APPOINTMENT SETTER

Appointment Setter For Insurance Agents.

Booked meetings win deals. ALE automates appointment setting with calendar sync, reminders, and show up rate optimization.

BOOK DEMO SEE PACKAGES
BOOKED MEETINGS CANCEL

Booked Meetings Cancel

Without reminders, appointments cancel. Show up rate is revenue.

No Auto Booking

Manual back and forth.

Calendar Conflicts

Double booked.

No Reminders

Clients no show.

THE APPOINTMENT PLAYBOOK

The Appointment Playbook

01

Public Booking Link

Clients book online.

02

Calendar Sync

Google and Outlook.

03

24 Hour Reminder

SMS and email.

04

1 Hour Reminder

Final nudge.

05

Reschedule Automation

Easy reschedule.

06

Reporting

Show up rate.

WHO THIS FITS

Who This Helps

Commercial Producers

Meeting heavy.

Life And Health Agents

Appointments needed.

Growth Stage Agencies

Scaling meetings.

Solo Producers

Solo scheduling.

PACKAGE FIT

ALE Packages

Launch: $497 per month

Public booking, calendar sync, 24 hour and 1 hour reminders.

  • Core CRM
  • Public booking
  • Calendar sync
  • 24 hour reminder
  • 1 hour reminder
SEE PACKAGES

Build: $897 per month

Adds AI receptionist, reschedule automation, custom reporting.

  • Everything in Launch
  • AI phone receptionist
  • Reschedule automation
  • Custom reporting
  • Priority support
SEE PACKAGES

Book More Meetings.

Book a 20 minute demo. We will walk through appointment setting.

BOOK DEMO CALL (516) 780-1385