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By scheduling a call and filling out this form, you'll help us create the best strategy tailored to you and your business. Let’s get started on your path to success!
TESTIMONIALS
Hear From Our Clients
"You have been a blessing."
- 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!"
"You are the inner workings of this team!"
-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."
"Everyone speaks highly of you and your efforts!"
- Jared Lindsay, Insurance Broker
"How are you? Gage was saying you did well for him. Everyone speaks highly of you and your efforts! Thank you."
"Highly recommend this"
- 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. Thank you again for all you have done in helping me be successful."
Join us in our journey to network smartly, showing up online to engage with a warm market that trusts and values you. Together, we can redefine appointment setting in the insurance industry.
Frequently Asked Questions
How can I book more qualified appointments without spending hours on cold calls?
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 Meta Ads Service to attract high intent leads.
This saves you hours in booking appointments, helping you see immediate results and keep your pipeline full while you focus on running your agency.
I can’t do everything myself—how does your service help me delegate effectively?
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.
How does your service support both short-term wins and long-term sustainable growth?
Our strategy is designed to provide quick wins through cold calling your existing list from your current favorite & trusted lead vendor and email outreach while also focusing on sustainable growth by empowering you to create content that delivers value to your prospects so will become the top of mind.
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.
How do I know this will work for my insurance agency?
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 90 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.
How does your service help me avoid the feast-or-famine cycle of client acquisition?
Our service is built to create a steady, reliable flow of quality appointments through a combination of quick-win tactics like follow-up automation, Appointment Setting/Dialer Service, 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.
Can I avail ONE service for now?
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.
Here's how appointment setter sound:
Call Sample 1
Call Sample 2
Can I get help in case I have technical issues on my CRM?
Yes, with Phoenix CRM, you’re covered! We provide 24/7 tech support, so any issues can be resolved quickly.
Started November 2024, Phoenix CRM 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 assist you with basic CRM support and even contact tech support on your behalf—making your experience as seamless as possible
Is there a DIY approach on all these marketing strategies?
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.
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