InsuranceAgencyTools

Best insurance appointment setting companies

Updated

Here are the strongest appointments options we found. The order comes from objective trust signals (disclosure, identity, published pricing and years in business) and no scores are shown. Which one is right comes down to your own needs.

Of the three companies below, two publish what they charge for appointments and one does not. On sharing there is no split, since all of them sell exclusive.

Quick picks by need

3 companies

  • Pick this if you would rather not put money down before you buy.

    Best for
    Final expense and Medicare agents who want exclusive leads that have already agreed to a call
    Appointments
    $63 to $99 per appointment (September 2026)
    Lead types
    Appointments
    Shared or exclusive
    Exclusive
    To start
    20 leads minimum, $800 for final expense
    Returns
    Sold as is
    Check first
    Also sells insurance to consumers through Everything Senior Insurance
    Read the Lead Heroes review

  • Pick this if a published return window matters to you. Here it is 10 days.

    Best for
    Personal lines agencies, including captive agents, that want auto and home leads or a calling team to work them
    Appointments
    $13,000 per month (October 2026)
    Lead types
    Appointments
    To start
    At least 15 leads a day
    Returns
    Replacement or credit when more than 5% of a batch has bad contact details
    Check first
    No published lead prices
    Read the Next Call Club review

  • Everything it sells here is exclusive, so you never share a shopper.

    Best for
    Medicare, final expense, life and IUL agents who want exclusive leads with detailed filters for each line
    Lead types
    Appointments
    Shared or exclusive
    Exclusive
    To start
    A signed order or program agreement
    Returns
    Automatic credit for qualifying leads, processed within 24 hours
    Check first
    No general return window is published, and Florida life leads must be returned within 48 hours
    Read the OneLife Marketing Solutions review

The order is our default trust order: disclosure, identity, pricing and years in business. Each price is what the company publishes for appointments, with its date.

How we chose

We include a company when one of its offers is appointments. That gave us 6 offers from three companies, priced September 2026 to October 2026. On deposits, one ask for none.

Which of these suits you for appointments turns on your market, your follow-up style and your budget. Put a modest amount into two or three and see which brings the lowest cost per policy sold.

Frequently asked questions

How do I choose a company for appointments?

Start with two or three companies that sell appointments, buy a few leads from each and follow up on all of them identically. One of the three publishes a window for reporting bad leads, 10 days, so ask the others for theirs in writing.

Are appointments sold exclusive?

All three companies here sell appointments exclusive, so there is no shared option to weigh against. What is left to compare is price and the share of appointments that become policies.

What do appointments cost?

Published prices here are $63 to $99 per appointment across one company and $13,000 per month. One of the three publishes no price for it.

How we researched this. We based this page on each company's published pricing where available, terms and product pages, reviewed in October 2026, together with our team's experience working with insurance agents and agency owners since 2008.