Appointment Setting for Commercial Insurance Agencies

Switchstack's appointment setting for commercial insurance agencies gives you a dedicated caller who phones business owners and finance managers, finds out when their policies renew and books meetings with your licensed agents before the renewal date. Your caller doesn't discuss coverage or quotes. A full-time caller costs $2,199 to $3,099 a month, set by the country your caller works from. There's no setup fee and no charge per meeting, and calls start in about 2 weeks.

Want your own quote requests called fast instead? See inbound lead follow-up. Making the calls yourself for now? Our commercial insurance cold calling script shows how to collect renewal dates.

• Independent agencies writing commercial lines
• Commercial insurance brokers
• Agencies that specialize in one industry, such as construction, transport or hospitality
• Employee benefits brokers selling to employers

It fits best when you know the risks you write well, and your agents have room for more renewal reviews. We call businesses only. We don't cold call consumers for personal lines.

The person who chooses a broker changes with the size of the business:

Before calls start, we write down with you what a qualified meeting is, using four checks:

Your caller doesn't discuss coverage, quotes or terms. Those need a licensed agent. They write down the renewal date, the current broker, what's prompting a review and who decides, and hand the meeting to your agent with those notes.

Most businesses only look at a new broker in the months before a renewal. So your caller treats every call as a chance to learn the date:

• A renewal in the next few months: book a review meeting now
• A renewal later in the year: note the date and call back before it
• A big premium rise, a claim handled badly or a new risk: book a meeting whatever the date

Over a few months, your caller builds a list of renewal dates, so more of each week's calls are well-timed.

Appointment setting for insurance agencies is part of We Call for You, our done-for-you service. It includes:

• A dedicated caller working only on your campaign
• Call script written and tested with you
• Daily management and quality checks by our team
• Meetings booked straight onto your calendar
• A recording of every call
• Weekly report: calls made, conversations, meetings booked

Your part is small: tell us the risks you write best and your area, approve your caller and the script, take the meetings, and tell us which ones were a good fit.

Appointment setting for insurance agencies costs $2,199 to $3,099 a month per full-time caller, set by the country your caller works from. There's no setup fee and no charge per meeting.

Launch offer: 20% off the first 2 months, so a caller starts from $1,759 a month. No code needed.

With a flat price per caller, your cost per meeting falls as your caller gets better at your market. Our guide to appointment setting cost compares hourly, per-meeting and monthly pricing.

1. A 30-minute call. The lines you write, the industries you serve best and the area you cover.
2. We agree on the list and the goal. Who to call, and what has to be true before a meeting counts as qualified.
3. You choose your caller. We test callers on role-play calls using your offer. You hear the recordings and approve one.
4. We write the script with you, including answers to "we're happy with our broker" and "we just renewed", and check your list against the local calling rules.
5. Calls start in about 2 weeks. Your caller works your prospects' business hours and books meetings straight onto your agents' calendars.
6. We manage and improve. Daily quality checks, a recording of every call and a weekly report. We change one thing at a time, such as the opener or the ask, based on what the calls show.

Your caller works your prospects' business day, so the best country depends on where they are:

• Philippines · from $2,499 a month

  First choice for United States, Canada, Australia, New Zealand, Singapore, Japan. The biggest pool of experienced outsourced callers, with a neutral accent North American buyers are used to.

• India · from $2,199 a month

  First choice for United Arab Emirates, Saudi Arabia, Qatar. Our lowest price per caller, from one of the largest English-speaking workforces in the world.

• South Africa · from $2,899 a month

  First choice for United Kingdom, Ireland, Germany, Switzerland, Sweden, Norway, Denmark, Finland, Morocco, South Africa. English-first callers on European hours, just one or two hours ahead of London.

• Latin America · from $3,099 a month

  Bilingual English and Spanish callers working the same hours as your North American team.

Your prospects are businesses, so most calls fall under the lighter business-to-business rules. A few things still matter:

• In the US, business numbers are outside the Do Not Call Registry, but an owner's personal mobile may be on it. Oklahoma and Maryland also limit most B2B sales calls to 8am to 8pm. See cold calling laws in the US and the rules by state.
• In the UK, sole traders can register with the TPS, so a B2B list needs screening against both the TPS and the CTPS. See cold calling laws in the UK.
• In Canada and Australia, calling hours apply to business calls too. See the guides for Canada and Australia.

Insurance has its own rules on who can advise and sell, which is why your caller only books meetings. We check your list against the calling rules before calls start. Would you rather manage the caller yourself? Hire a Caller puts a dedicated caller on your team from $1,499 a month.