Dedicated appointment setting for commercial insurance agencies.
A full-time prospecting team, focused on your target markets. We book qualified appointments with decision-makers so your producers can close.
You're paying producers to prospect.
Most agencies lose their best selling hours to list-building and cold outreach.
- Your producers spend too much time cold calling and chasing x-dates.
- Inconsistent lead quality from third-party vendors.
- High cost and turnover of in-house SDRs.
LeadSureX acts as your external prospecting team. We specialize in commercial lines — workers' comp, group health, and related coverages. Using verified data and proven scripts, we identify businesses approaching renewal, reach decision-makers (owners, CFOs, risk managers), confirm interest in alternative quotes, and book appointments at specific times in your calendar.
A five-step workflow, run every week.
Targeting & strategy
We define your ideal prospect profile: states, industries, employee sizes, carriers to target/avoid, and renewal windows.
Data & list building
We build targeted lists using commercial insurance data sources — x-dates, 5500 filings, OSHA, DOT, public WC databases, and firmographics.
Calling & qualification
Callers confirm decision-maker or influencer, verify current carrier, renewal date, and interest level, and address basic objections.
Booking & handoff
Appointments land in your calendar with confirmed time, caller notes (carrier, renewal date, pain points), and clear next steps.
Reporting & optimization
We review show rates, conversion, and feedback weekly to refine targeting and scripts.
A prospecting stack, delivered.
- ✓Dedicated calling team (full-time, trained setters)
- ✓Weekly reporting (calls, appointments, show rates)
- ✓CRM integration (HubSpot, Salesforce, or your stack)
- ✓TCPA / DNC compliance and call recording
- ✓Transparent pricing (monthly fee + performance options)
Built for commercial-focused shops.
- •Independent agencies focused on commercial lines
- •Brokerages with 2–50 producers
- •Agencies scaling in specific states or industries
Model the return before you commit.
Adjust your team size, commission, and close rate to see projected appointments and revenue.
Illustrative estimate using a 72% show rate and $95 average appointment cost. Actual pricing and results vary by territory and vertical.
Hear exactly how we open.
Professional, permission-based, and never pushy — here's a simplified version of a live renewal call.
This is a simplified example. Actual scripts are customized per client, per vertical, and reviewed for TCPA compliance.
See your performance in real time.
Weekly call reports, appointment calendar, show-rate tracking, and premium in pipeline.
- Ridgeline MechanicalTue 10:30
- Southline FreightTue 1:00
- Peachtree FabricationWed 9:15
- Coastal Care GroupThu 2:00
Representative client reporting view. See how we track your performance in real time.
Where we're calling today.
Hover a state to see coverage status, quarterly appointment volume, and the verticals we target there.
LeadSureX vs. the alternatives.
| Feature | LeadSureX | Generic lead vendor | Cold calling yourself |
|---|---|---|---|
| Decision-maker rate | 85% | 40–60% | 20–30% |
| Show rate | 72% | 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 |
guarantee
We put our numbers on the line.
If your first 10 appointments don't result in at least 7 showing up (a 70% show rate), we'll book you 5 additional appointments free of charge.
Terms: applies to appointments scheduled within your agreed territory and criteria, with the agency attending at the confirmed time. Reschedules requested by the prospect count as shows.
Turn prospecting into a predictable system.
Book a call to discuss your market and pricing options.