Should I Hire A Final Expense Appointment Setter?

Are you looking for a quality final expense appointment setter you can trust to call your final expense leads?
If you LOVE selling final expense insurance but HATE setting appointments, you’ve found the right article!
I will discuss the major aspects of hiring a final expense appointment setter, and what you should look for.
You’ll discover the value of a final expense appointment setter, and for whom outsourcing final expense appointment setting is a good idea.
Let’s get started!
Overview
The Truth About Outsourcing
Many new final expense agents are not comfortable making phone calls to set final expense appointments.
When I first started in final expense sales, this described me perfectly.
In fact, I even feared calling the pizza man when I was a kid!
This phone call reluctance led me to believe outsourcing final expense appointment setting was a good idea.
What To REALLY Expect
When it comes to setting appointments from final expense leads, there’s 2 different fields of thought.
Nobody Does A Better Job Than You
Some agents believe no final expense appointment setter will work leads better than the agent.
These agents believe that calling leads themselves means a higher percentage of booked appointments, a higher show rate, and a higher closing ratio.
Therefore, outsourcing final expense appointment setting makes no sense.
Outsourcing = Scale
While I understand the perspective of these agents against outsourcing, I believe a quality final expense appointment setter is worth her weight in gold.
In fact, for those agents interested in scaling their business to high levels, outsourcing appointment setting to a caller is my first recommendation.
There is a point of diminishing returns working a large volume of leads.
This means if you want to run more than 15 to 20 appointments weekly, hiring a final expense appointment setter is a sensible idea.
When To Outsource
Let me explain when and why I feel final expense appointment setting is the superior choice for agents taking a large number of leads.
Only buying 15 to 20 leads a week?
No matter if they are direct mail final expense leads, telemarketing final expense leads, or Facebook final expense leads, that activity level is not high enough to warrant hiring an appointment setter.
Unless you have a morbid fear of dialing, you should call the leads yourself and improve your phoning skill.
Too MANY People To See
When is it justifiable to hire a final expense appointment setter?
When you are BURIED in leads, and have so many people to see, that you may not get to all of them each week.
For most, the truth is most agents set their own final expense appointments. It’s efficient. And they get the most return on their investment.
But if you want to scale your presentation volume higher than average, seriously consider outsourcing your final expense appointment setting.
While it’s true that no one will do as good as job as you setting appointments, you must remember your primary focus.
Identify your highest-value, core competency, and leverage that to its fullest extent.
And in selling final expense, our core competency is giving final expense presentations to qualified prospects.
What I Do
When I personally product, I outsource ALL final expense appointment setting activities.
It’s the only way I can run 30 to 40 appointments a week without going bonkers!
Without leveraging my final expense appointment setter, I would be working 15 hours, 6 days weekly between calling and running appointments.
A Good Investment
Despite the investment in paying the appointment setter, I write more volume and bank more commission after expenses.
Summary
For agents that fear dialing, have lots of leads, or want to take their production to the next level, hiring a final expense appointment setter makes great sense.
Your business process changes slightly as your appointment setter probably won’t book as many as you.
However, the volume of new business that you see, compared to doing it yourself, will increase your net income, which is what really matters.
Here are a few final expense appointment setters I recommend:
- ISource Advocate
- Monday Morning Michelle’s
- Final Expense Appointment Setters, or
- Read how to hire your own appointment setter via Upwork.
81 Comments
Donald Roberts
Do you have any connections with an appointment setter?
Thx!
david
Hi Donald:
Yes – I have an appointment setting group I work my agents into, but I keep it private to my agents to ensure my agents are first in line getting appointment setting services.
However, you can easily put up an job ad on http://www.ELance.com and select from a ton of different telemarketers who’d be more than willing to do the job.
Hope that helps.
-Dave
Deb
If you like you can contact me and I can provide you with my information. I’m a lead generator/appointment setter. TY
david
Thanks for your message Deb.
I’ll keep your contact info handy in case my group is in need of additional appointment setters.
Best,
Dave
Brian
Hi Deb,
I am a final expense agent in NJ. I would like to discuss your appointment setter opportunity. Can you please contact me. Thank you
david
Hi Brian:
I shot your information over in an email to Deb so you guys can communicate.
Best of luck,
Dave
Tennesha
Brian, I would like to know more about your service
david
Tennesha – are you trying to get contact information for the appointment setter?
If so, let me know and I’ll send her your information.
liad
Hi Dep / david , can you please help me connect with Deb regarding opp setting , Thanks
dixon cummings
Deb, please contact me about your FE appt services,
832-421-6912 cel, call anytime, Tks, Dixon Cummings
[email protected]
Ed
Hi Deb,
Interested in learning about your phone lead generation. Can you call a senior list of names for our agency?
Ed
david
Ed – I forwarded your information over to Deb, and you were CC’d, too.
Good luck!
Tim
Hi Deb, I need a an Appointment Setter, please email me your contact info so we can talk shop.
david
Tim – I’ll send you some information on a group that I refer my non-agents out to – look for an email shortly.
Ben Schilz
Deb, I need a an Appointment Setter, please email me your info so we can talk, or give me a call at 910-547-7645
david
Sure thing – coming your way now.
Nate Smith
Deb, how could I contact you about appointment setting?
david
Hi Nate,
Click on the “Contact” link above and submit a request to me.
I will be happy to send you an appointment-setting referral.
-Dave
Larry Labonte
Deb I run a Final Expense office in Orlando and looking to outsource to someone to set appointments for us. Someone who, has done FE Insurance before.
Please let me know.
Thanks, Larry
407-300-4407
david
Larry – feel free to check out the videos above for more information about my new final expense appointment setting program.
Rodrick Edmond
Deb, can you email me some information on appointment settings. Rick, 803-463-5172. [email protected]
david
Thanks Rick – I sent you information on our appointment setting service.
Bruce Schragin
Looking for someone to take leads, verify some information and convert to appointments. Thanks,
Bruce
Bruce Schragin
Hi Deb:
Can you contact me regarding appointment setting
Bruce
314-283-7336
Bryan little
Deb very interested in getting appointments made
Elijah
the appointment setter opportunity, as a filler, sounds great. can you please contact me. Thank you!!!
david
Hi Elijah:
Just CC’d you in an email to Deb.
Best,
Dave
Monique
Dave after reading your article and the comments, i have two questions. How has the appointment setter Deb worked out for your other readers? Secondly, (this question has been asked) do you have an appointment setter or company you would recommend at this time and not sending me to elance.
Sincerely,
Monique
david
Hi Monique:
I’ve referred several people to Deb, but have not heard either way if she’s done well.
Let me know if you’d like her contact information.
Lastly, you can do Google searches for appointment setting companies.
Best,
Dave
Sarah
Would love information/contact information for appointment setter for two agents in Ohio. Thanks!! You have such great information!
david
Hi Sarah – I am going to email you information on a new appointment setting group I am recommending. And thanks for the kind words! -Dave
Mark
David- looking for appointment setter for myself in Massachusetts-can you recommend someone? Thanks!
david
Sure thing – I’ll email you now with some ideas.
Ben Schilz
David, I’m looking for an appointment setter in the Wilmington, North Carolina area. Could you email me recommendations?
david
Sure thing – emailing you now.
Jim Roberts
David
can you email the new appointment setter group that you are recommending I am in Texas and am looking for some one thanks
david
Sure thing – I will email you directly more details about the final expense appointment setting group we are using.
Janis
I just found your info
Will like some info on appointment setting
David Duford
Sure! Send me a message to davidduford.com/contact/ and I’ll update you with the appointment setting options I have available.
Kimberly
Hi Dave. Love your articles and videos. Very informative. I’m interested in appointment setting services. Can you send me info on a service you’d recommend. Thanks
david
Hi Kimberly:
Thanks for your comment and appreciate your support.
I will email you some information momentarily on appointment-setting services.
-Dave
Paul
Hey David,
Very informative articles. Nice of you to share with everyone. I’m located in the New England area and have tried using an appointment setting service in the past with poor results. I was told that the leads in the southern states were much easier to make, confirm and keep appts with. Have you heard that?? I need an appointment setting service that can handle 40-50 leads per week. Any suggestions? Thanks.
-Paul
david
Hi Paul:
I will email you over a group you could consider using. Hope it helps. -Dave
Dave
Great article. I also purchased your book. Can you email me info on Appt setting service. Thx
Dave
david
Hi Dave – thanks so much for buying my book!
I will send you contact information shortly. -Dave
Harry Birdsong
Would you please have Deb call me to discuss
appointment setting service for Final Expense Leads;
david
Hi Harry – I will email you shortly regarding my new final expense appointment setting service.
Mare
Hello, I am interested in an appointment setter for NC are you able to recommend anyone? Not sure if Deb is overwhelm or if you can assist me.
david
Hi Mare,
I tried emailing you at the email you provided but it kicked back my email.
Go ahead and resubmit your Contact request and I will let you know what we can do.
The short answer is “yes.” I can definitely get appointment setting service for you in North Carolina.
-Dave
Travis
Interested in appointment setting service in SC.
david
Hi Travis,
There shouldn’t be any issue getting you final expense appointment setting services in South Carolina.
I’ll reach out to you soon via email with more information.
Best,
Dave
Danny Baker
Hi David,
I need appointment setting service in Virginia. Can you service that area?
Danny
david
We can definitely do that, Danny.
I emailed you earlier this morning with a full explanation.
Let me know if I can answer any other questions you may have.
David Gamble
Dave,
On the appointment setting service, do you accept agents who have 20 fresh leads, but may not have them every week. I’m still just getting started in this. Thanks.
Dave
david
That should be OK – I’ll pass your information along to my group and let them decide.
-Dave
Dana Durant
Hi Dave,
I need your appointment setting services, if you still have them available. After I ay, do I send over the leads in an excel spreadsheet? I have quite a few.
Thanks,
Dana
david
Hi Dana,
Thanks for your comment.
If you are interested in appointment setting, scroll near the top of the page to the PayPal button to pay the $100 deposit to reserve your spot (FYI – the deposit applies towards the portion of your last bill).
Additionally, make sure you are sending *fresh* telemarketing or or direct mail final expense leads. They do not like working the aged stuff as it tends to be tougher for them.
Other than that, if you have any other questions, please let me know!
April Johnson
Hi Dave,
Can you email me information about the appointment setting?
Thanks 🙂
david
Hi April,
Yes ma’am – info has been sent.
Ken
Dave I would like your recommendation and pricing info on on an appointment setter in Tennessee.
david
Hi Ken – just shot you an email with more info.
Jasmyne Townsel
Is the appt setting service only for agents who work with your company? I almost paid the $100.
david
No, it’s good for my agents and those that aren’t working with me alike.
Andrew Grubaugh
I would like to get more information on your appointment setter. Please let me know as soon as you can.
david
Hi Andrew- forwarding you info right now.
Darius
Hey David!
I’m looking for an appointment setting service as well. Do you still provide that?
david
Yes – feel free to email me.
Jasmyne Townsel
Hi Dave,
If enough leads are submitted to do so , is it possible for the appt setter to schedule 10 appts for 1 day?
Allan
Do you still have the appointment setting service? I paid the $100 and was directed to a link that was no longer working.
david
Yes – following up via email now.
Scott
Please e-mail me as well, I am very interested. Only question how new do you need leads? The agency I work for had bad management in past so got lots of fresh leads not worked but some are several months old, obviously trying to work through them.. have also had success
David Beaver
Dave,
Please send me information on the Appointment setter. Also, I am interested in high quality lead sources that you provide with your team that gets passed along to the Appointment setter. Also, what companies do you use and commission schedule . I would be great interested in your team if there is some companies I am not appointed to.
davidduford
Reach out to me at davidduford.com/contact/ and we’ll schedule a time to speak.
Concepto
Hi,
Need someone to do Appointment Setting for you?
I am managing my own team trained to do appointment setting for Medicare/ Medicare Supplement Plan and Final Expense (Burial).
Shot me an email to discuss. I am experienced in getting Hot Leads for Final Expense, Turning 65 and Medicare Supplement Plan.
I would be very happy to be of service.
Greg
Dave, I am interested in your appointment setting service. Is it still up and running?
davidduford
Yes, I can refer you a few appointment setters that work.
Dominique Fryar
I don’t have fresh leads. I have aged leads with some that are more than 6 months old. Do you have a referral that I can use to outsource setting appointments for aged leads?
davidduford
Not really. Most want fresh leads. You could try hiring your own appointment setter at upwork.com.
Bernard
Dave, thanks for all the great advice! Can you refer me a good appointment setter for my agency? Looking to book 24 appointments every week for FRI-SUN. Thanks
davidduford
Google search ‘final expense appointment setter’ and you’ll get some options. Or hire and train your own at upwork.com.
Ed Fitch
I will pay for your referral of an appt setter in Greenville Sc.