Appointment Setting for Agencies & IMOs
Keep every producer in your downline busy with exclusive, opt-in appointments. Round-robin routing, team dashboards and volume pricing help new agents get reps and top producers stay full.
- Round-robin routing
- Team dashboards
- Volume pricing
Sample brief · Sample team dashboard
ConfirmedYour agency
22 agents · this week
- Appointments booked
- 118
- Show rate
- 79%
- Routing
- Round-robin by state
- Products
- Federal · FE · Annuities
- Agents at cap
- 4 of 22
- Open slots
- 36
AI intent score
92/100
Specialist notes
Illustrative example of the weekly view managers get for their team.
Express written consent · Cert #TS-7F3A-29C1
Built for
Organizations that need a steady, compliant flow of appointments across many agents.
Verified by AI, confirmed by a specialist
How routing works
- Appointments routed by license, product and state
- Round-robin or weighted distribution
- Per-agent caps and schedules
- Manager dashboards with show and close rates
- CRM and calendar integrations
- A dedicated account team
From strategy call to booked solid in days.
No long onboarding and no tech headaches. Most agents see their first appointments within a week.
- 1
Strategy call
We map your products, licensed states, ideal client and the appointment volume you can handle.
- 2
Campaign launch
We spin up compliant opt-in campaigns and train your AI targeting model on your best clients.
- 3
AI qualifies & books
Every prospect is verified and scored, then booked on your calendar by a live specialist.
- 4
Close & scale
You close. We use your show and close rates to sharpen targeting and raise volume.
Compliance-first. Zero shortcuts.
Every prospect asked to hear from you, and we can prove it. A consent record ships with every appointment, and every number is scrubbed before anyone dials.
Express written consent
Every prospect opts in with a timestamped, IP-logged consent record.
Exclusive, never resold
Each appointment belongs to one agent. Period.
DNC & litigator scrubbing
Records are scrubbed against federal and state DNC lists and known litigators.
Recorded & QA'd calls
Every booking call is recorded and reviewed for quality and accuracy.
Licensed-state routing
You only receive appointments from the states where you're licensed.
Secure data handling
Prospect data is encrypted in transit and at rest.
Agencies & IMOs appointment FAQs
Yes. Route by license, state, product or performance, use round-robin or weighted distribution, and set caps and schedules for each agent.
Yes. Agency plans are priced by volume. Book a strategy call and we'll put together a forecast and pricing for your team.
Yes. Appointments sync to your calendars and CRM, and we can integrate by webhook or API.
Explore our other appointment programs
Ready to get booked solid?
Book a 15-minute strategy call. We'll map your territory, forecast your appointment volume and show you the AI engine live.
- Custom appointment forecast for your licensed states
- Live walkthrough of the AI qualification engine
- No contracts, no pressure, no obligation
Prefer to talk now? Mon–Fri · 8am–7pm ET
704-315-6026