee, with data quoted per campaign.
How to choose an insurance appointment setting company
Six things that separate a company that fills your calendar with quotable prospects from one that just dials a list. Weigh every option on these, not on the hourly rate.
A written appointments floor
Look for a qualified-appointments number in writing, not promised dialing hours. A real floor puts the volume risk on the vendor, so a slow week is their problem.
Real TCPA and DNC handling
Confirm lists are scrubbed against the National Do Not Call Registry and applicable state lists, with legal calling windows, because compliance lands on you if they skip it.
Sets, does not quote
The caller should qualify and book the appointment for your licensed agent to quote and bind, not attempt to sell coverage, which keeps you on the right side of licensing rules.
Speed to lead on aged lists
Ask how fast new and aged leads get a first dial and how persistently they are worked. The agency that calls first and follows up most wins the appointment.
Honest, all-in data cost
Bring your own aged or fresh list or expect a clear per-record rate (about $0.03), not a hidden markup. Compare the all-in cost per kept appointment.
Confirmation built in
Appointments should be confirmed and reminded before the slot, so your agents sit with prospects who actually show, not a calendar of no-shows.
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