Transform you insurance business with our expert appointment setting service.
"You have been a blessing. I greatly appreciate working with you!"
- Kyle Swanson, Insurance Broker / Sr. Field Underwriter
Here’s What You’re Up Against:
You’re Juggling Everything
From managing contracts to closing deals—and it’s exhausting.
Sales are Inconsistent
You had sat with a client but no sales and missed follow-ups mean lost opportunities and money left on the table.
Still Knock on Doors & Buy Leads
But there’s just no time to follow up on all of them. Wasted efforts and resources.
Chasing leads is time consuming
Chasing leads eats up your time and energy, leaving you frustrated.
Stop relying on outdated methods — Start Delegating and Automating so you can FOCUS on doing the important work that makes your business thrive.
(Manual Reaching-out & Tracking of LEADS)
❌ Disorganized Tracking: Google Calendar and Excel/Notion mix up lead statuses (confirmed, pending, canceled).
❌ Lost Paperwork: Important notes and tasks get stuck on the desk and forgotten.
❌ Time-Consuming: Manually updating leads wastes time that is better spent on sales.
❌ Missed Opportunities: Follow-ups for rescheduling, reviews, or referrals get overlooked.
❌ Inconsistent Experience: Delayed communication hurts client trust and relationships.
(Appointment-Setting Service)
Reduced No-Shows: Automated reminders (24 hrs & 1 hr before)
Seamless Follow-Ups: No manual tracking; reminders for rescheduling, reviews, and referrals happen automatically.
Increased Productivity: More time spent on selling and nurturing relationships rather than administrative tasks.
Better Client Experience: Consistent, timely communication builds trust and professionalism.
Imagine connecting consistently with prequalified and high-quality leads and automating the tasks that hold you back. Freeing up your time to focus on growth and leadership!
Build a FREE & consistent high-intent LEADS.
Our CRM automation streamlines your services by managing follow-ups and scheduling appointments automatically. This minimizes the risk of appointments slipping through the cracks, ensuring consistent engagement with your leads.
Maximize CONVERSIONS and foster a steady stream of PIPELINE opportunities.
ORGANIZE LEAD MANAGEMENT 2.0 to prioritize prospects and book more qualified appointments.
IMPLEMENT AUTOMATION FOLLOW UP with no-shows, send reminders, and handle personalized touches like birthday greetings and policy updates.
BUILD A TRUST ONLINE PRESENCE that turns cold leads into warm, high-intent prospects who know, like, and trust you—ultimately leading to more sales.
SCALE YOUR BUSINESS without sacrificing personal time, so you can focus on what matters most—closing sales and family.
COLD CALLING (5 HOURS A DAY)
Your virtual assistant will make daily calls to your purchased leads, engaging prospects with personalized cold calls to qualify them for the next phase of your sales funnel.
LEAD QUALIFICATION
The assistant will assess each lead against your criteria by asking pre-set questions, ensuring a smooth transition to appointment scheduling.
EXPERIENCED DIALER WITH CLEAR ENGLISH ACCENT
Your virtual assistant will have proven cold-calling experience and will communicate with leads in a clear, professional English accent.
By choosing our PHOENIX CRM, you’ll also receive non-voice support for basic CRM and GHL tasks, streamlining your operations further.
BONUS: VARIETY OF WINNING SCRIPTS!!!
By taking advantage of our appointment setting service, you'll also receive a variety of effective cold calling scripts to boost your outreach success.
IN(FLUEN)SURE APPOINTMENT SETTER
(minimum of 1 month contract)
Here's what you get:
Experienced Dialer with a Clear English Accent
Zoom call meet & greet with your dedicated VA/Setter
Cold Calling (20 hrs/week as part time)
Non-Voice Support for basic CRM/GHL Tasks
BONUS: Variety of Winning Scripts
Total value: $2000/MOS
Today Just $780/MOS ($195/WEEK)
"Everyone speaks highly of you and your efforts!"
"How are you? Gage was saying you did well for him. Everyone speaks highly of you and your efforts! Thank you." - Jared Lindsay, Insurance Broker
"You have been a blessing."
"I greatly appreciate working with you!"-
Kyle Swanson, Insurance Broker / Sr. Field Underwriter
FEATURING:
Phoenix CRM
A2p Verification $249
Email Account Set Up $149
Plug & play Million-Dollar Sales Process Automation $1899
Agent Credibility Site $1499
Referral Landing Page $999
Insurance AI Bot Messenger $497
Power Dialer $99/month
Social Media Planner $20/month
24/7 Tech Support $480/month
Total value: $5891
Today Just $150/MOS
Brandy Linaman
Insurance Broker
“You are the inner workings of this team! You did and continue to do an amazing job training Lea and introducing her to our team. Your dedication and expertise not only in dialing but in the marketing and back office work too! I am so incredibly fortunate to have you on board. Your hard work and patience and support have made such a positive impact on our teams success. I truly appreciate everything you do and the energy you bring.”
Jessica Rodriguez
Insurance Broker
“You have been a
great partner and extremely coachable. Your kindness and willingness to learn always makes it easy to work with you and I appreciate you so much for that. I will be very lucky if I get you again. Thank you again for all you have done in helping me be successful.”
Kyle Swanson
Insurance Broker/Sr. Field Underwriter
“You have been a blessing,
I greatly appreciate working with you! Here soon I’d like to discuss giving you more responsibility and upping your hours if you would like? I would also like to speak with you about being a team recruit for new agents!”
Book a Discovery Call
Schedule a free consultation through our automated booking system to discuss your needs and goals, whether it's appointment setting, CRM setup, or a complete sales automation system.
Customized Plan
During the call, we’ll create a tailored plan based on your current assets and desired outcomes, setting clear expectations for measurable results.
Onboarding & Setup
Once a tailored service is confirmed for you and your goals, our team will onboard you quickly. We’ll guide you through the Phoenix CRM setup, facilitate meet & greets for appointment setting, and assist with email outreach setup.
Launch & Monitor
After setup, we’ll launch your service and monitor progress closely, making adjustments as needed. You’ll receive regular updates and reports to keep you informed of your success.
We, Shiela and Bonielyn - the founders of Skyrocket Digitals are your Insurance Business Ally, dedicated to helping brokers and agency owners like you achieve your highest productivity and grow your business from the ground up.
Our focus is on moving your business into the digital world—without losing the personal touch.
Expanding your reach
Increasing your impact
Enabling you to serve clients more effectively
We’re not just theorists; we’re practitioners with proven results. Our expert team and our expert partners has years of experience in helping brokers like you successfully automate their lead generation, resulting in increased appointments and business growth.
TALK TO US to learn how our proven methods can help your agency and your business grow consistently and sustainably!
If you're an insurance broker struggling to find time for cold outreach, our solution is designed for you.
We offer a done-for-you appointment setting service, where our skilled team handles cold calling and cold email outreach. This saves you hours and delivers high-quality leads ready to book, helping you see immediate results and keep your pipeline full while you focus on running your agency.
We understand that managing a team, nurturing leads, and closing sales can feel overwhelming.
Our automated sales process, combined with expert outbound callers, takes care of your leads conversion and outreach. You stay in control of your business, but without the day-to-day grind. Our system ensures efficiency, so you can concentrate on growing your agency without losing control over key tasks.-WRITING INSURANCE POLICIES / Closing deals.
Our strategy is designed to provide quick wins through cold calling and email outreach while also focusing on sustainable growth. Beyond booking appointments, we build your personal brand online and run META Ads, turning your cold market into a warm audience that knows, likes, and trusts you. This ensures you're consistently generating high-quality leads over time, helping you scale your agency effectively.
We get it—you want proof before investing.
That’s why we offer a 100% Money-Back Guarantee if our email outreach doesn’t deliver results within 60 days.
Plus, with our ongoing promo, you save significantly compared to other marketing providers. We’re committed to setting realistic expectations based on the assets you provide, and we aim to make you a case study for success.
Our service is built to create a steady, reliable flow of high-quality leads through a combination of quick-win tactics like cold outreach and long-term strategies such as personal branding and ads. This helps eliminate the ups and downs of inconsistent lead generation, giving you a stable path to growth and financial independence.
YES. Most of our clients start with Appointment Setting/dialer service before they gradually invest in other services. Especially if you want to grow your sales while saving your time–to spend more time with your loved ones.
Yes, with Phoenix CRM, you’re covered! We provide 24/7 tech support, so any issues can be resolved quickly.
Starting October 2024, we’re also offering one-on-one Zoom sessions every week to help you stay on top of everything.As a bonus, if you use our appointment setting services, our skilled dialers can offer basic CRM support and even contact tech support on your behalf—making your experience as seamless as possible
YES!
Join our FREE FB community where we will conduct scheduled client getting challenges where we can teach you those marketing strategies and walk you through, together with other brokers /agency owners who have a GOD-SIZED dream and are action takers.
Also we’re planning to do COURSES in the near future so you can learn and apply them at your own pace.
Let us handle your appointment setting so you can focus on closing deals and serving clients.
Our expert team specializes in generating high-quality leads tailored for the insurance industry.
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