G2

Sheila P.

Mid-Market (51-1000 emp.)

10/19/2026

"Professional, Approachable Outreach That Reaches Commercial Insurance Decision-Makers"

5/5

What do you like best about Appointment Setter Online?

The commercial property and casualty insurance niche is notoriously sensitive to tone and approachability. The team at Appointment Setter Online is professional when it comes to reaching decision-makers, clearly explaining their options, and reminding them of a policy’s expiration date without coming across as pushy. Overall, I value how well they understand who their clients are and what those clients want most from a company like ours. Review collected by and hosted on G2.com.

What do you dislike about Appointment Setter Online?

Because commercial insurance policies renew annually, leads often need a bit of extra attention and follow-up. We saw good results in the campaign’s first month, but engagement was noticeably stronger in the second month, since the dialers needed additional time to schedule and place calls after each policy’s anniversary date. Review collected by and hosted on G2.com.

Recommendations to others considering Appointment Setter Online:

I’d advise any potential clients to make sure their CRM’s automation tools can track contract and policy expiration dates. That way, you don’t miss opportunities during the long tail of lead nurturing. Review collected by and hosted on G2.com.

What problems is Appointment Setter Online solving and how is that benefiting you?

Although our producers are excellent at evaluating the coverage our clients need and renewing policies promptly after each anniversary, they’re also quick to point out that cold-calling prospects one by one from a directory isn’t the best use of their time. This service helps our team consistently schedule meetings with prospects, especially those who need additional nurturing on a case-by-case basis. Review collected by and hosted on G2.com.