Outsourced talent for insurance agents. Put a trained appointment setter on the phones, a virtual assistant on the admin, or both. Placed directly with your agency at $4/hr paid straight to them. No accent, no job stacking, no middleman.
The only question is where your bottleneck is right now.
Handles the administrative load so your calendar belongs to you again. CRM work, pipeline hygiene, follow-up, inbox and documents. They can handle some calling, but they are not an outbound dialer.
Their primary job is to dial. They work your lead list, handle objections, and hand you booked appointments or live transfers. They can do light administrative work, but the phone comes first.
We have staffed thousands of appointment setters and assistants with agents in the life and health space over the last 7 years, and we can confidently say: outsourcing is still an absolute MUST to grow steadily in the insurance industry.
We have never encountered a successful telesales insurance agent who does not have an appointment setter, or a team of them.
A setter exists to fill your calendar. They dial your lead list on a proper cadence, handle the first round of objections, and hand you either a booked appointment or a live transfer. You show up to conversations instead of chasing them.
They can pick up light administrative work between calls, but dialing is the job. Because they never sell or recommend plans, no state licensing is required.
A client on the results, and two screening recordings from our vetting process.
A VA takes the administrative weight off your desk. The CRM work, the data entry, the follow-up sequences, the paperwork, the inbox and calendar. Everything that fills your day without producing a sale.
They can handle some calling, but they are not an outbound dialer. If your bottleneck is time rather than appointments, this is the hire.
Seven years of placements taught us where the best voices come from. It isn’t close.
Tim James is one of the leading tech and operations experts in the insurance industry, known for helping thousands of agents scale through smarter systems, AI, and high-performing appointment setters. Over the past 6+ years, Tim has staffed, trained, and placed more than 1,000+ appointment setters and virtual assistants for insurance agents, agencies, and IMOs across the country.
He is the founder of ASETTERS, co-owner of multiple multi-million-dollar SaaS companies including DFY CRM, Swayze CRM, and Webichat, and a recognized authority in lead conversion, follow-up systems, and sales automation.
Tim’s mission is simple: help agents scale faster, sell more policies, and get their time back by leveraging well-trained Jamaican talent and world-class systems.
The same terms whether you hire a virtual assistant or an appointment setter.
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Pick the one that fixes your bottleneck. You can add the other later.
More of an administrative role. CRM and GoHighLevel work, pipeline management, data entry, follow-up, inbox, calendar and paperwork. They can handle some calling, but they are not an outbound dialer.
Their primary job is to call and get booked appointments or perform live transfers. They can do some light administrative tasks, but their primary job is to dial.