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Commercial Insurance Appointment Through Insurance Telemarketer

Commercial Insurance is a hot market right now. There has never been a better time in the history of being an insurance agent where so many businesses are booming and growing. Of course, this means their insurance needs are always adjusting and needing to expand. Business owners are more loyal to who they do business with than your average consumer that is price shopping. It’s a no-brainer; it is time to hit the gas on growing your commercial agency. The opportunities with a business owner are significant as you can easily become their provider for their personal policies as well, satisfying all of their risk management needs with your products within your agency.

What do we do? We book appointments with the businesses in your target market. The booked appointments are with the business owner and/or decision-maker only for a specific date and time for you to speak with them about what you can do for them. Because our programs are customized, you have the control to create your own personal lead generation engine set specific to your exact agency goals.

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You will have a dedicated insurance telemarketer(s) exclusively marketing for you. Your telemarketer will be calling businesses in the target markets you have specified. We will provide the data to your telemarketer based on the standard industrial classification code (SIC) and areas you would like them to market to set up the appointments. We understand that business owners are not always available when you call them so we make sure to call until we get the business owner on the phone and until we arrive at a conclusion of an appointment, x-date, or not interested in that business. Sometimes it may take your telemarketer up to 30 attempts until the owner is available to speak to them before securing the appointment. The great part of this is that while most marketing companies stop calling after the first attempt, we do not; the goal is to reach out to all types of companies, no matter how hard or easy to reach. This also makes it so that when they have a prospect that would like to speak with you right away, they can call/chat and get you on the line to close that deal.

Appointments are only set with the target market you decide as to the insurance agent. We will ask for the specific areas and types of businesses that we will focus on for the campaigns for the account. The appointments will only be with decision-makers; we know your time is valuable and you want to meet/talk with the person who really handles the insurance needs for the business or home.


Our script is very simple. After we have used our proven methods to get past the gatekeepers, we will then introduce ourselves as if we were calling directly out of your offices. The goal of this call is to find out, using our strategies, if the decision-maker will agree to speak to you to see what you can do for their business. We will always uphold your agency brand as the goal is to become an extension of your office. Once we have secured a face-to-face or over-the-phone appointment, our quality assurance team will verify the appointment. We also do live transfers, however, we like to make sure someone in your office always answers the phone so we will send you a ping through our software system to make sure someone is available to take the call. If we are not able to secure the appointment after speaking to the decision-maker of the business, we will ask for the business renewal date and follow up with that business owner about a month and a half before their next renewal.

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Commercial Auto & Life Insurance Telemarketing Leads

When you sign up for our residential calling you will have a dedicated employee that has been trained on outbound marketing for auto/home/life calls. These could be a variety of calls from cold calls for a new business to calling your current book of business for annual review calls and or up-selling/cross-selling opportunities. When we make the phone calls, we will call from a local telephone number to match your area code and will input the caller I.D. you prefer so we look like we are calling from an extension of your office. The data will be provided by you scrubbed against the federal and state do not call list and will either be manually dialed or dialed using our internal predictive dialer per your discretion.

During our orientation process, we will ask you what type of information you would like us to collect and other important account information questions including the email address for us to submit the appointments. Additionally, if you would like live transfers, we will ask you for the phone number, contact person, and schedule for the assigned recipient of the live transfer calls. You will also provide a script or edit one of the scripts we have to make sure we are using verbiage the way you would like us to represent your agency. If we encounter anyone that says they are on the do not call list or they would like to be on your do not call list, we will take their name and phone number off of the system and you will have access to the reports and detailed information.

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The caller has spoken to the prospect about being presented with a proposal from an agent at your office. The prospect must confirm and acknowledge the appointment.

We understand that we will not always get a hold of the decision-maker on the first attempt. Therefore, we always ask the best time to call back to get a hold of the decision-maker. We then mark that in our call back system and we will call the prospect back at that time to hopefully make the appointment after creating the interest. We continue this process until we have reached the prospect and reached a conclusion whether that is an appointment, not interested, or an x-date to follow back upon. We do have scripts and methods we have created throughout the years to yield the highest success; however, all scripting will be approved by you before implementation.

Once an appointment has been set our quality assurance team will review the call to verify that it is an appointment before you are notified via email of your appointment.



  • We have both Full time and Part time callers available.
  • Full Time is 8 hours per day 5 days per week for 20 business days.
  • Part Time is 4 hours per day 5 days per week for 20 business days.
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    Web Based Monitoring

    Ease of Access

    Insurance Telemarketer understands the importance of transparency in your company; you want to know everything that is going on at all times. You will have access to a variety of reports. Our goal is to provide our clients with a system they can trust and depend on. Here are some ways we make sure you’re in the loop:

    • Portal to access call log and reports
    • Live call activity
    • Email and chat communication for quick account adjustments

    The best part of being 100% transparent with our clients is that it allows them to get on the same team as their caller so they really become an extension of your office. We’re in the business for long term clients; with these kinds of advantages, isn’t it time for your company to get on board?