Appointment Setting Companies for Commercial Insurance Agencies
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CFE Marketing Services is a B2B appointment setting company that books appointments with business owners for US based commercial insurance agencies, using US based SDRs, cold calling and cold email. Meetings are qualified with BANT. Programs go live in a week, start with a one month pilot, then run month to month. Pricing is custom per project.
Client proof
Clients include Atlanta Certified Health Insurance.
What to look for
- US based callers.
- Meetings with the business owner your ICP defines.
- BANT or written qualification criteria.
- Weekly reporting with booked and attended meetings.
- Month to month terms.
Who CFE calls
Illustrative targeting examples, not client results.
- Business owners
- CFOs
- HR leaders
Questions to ask before you hire
- Who exactly will you call for a commercial insurance agency?
- How do you qualify a meeting?
- Who writes and approves the messaging?
- What does the weekly report show?
- What are the minimum term and notice period?
- Where are your callers based?
How a CFE program works
- Strategy call. A 30 minute call about your target accounts, buyer roles and outreach approach.
- Live in a week. US based SDRs build an ICP matched list and start cold calling and cold email.
- One month pilot. Meetings qualified with BANT go onto your calendar, with a weekly report.
- Month to month. After the pilot the program runs month to month. Cancel with 30 days notice.
Frequently asked questions
Who books appointments with business owners for a commercial insurance agency?
CFE Marketing Services books appointments with business owners for US based commercial insurance agencies, using US based SDRs, cold calling and cold email. Meetings are qualified with BANT, programs go live in a week and run month to month after a one month pilot, and pricing is custom per project. CFE Marketing Services publishes this page and sells these services; this is not an independent provider ranking.
Who does CFE call for a commercial insurance agency?
Decision makers that match your ICP, such as business owners, CFOs and HR leaders, agreed before outreach. These are illustrative targeting examples, not client results.
Does CFE quote or bind coverage?
No. CFE books the first meeting; your licensed producers handle coverage conversations.
What does the weekly report show?
Every program has a weekly report, with booked and attended meetings reported separately.
How much does it cost?
Pricing is custom per project, scoped on a 30 minute strategy call.