Commercial Insurance Appointment Setting. Pay Per Booked Meeting.
An AI SDR texts contractors and small business owners about cutting their insurance costs, qualifies them against criteria you write, and books them straight onto your calendar, double-confirmed. No retainers. No monthly fees. A no-show never costs you a meeting.
One commercial account pays you for years
Commercial insurance meeting math compounds. Industry estimates put agency commission around 8 to 12% of premium on workers comp and P&C lines, and that commission recurs at every renewal. So a commercial account is not a one-time payday. It is a line in your book that pays this year, next year, and every year you keep it. That is what a booked meeting is actually a shot at. Commercial insurance is one of six industries our B2B division books meetings for.
Commission that renews
Write the account once, get paid at every renewal. By industry estimates, 8 to 12% of premium, year after year. The meeting is a one-time cost. The account is not.
A meeting the prospect wants
Insurance is a real cost every owner already pays and suspects is too high. A meeting about cutting it is not a favor to you. It is worth their time.
Retention does the compounding
Every account you keep stacks on the last one. A handful of solid commercial accounts from booked meetings can reshape a book. Junk leads never compound.
You can buy a $22 appointment today. Know what it is.
Insurance is one of the few industries where buying appointments per unit is already normal, so you should know exactly where the market floor sits. It is verified: FELP sells appointments at $22 each as of June 2026 , and The Appointment Firm charges $25 per appointment, prepaid. Here is the part that matters: both are final-expense appointments set on leads the agent supplies. You bring the data. They bring the dialing. That is honest calling labor at an honest price, and it is a completely different unit from the one we sell. We sit above that floor on purpose.
The $22 to $25 Unit
$22 to $25 /appointment
- Set on leads you supply. The vendor adds calling labor, not prospects.
- Built for final expense, not commercial lines.
- The appointments inherit whatever your lead data was.
- You still did the sourcing work that decides everything.
The VA Horizon Unit
One flat rate /booked meeting
- Prospect sourced by us and verified against its own live website
- Commercial decision-maker, qualified to criteria you signed
- Booked on your calendar, then double-confirmed
- No-show? Replaced free within 5 business days
Meetings with owners who want to cut a real cost
Every business you want in your book already pays for coverage, and most owners quietly suspect they pay too much. So our conversations never open with you or your agency. They open with the prospect's premium. Our AI SDR texts contractors and small business owners about cutting their insurance costs, holds a real two-way conversation, answers questions, and qualifies against your criteria. The ones who want the meeting pick a time on your calendar. Our own campaigns run 1,000+ conversations a day at a 40% reply rate. Savings is the kind of outcome that earns replies like that.
Contractors and trades
Roofers, electricians, HVAC, general contractors. Workers comp and liability sit among their biggest line items, and the owner usually answers the phone that gets the text.
Main-street businesses
Restaurants, auto repair, salons, retail. BOP, general liability, and commercial auto conversations with the person who signs the checks.
The niche you name
Premium band, employee count, state, trade. Your one-page criteria decides who gets on the calendar, and anything outside it is free.
Where the prospects come from and how they qualify
The cheap end of this market runs on resold data lists dialed over and over. We do not buy lists at all. Every campaign starts with a prospect file built from scratch for your niche, then runs through the same machine we use for our own pipeline. Campaigns launch 48 to 72 hours after kickoff. The full system is documented on the how it works page.
The list, built fresh
Prospects are sourced in-house for your target trades and territories, verified against each business's live website, phone-verified, quality-scored, deduped, and DNC-suppressed. Every number we text belongs to a real, currently operating business.
The qualification doc
One page, written with you at kickoff: business type, size signals, decision-maker, confirmed interest in reviewing coverage costs. You sign it before launch. It decides what you pay for.
The savings conversation
The opener is about their premium, not your agency. Interested, qualified owners pick a time on your calendar, then a 24-hour, 2-hour, and 15-minute confirmation sequence locks the slot in.
Receipts behind every meeting you pay for
Pay-per-appointment has a known failure mode: vendors booking junk volume to hit invoice counts. Every mechanic below exists so that cannot happen to you here.
The Billing Trigger
Booked, double-confirmed, on your criteria
You are charged when a meeting is booked on your calendar, double-confirmed, and matches the qualification doc you signed. Not for leads, dials, or effort. Charged from our logs.
The 10-Minute Rule
Ghosts are free
If the prospect has not shown within 10 minutes of start time, the meeting is not counted as held. Rebooked or replaced within 5 business days, free. You never pay for a ghost twice.
Your Written Criteria
Off-criteria means free
A meeting with a business outside your signed one-pager is replaced or credited. No argument, no ticket queue.
The Paper Trail
A transcript behind every charge
Every billed meeting comes with the SMS transcript where the owner chose the time, plus the full confirmation log. Audit us any week you like.
Priced per booked meeting. Quoted for your book.
You will not find a rate card on this page, and that is deliberate. Per-meeting rates depend on your niche, your qualification bar, and how many meetings you can take, so we quote your exact number on a short call instead of publishing a guess. What sits behind the quote never changes: no retainers, no monthly fees, no minimums, cancel anytime.
There is a one-time setup, quoted with your rate, covering your list build, campaign build, calendar integration, and qualification doc. Prepaid packs exist only as a discount lever, never a requirement. Billing runs on a card on file, charged per booked meeting, with a weekly statement and an optional weekly cap. The full mechanics are on the pricing page.
And we screen clients too. You need a clear niche, capacity to take 10 or more meetings a month, and a producer who actually shows up to them. If that is you, the call takes 15 minutes and you leave with your rate, your setup quote, and a launch date.
Straight answers for insurance agencies
How is this different from the $22 and $25 appointment vendors?
Can you hit our niche, like workers comp, general liability, or trades?
Who counts as a qualified meeting?
What does a meeting cost?
What happens if the prospect doesn't show?
Do we need a contract or retainer?
How fast can we launch?
B2B resources
Everything in the B2B division
Ready to add renewing accounts instead of buying leads?
A 15-minute call gets you a per-meeting rate for your niche, your qualification criteria drafted, and a campaign live within 48 to 72 hours.
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