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6 contributions to Insurance Agents University
Has anyone ran a successful cold email campaign to generate sales appointments with small business owners and consumers?
I am interested in hearing other people's experiences with running cold email campaigns to generate appointments for life and health insurance and retirement planning. Is there specific email copy that has worked well for you before? And how many emails did you send on average to generate a quality sales appointment? Also are there specific prospects or data lists that have worked well for you? Are there any specific tips that your recommend for generating life and health insurance appointments and retirement planning appointments? And did you run email outreach campaigns for both consumers and small business owners? If you have been able to generate quality insurance and retirement planning appointments with cold email then I am interested in learning more about how you did it.
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Has anyone been able to generate high intent inbound life insurance leads from paid ads for $20 or less per lead?
I would like to generate high intent and high quality inbound final expense and mortgage protection leads from click to call ads for $20 or less a lead. Do you think this is possible and likely? If you have had experience generating inbound life insurance leads then what was the best price point that you could generate inbound life insurance leads for? I am really only interested in generating inbound leads because the answer rate for outbound leads usually really sucks these days. If you generate inbound life insurance leads is there any good advice you can give about doing it on a budget?
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Is anyone running FB messenger ads for Annuities?
I am thinking about switching from Meta form ads to Meta messenger ads because I have heard that they are better at booking actually appointments because they are more inter active than Meta form ads. I am interested in hear other peoples experiences with running meta messenger ads and if you have had more success with booking appointments with messenger ads vs form ads and what your cost per appointment and cost per new client is. Is there anything else I should be aware of with messenger ads to have the best success at setting more appointments?
1 like • Mar 24
@Kenny Neumann Ok. Thx. I am running annuity form ads now and I want to generate high intent inbound annuity lead calls. Do you think its possible to do this on a tight budget?
0 likes • Mar 24
What do you propose and what are you seeking?
Is anyone in this group going to retirement communities to Do annuity and LTC seminars?
If so what has your experience been like doing this? Do you have any advice about the best way to do this? I have access to annuity product with a good LTC rider and I am thinking this could be a good way to generate sales leads and appointments at a low cost or possibly for free. If people in this group have experience with this then I would love to hear about your experience with doing this.
I am interested in hearing about peoples experiences with using AI to cold call to set B2B sales appointments.
I have heard mixed reviews about using AI to cold call to set sales appointments. I talked to an insurance agency that says they are going to setup an AI cold calling campaign to businesses to set appointments with businesses to talk about their insurance benefits. Other people have told me not to use AI to cold call. I am currently using a power dialer called prospect boss to cold call businesses. It can call 3 numbers at once. I am really curious how AI cold calling can compare to this. I have access to vapi AI. it looks like it will cost 10 cents a minute to call. My goal is to set appointments with business owners to talk to them and their employees about their benefits and retirement. If you have used AI for cold calling can you re post about your experiences with this and how much did it cost you per day and what were your results with it?
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Jonathan Symonds
2
9points to level up
@jonathan-symonds-8270
Hello I am on here to learn and meet new people. I am open to new legit business opportunities as well. I currently work in benefit planning.

Active 1d ago
Joined Jun 20, 2025
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