Turn Your Insurance Leads Into More Appointments

Choose the calling capacity that fits your business. DialForce handles lead follow-up, qualification, and appointment setting so your agents and advisors can focus on closing qualified opportunities

Insurance Lead Qualification & Appointment Setting

Choose the Right Level of Calling Support

Whether you're testing outsourced lead qualification or scaling an established campaign, we build a dedicated calling operation around your leads, qualification criteria, and appointment goals.

Starter

Best For: Testing outsourced lead qualification with a focused volume of inbound or outbound leads.

Custom Quote A focused starting point for agencies and advisors that need consistent lead qualification without adding internal staff.
  1. Dedicated Calling Agent
  2. New Lead Qualification
  3. Client-Approved Qualification Script
  4. Custom Qualification Criteria
  5. Lead & Call Documentation
  6. CRM / Lead Updates
  7. Basic Performance Reporting

Growth

Best For: Growing agencies and advisors that need consistent qualification across a steady flow of leads.

Custom Quote A dedicated qualification operation designed to identify qualified prospects, filter out poor-fit leads, and keep your sales team focused on better opportunities.
  1. Everything in Starter
  2. Multi-Step Lead Qualification
  3. New Lead Follow-Up
  4. Advanced Qualification Criteria
  5. Lead Scoring & Categorization
  6. CRM / Lead Updates
  7. Quality Monitoring
  8. Performance Reporting

Scale

Best For: Agencies and advisors with high lead volume, complex qualification requirements, or multiple campaigns.

Custom Quote A scalable qualification operation built around your target market, qualification framework, CRM, and sales requirements.
  1. Everything in Growth
  2. High-Volume Lead Qualification
  3. Dedicated Team Lead
  4. Advanced Lead Scoring
  5. Custom Qualification Workflows
  6. Lead Reactivation Campaigns
  7. CRM & Campaign Integration
  8. Advanced Quality Assurance
  9. Detailed Performance Reporting
  10. Campaign Optimization
  11. Flexible Team Scaling

Starter

Best For: Testing outsourced lead follow-up with a focused volume of new leads.

Custom Quote A focused starting point for agencies and advisors that need consistent follow-up without adding internal calling capacity.
  1. Dedicated Calling Agent
  2. New Lead Follow-Up
  3. Multi-Attempt Contacting
  4. Client-Approved Calling Script
  5. Lead Status Updates
  6. Lead & Call Documentation
  7. Basic Performance Reporting

Growth

Best For: Growing agencies and advisors that need consistent follow-up across a steady flow of leads.

Custom Quote A dedicated follow-up operation designed to keep new and existing leads engaged throughout the sales process.
  1. Everything in Starter
  2. Multi-Step Follow-Up Sequences
  3. New Lead Response
  4. Unresponsive Lead Follow-Up
  5. Lead Re-Engagement
  6. CRM / Lead Updates
  7. Follow-Up Scheduling
  8. Quality Monitoring
  9. Performance Reporting

Scale

Best For: Agencies and advisors with high lead volume and a need for continuous, structured lead coverage.

Custom Quote A scalable lead follow-up operation built around your lead volume, contact strategy, sales process, and follow-up requirements.
  1. Everything in Growth
  2. High-Volume Lead Follow-Up
  3. Dedicated Team Lead
  4. Extended Lead Coverage
  5. Advanced Follow-Up Workflows
  6. Lead Reactivation Campaigns
  7. Custom Calling Workflows
  8. CRM & Campaign Integration
  9. Advanced Quality Assurance
  10. Detailed Performance Reporting
  11. Campaign Optimization
  12. Flexible Team Scaling

Starter

Best For: Advisors and agencies testing outsourced appointment setting or starting with a smaller lead volume.

Custom Quote A focused starting point for businesses that need consistent outreach and appointment booking without building an internal team.
  1. Dedicated Calling Agent
  2. Lead Follow-Up
  3. Prospect Qualification
  4. Appointment Setting
  5. Client-Approved Calling Script
  6. Calendar Scheduling
  7. Lead & Call Documentation
  8. Basic Performance Reporting

Growth

Best For: Growing businesses with a steady flow of leads and a need for higher appointment volume.

Custom Quote A dedicated appointment-setting operation designed to increase outreach capacity and keep your sales calendar consistently filled.
  1. Dedicated Calling Agent
  2. New Lead Follow-Up
  3. Multi-Step Follow-Up
  4. Lead Qualification
  5. Appointment Setting
  6. Calendar Management
  7. Client-Approved Calling Script
  8. CRM Lead Updates
  9. Call & Lead Documentation
  10. Performance Reporting
  11. Quality Monitoring

Scale

Best For: Established agencies and firms with high lead volume or larger appointment-setting campaigns.

Custom Quote A scalable appointment-setting solution with dedicated calling capacity, advanced qualification, and ongoing campaign optimization.
  1. Dedicated Calling Team
  2. New Lead Follow-Up
  3. High-Volume Lead Outreach
  4. Multi-Step Follow-Up
  5. Advanced Lead Qualification
  6. Appointment Setting
  7. Calendar Management
  8. Client-Approved Calling Scripts
  9. CRM Integration
  10. Lead & Call Documentation
  11. Quality Assurance
  12. Detailed Performance Reporting
  13. Campaign Optimization
  14. Dedicated Account Management

More Than Just People Making Calls

Every DialForce campaign includes a comprehensive infrastructure designed to maximize your lead conversion.

Dedicated Calling Team

Professionals focused on your campaign, leads, scripts, qualification criteria, and appointment requirements.

Campaign Training

We train the team around your insurance products, target audience, calling process, qualification criteria, and appointment workflow.

Lead Qualification

Every campaign follows your approved qualification criteria so your sales team receives prospects that meet your requirements.

Appointment Setting

Qualified prospects are scheduled directly with your agents or advisors based on your calendar and appointment requirements.

Lead Follow-Up

We ensure every new lead receives timely, consistent follow-up to maximize opportunities from your database.

Lead Reactivation

We can reconnect with older leads and identify prospects who may still be interested in speaking with your team.

Why Outsource Your Lead Qualification?

Your Agents Should Be Selling, Not Chasing Leads

Every hour your insurance agents spend calling unanswered leads is an hour they aren't spending with qualified prospects. DialForce takes the repetitive work off your team's plate. We handle the calling, follow-up, qualification, and appointment setting so your agents and advisors can focus on the conversations that generate revenue.

The DialForce Advantage

Get a Calling Team Without Building One

Hiring, training, managing, and scaling an internal calling team takes time and management attention. DialForce gives you an established team and process built around your campaign.

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Ready to Turn More Leads
Into Appointments?

Stop letting valuable insurance leads go cold. Let DialForce BPO handle the calling, follow-up, qualification, and appointment setting while your agents and advisors focus on having conversations and closing opportunities.