Commercial insurance appointment setting

Professional appointment setting for commercial insurance.

We book qualified appointments with decision-makers at businesses nearing their workers' comp and commercial lines renewals — so your producers can focus on closing.

TCPA Compliant DNC Screened Every call recorded
Trusted by agencies in Georgia, Florida, Texas and nationwide
Instant

Estimate Your Commercial Premium

Answer a few questions about your business — get an instant premium range in under 60 seconds.

Quoting across 40+ A-rated carriers

TravelersChubbLiberty MutualThe HartfordNationwideProgressiveAllstateAIGZurichCNABerkshire HathawayHiscoxMetLifeState AutoMarkelTravelersChubbLiberty MutualThe HartfordNationwideProgressiveAllstateAIGZurichCNABerkshire HathawayHiscoxMetLifeState AutoMarkel
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0
Appointments booked this quarter
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0
Calls made this month
0%
Average show rate across clients
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0+
States actively covered

Updated daily based on internal data. Individual results may vary.

Problems we solve

The prospecting problem, solved.

01

Too much prospecting, not enough closing

Your best producers waste hours chasing x-dates and dead ends. We handle prospecting and booking so they focus on quotes and closes.

02

Inconsistent lead flow

No steady pipeline of renewal opportunities. We deliver a predictable stream of booked appointments every month.

03

Low show rates & poor lead quality

Generic leads waste time. Our callers qualify decision-makers, confirm renewal interest, and schedule specific callback times.

What we deliver

Services built for commercial lines.

🎯

Targeted prospecting

  • Businesses nearing renewal
  • WC, group health, commercial lines
  • Verified data from multiple sources
📅

Qualified appointments

  • Decision-maker confirmed
  • Renewal interest verified
  • Specific callback time scheduled
🔗

CRM integration

  • Seamless sync with HubSpot & Salesforce
  • Automatic appointment logging
  • Full caller notes included
📊

Performance reporting

  • Weekly reports on calls & show rates
  • Transparent tracking
  • Continuous optimization
How it works

From cold record to booked meeting.

A repeatable, compliant workflow built for commercial lines.

Step 01

Target

We identify prospects using verified commercial insurance data — workers' comp renewals, 5500 filings, OSHA, DOT, and firmographics.

Step 02

Call

Trained setters contact decision-makers, confirm renewal interest, and book appointments at specific callback times.

Step 03

Close

Your producers take the meeting, present quotes, and write the policy. You keep 100% of the commission.

Why LeadSureX

Built for agencies that take renewals seriously.

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Commercial insurance specialists

We only do commercial lines — WC, group health, GL and more. Deep understanding of x-dates, mod factors, and carriers.

👥

Full-time, trained callers

W-2 employees, not freelancers. Ongoing training and QA reviews on every account.

Compliance-first approach

TCPA, DNC, and state-specific regulations. Every call recorded and monitored.

📈

Transparent reporting

Weekly dashboards and reports. No hidden fees, no vague metrics — just clear numbers.

Client voices

What agencies are saying.

LeadSureX booked us 22 qualified appointments in our first month. Our show rate was 73%, and we closed 8 new policies. Most consistent lead flow we've ever had.
John S.
Owner, ABC Insurance Agency · Georgia
We've tried three different lead vendors, and LeadSureX is the only one that actually delivers decision-makers. No more gatekeepers or fake interest. Highly recommend.
Maria T.
Commercial Producer, XYZ Brokerage · Texas
Our producers were wasting 15+ hours a week cold calling. LeadSureX took that off their plates, and now they're closing 3x more deals. Best investment we made this year.
David R.
Agency Principal, Summit Insurance · Florida

Results from pilot clients. Individual results may vary.

ROI calculator

What would a full calendar be worth?

Move the sliders to model appointments, new policies, and return on a LeadSureX program.

Your numbers
3
$1,800
25%
With LeadSureX
Appointments per month24
Estimated new policies / mo4.3
Additional revenue / mo$7,776
Estimated program cost / mo$2,280
Estimated ROI
241%
See your custom plan →

Illustrative estimate using a 72% show rate and $95 average appointment cost. Actual pricing and results vary by territory and vertical.

Industry focus

Verticals we know cold.

We target classes where renewal shopping actually converts.

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Construction

High WC premiums, volatile mods, and frequent carrier switches at renewal.

Avg. appointment value: $2,500+ premium
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Healthcare

Complex group health and liability stacks with real appetite for comparison quotes.

Avg. group size: 40–250 employees
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Transportation

DOT data makes renewal timing predictable; fleet growth drives coverage changes.

Avg. fleet: 12–80 power units
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Manufacturing

Payroll-heavy classes where a mod improvement translates into real savings.

Avg. WC premium: $120K+
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Professional services

E&O, cyber, and package policies that are rarely re-shopped without a nudge.

Fast decisions, single decision-maker
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Retail & hospitality

Seasonal payroll swings and multi-location risk create frequent renewal shopping.

Multi-location accounts common
Coverage

Where we're calling today.

Hover a state for quarterly appointment volume and target industries.

Active coverage Coming soon

Hover a state to see coverage status, quarterly appointment volume, and the verticals we target there.

Compare

LeadSureX vs. the alternatives.

FeatureLeadSureXGeneric lead vendorCold calling yourself
Decision-maker rate85%40–60%20–30%
Show rate72%50–60%40–50%
Cost per appointment$50–$150$30–$100$200+ (in producer time)
Exclusivity✅ One buyer per appointment❌ Often resold✅ Yours
Compliance✅ TCPA + DNC + recorded⚠️ Varies by vendor⚠️ Your liability
Customization✅ Per-client scripts & targeting❌ Generic lists✅ High
Reporting✅ Weekly dashboards⚠️ Limited❌ Manual
For Agencies

Dedicated appointment setting

A full-time prospecting team, focused on your target markets. We book qualified appointments directly into your calendar so producers can quote and close.

Learn more
For Agents

Buy pre-qualified appointments

Exclusive appointments with businesses actively approaching renewal. No cold calling — just scheduled conversations with decision-makers.

Learn more
Working with and partnering across leading platforms
InsuranceXDate
Apollo.io
ZoomInfo
HubSpot
Salesforce
Twilio

Partnership and integration discussions in progress. Not all names represent formal partnerships.

Compliance & security
🛡️TCPA Compliant
🚫DNC Screened
🎙️Call Recording & QA
🔒Data Encryption
🔗Secure CRM Integration
Partnership opportunities

Marketplaces, carriers & data providers.

LeadSureX partners with data providers, marketplaces, and agencies to create win–win growth. If you represent InsuranceXDate, a carrier program, or a complementary service, let's talk.

Ready to scale your commercial book?

Talk to us about dedicated appointment setting or buying pre-qualified appointments.

Book a strategy call →