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PRICING
You pay a flat monthly retainer for a committed number of qualified appointments. See what CallingAgency charges, what sets your tier and what makes an appointment count.
Almost every vendor in this market sells per lead. Shared web leads, exclusive web leads, live transfers, aged data. The unit is a contact, and your producers turn it into a quote.
CallingAgency charges for the outcome instead. One fixed monthly retainer covers a committed number of qualified commercial insurance appointments. Each one carries a verified decision-maker, a confirmed X-date and the current carrier and lines in force on file. Our commercial insurance lead generation team runs the list build, the outreach and the qualification. Your producers run the quote.
Only CallingAgency pricing lives on this page. Market-wide cost ranges for insurance leads by line and by channel sit in our insurance lead generation cost guide.
Retainers run from $1,699 to $9,500 a month. There is no per-lead fee, no setup fee and no share of your commission.
In one sentence: CallingAgency runs commercial insurance lead generation on a flat monthly retainer between $1,699 and $9,500, with no per-lead fee, no setup fee and no commission share. Two published tiers commit to 10 to 40 qualified appointments a month, near $115 to $180 per booked appointment. Each includes a verified decision-maker, a confirmed X-date and no-show replacement. We quote the Revenue Accelerator tier per agency.
Monthly retainer, by campaign tier
Qualified appointments per month on the two published tiers
Show rate on the GAMS Group campaign
Retainer and volume figures are the tiers published on this page. The show rate is from the GAMS Group case study.
Pricing splits into three campaign tiers. Each pairs one retainer with a committed monthly appointment range and the cost per booked appointment it indicates. In every row, the lower cost goes with higher volume. We quote Revenue Accelerator volume by your lines, states and producer capacity.
Tier | Campaign scope | Monthly retainer | Qualified appointments per month | Typical cost per booked appointment |
Full-Time SDR | One dedicated SDR. One state or one metro. One or two lines (BOP, general liability or commercial auto). Small business accounts. | $1,699 | 10 to 15 | $115 to $170 |
Pipeline Starter | Several states or a multi-office agency. Three to five lines. Small business and lower mid-market accounts. | $4,500 | 25 to 40 | $115 to $180 |
Revenue Accelerator | Multiple states. Full commercial lines including workers’ comp, D&O, EPLI and group benefits. Mid-market accounts with more than one stakeholder. | $9,500 |
Typical bands, not a rate card. Every tier includes list building, X-date research, multi-channel outreach, qualification and no-show replacement. Tier volumes are committed floors and ceilings, not a continuous ladder.
So why does the cost per appointment barely move between the two published tiers? Two forces pull against each other and mostly cancel out. Inside a tier, the figure drops as committed volume rises, since the list build, the X-date research and the script approval happen once whether we book 10 meetings or 15. Across tiers, scale would lower it, but a mid-market account with a risk manager, a controller and an experience mod to screen needs far more outreach than a single-owner BOP account. That pushes it back up. Three tiers, three products at different scale.
Outsourced B2B appointment setting usually runs $150 to $500 per booked meeting. Our set sits at or near the bottom of that band. Single-state, single-line work on one list is the lightest in the band, and our committed volumes run high for the retainer.
For scale, the Kellett Insurance Agency campaign booked 109 qualified appointments in seven months, about 15 a month, which is Full-Time SDR volume at the top of its range.
Campaign placement depends on five levers. Not one is the number of dials.
Each state adds a telemarketing registration check, calling-hour rules and a separate DNC scrub. Single-state work carries the lightest compliance load.
Revenue and class code qualify a BOP or general liability prospect. Workers’ comp adds payroll basis and mod factor. D&O, EPLI and group benefits need an HR director or board-level contact. More lines means more qualification fields captured before an appointment can count.
A single owner decides on their own. A lower mid-market account has an owner, a controller and often a risk manager, so we confirm who signs the BOR letter or binds coverage. Multi-stakeholder accounts take more touches per appointment.
Booking inside a 60 to 90 day pre-renewal window needs a bigger X-date-dated list than taking any confirmed X-date. Our commercial insurance prospecting tab shows how we verify X-dates.
Ten and forty are different staffing problems. Higher volume means more calling hours, more email and LinkedIn touches, and a bigger list refreshed more often.
Already have a list? We clean, enrich and DNC-check it instead of building one from scratch. The retainer stays the same, but the ramp shortens.
Every retainer includes the full outbound motion. Anything a licensed producer must do sits outside it. Watch that split when you compare quotes.
Included in the retainer | Stays with your producers |
Prospect list built by NAICS or SIC code, revenue band, employee count, state and X-date, through our list-building service. | Quoting, carrier submissions and binding |
X-date research and renewal-window targeting | Loss runs, applications and BOR paperwork |
Cold call script, email sequence and LinkedIn copy written for your lines and approved by you before launch. Samples of each are on our commercial insurance cold calling scripts, cold email templates and LinkedIn message templates pages | Carrier appetite and underwriting fit decisions |
Cold calling, email and LinkedIn outreach, 6 to 10 touches over 2 to 3 weeks, TCPA and DNC compliant with litigator scrub | Attending the appointment and running discovery |
Decision-maker verification and qualification against the criteria agreed at onboarding | Follow-up after the first meeting |
Appointment booked on the producer’s calendar with notes: current carrier, X-date, lines in force, approximate premium, mod factor and BOR status, pushed to AMS360, Applied Epic, EZLynx, HubSpot or Salesforce | Renewal and retention of the bound account |
Weekly reporting and no-show replacement |
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We count an appointment only after all six gates pass. Anything short of six gets replaced, not billed.
Gate | What we confirm before booking | Why it is on the list |
1. Decision authority | Owner, CFO, controller, risk manager or HR director with authority to sign a BOR letter or bind coverage | Your producers never pitch an office manager who has to go and ask |
2. Fit | Industry, revenue or employee band, and state match the criteria agreed at onboarding | A perfect X-date on an account outside your appetite is not a lead |
3. Confirmed X-date | Renewal date stated by the prospect and inside your agreed window | Timing decides most commercial lines wins |
4. Coverage picture | Current carrier and lines in force captured, approximate premium where the prospect offers it | Producers walk in knowing what they are quoting against |
5. Stated openness | The prospect agreed to a fresh quote or a BOR conversation | A courtesy meeting is not a buying conversation |
6. Confirmed slot | Date and time on the producer’s calendar, confirmation sent, reminder before the meeting | This is what makes a 92% show rate possible |
Replacements run on these same six gates. If a booked prospect misses one, say so and we take it off the count.
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We deliver exclusive commercial insurance leads and book appointments with owners, CFOs and risk managers, each with the X-date and current carrier confirmed.
Most models in this market charge for a unit that comes before qualification. Here is how each would read on your invoice, and why we chose a different route.
Model | What it would look like on your invoice | Why we do not use it |
Per shared lead | A per-contact fee for a form fill that is also sold to three or four other agents | You would pay for a race, not an appointment |
Per exclusive web lead | A higher per-contact fee for a form fill sold once | Still a contact, not a confirmed X-date or a verified decision-maker |
Per live transfer | A fee each time a caller is handed to a producer, qualified or not | The producer does the qualifying on their own clock |
Per calling hour | A dialer seat billed by the hour, with the list and the script yours | Capacity with no committed outcome. This is what our call center packages sell, and it suits a different buyer |
Share of commission | A percentage of first-year commission on every bound account | Turns your book into our revenue share and punishes your best closers |
Volume risk stays on our side. The retainer locks to a committed appointment count, so any shortfall carries into the next month. Attempts cost you nothing.
Reviewing us alongside other providers? The how to choose an insurance lead generation company tab has the questions to ask each of them.
Measure the retainer by cost per bound account, not cost per meeting.
Cost per bound account = monthly retainer ÷ (appointments per month × show rate × your quote-to-bind rate)
Here is how it works on the Pipeline Starter tier. You pay $4,500 and get 25 to 40 appointments. At the 92% show rate from the GAMS campaign, that is roughly 23 to 37 held meetings a month. Add your quote-to-bind rate and you have a cost per bound account.
Commercial accounts renew, so compare that cost against commission across every year you hold the account. Your producers, carrier appetite and class mix set the close rate.
Term | How it works |
Billing cycle | Monthly, in advance, one retainer per tier |
Setup and onboarding | Included. List build, X-date research and script approval happen before the first dial |
Ramp | Outreach starts in week one. Most agencies see the first qualified appointment inside seven days. The full committed range is measured from the second billing month |
No-shows | Rescheduled first. If the prospect does not reschedule, replaced at no charge |
Unqualified appointments | Any appointment that fails one of the six gates comes off the count and is replaced at no charge |
Shortfall | If a billing month closes short of the committed range, the balance carries into the following month at no additional charge |
Lead exclusivity | Every lead and appointment is exclusive to your agency and never resold to another agent, broker, MGA or carrier |
Changing tier | Move up or down at the start of any billing month |
Some agencies prefer a dedicated calling seat by the hour over a committed appointment count. Those agencies should compare our cold calling SDR packages. For annual appointment commitments across more than one vertical, see lead generation pricing.
Between $1,699 and $9,500 a month. Full-Time SDR costs $1,699 for 10 to 15 qualified appointments, one state, one or two lines. Pipeline Starter costs $4,500 for 25 to 40 across several states. Revenue Accelerator costs $9,500 with volume quoted for your agency.
We do not charge either way. One flat monthly retainer buys a committed number of qualified appointments. The cost per booked appointment figures here show what that retainer comes to at committed volume. There is no per-lead fee, no setup fee and no commission cut.
We bill an appointment only after all six gates pass. The decision-maker can sign a BOR letter or bind coverage. Industry, size and state fit the criteria agreed at onboarding. The X-date falls inside your renewal window. The current carrier and lines in force are captured. The prospect agreed to a fresh quote or a BOR conversation. The slot sits confirmed on your producer’s calendar. Anything short of all six is replaced, not billed.
Our call center packages give you capacity. One dedicated agent, set hours, your list and your script, and no appointment commitment. Full-Time SDR ties that same seat to a result. You get 10 to 15 qualified appointments a month through six gates, plus the list build, X-date research, qualification and no-show replacement carried by us. The entry price is the same. What you are buying is not.
Your invoice stays the same. A billing month that closes short of the committed range carries the balance into the next month at no additional charge. No-shows get rescheduled first, then replaced. Any appointment that fails one of the six gates comes off the count and gets replaced.
Yes. A single-state campaign for BOP, general liability or commercial auto on small business accounts sits at Full-Time SDR. Add workers' compensation, D&O, EPLI or group benefits and you add fields like payroll basis and mod factor. Lower mid-market accounts add stakeholders. Either shift raises the tier.
Questions about targeting, compliance or the outreach itself are answered on the commercial insurance lead generation FAQ
Get Started
We deliver exclusive commercial insurance leads and book appointments with owners, CFOs and risk managers, each with the X-date and current carrier confirmed.