CallingAgency ran 5 insurance campaigns and booked 455 qualified appointments. This report breaks down what those campaigns produced. Four campaigns focused on commercial insurance for business owners. One promoted auto warranty coverage. Every figure comes from our own client work rather than industry estimates.
Insurance gives us something useful for planning. Four of the five campaigns reported a projected pipeline, which gives a clearer picture of value than we see in most verticals.
A note on the data: these are self-reported results from 5 real campaigns. Any revenue figure refers to projected pipeline rather than closed deals. All numbers are current as of July 2026.
Insurance Appointment Setting Benchmarks at a Glance
| Benchmark | Across Our 5 Campaigns |
| Total appointments booked | 455 |
| Appointments per campaign | 108 median, range 37 to 109 |
| Appointments per month | 16 median |
| Campaign length | 5 months median, range 3 to 7 |
| Projected pipeline | $2.8 million across 4 campaigns |
| Average pipeline per campaign | $706,000 |
We break down each benchmark in more detail below.
How Many Appointments Does an Insurance Campaign Book?
The median campaign booked 108 qualified appointments. Four of the five campaigns finished between 93 and 109 appointments. One shorter campaign booked 37 appointments in three months, which brought the average down to 91.
That narrow range stands out. Insurance campaigns running for a normal length produced similar appointment totals, which makes performance easier to plan around.
How Many Appointments Can You Expect Per Month?
The median campaign booked about 16 qualified appointments per month. Monthly results ranged from 12 to 22 across the 5 campaigns. Once the target list is in place, that pace tends to stay consistent.
For the campaign run for Quantum Insurance, we booked 108 appointments in five months.
How Long Does an Insurance Campaign Take?
The median campaign ran for five months. Campaign lengths ranged from three to seven months, which puts insurance on the shorter side compared with many other verticals.
The sales process usually moves faster too. A business owner who needs coverage can make a decision sooner than a buyer considering a large capital purchase. That keeps insurance campaigns moving at a steady pace.
How Much Pipeline Do These Campaigns Generate?
Four of the five campaigns reported a projected pipeline figure. Together they represent $2.8 million in projected pipeline. That averages $706,000 per campaign.
Commercial policies carry real annual value. Kellett Insurance reached $1.2 million in projected pipeline. GAMSG reached $950,000. A single commercial account can renew for years.
Commercial Insurance Versus Other Industries
Commercial insurance made up four of our five campaigns. These reached business owners and decision-makers who buy coverage for their operations. Volume and pipeline were both strongest here.
The fifth campaign sold auto warranty coverage. Alpha Warranty booked 108 appointments and grew its pipeline by 60 percent. The outbound method carried across both lines.
Who Buys Insurance Appointments and How?
Business owners and operations leaders make most commercial insurance decisions. The best time to reach them is before a renewal, when they are open to a better quote.
Phone plus email worked across every campaign. Timing matters more here than in many verticals. A call that lands a few weeks before renewal beats one that lands the day after.
How to Use These Benchmarks?
For an insurance agency setting a target, work in three steps. Start with roughly 100 appointments over five months as a baseline for a full campaign. Expect about 16 per month once it ramps. Time the outreach to renewal windows where you can.
Judge the campaign on written policies and pipeline, not appointment count alone. A commercial account that renews yearly is worth far more than a single meeting.
These numbers reflect 5 real campaigns and 455 booked appointments. If you want insurance appointments on your calendar, we can help you set insurance appointments.
The 5 Campaigns Behind These Benchmarks
Every figure above comes from these real insurance campaigns.
- Kellett Insurance (109 appointments, 7 months)
- Quantum Insurance (108 appointments, 5 months)
- Alpha Warranty (108 appointments, 7 months)
- GAMSG (93 appointments, 5 months)
- Voyage Insurance (37 appointments, 3 months)
