We place proven
Appointment Setters
in your Insurance Business
Delegate your daily calls to a skilled dialer and get time back to focus on
scaling your business and life
We place proven
Appointment Setters
in your Insurance Business
Delegate your daily calls to a skilled dialer and get time back to focus on scaling your business and life
What your Dialer can do for you
The Game-Changing Hire Every Insurance Agent Needs
Keep Your Calendar Full
Kick off each morning with a calendar filled with appointments from your supplied leads.
Personalize Your Client Interactions
Our appointment setters are pre-trained but fully customizable to match your scripts and preferences.
Stay Organized
We keep your CRM updated and your business organized. Never worry again.
Hear it from them
Success Stories from Our Clients
Trusted by the Best Agents in the Industry
Mallory Kroos - FFL Hall of Fame Producer
Austin Harless - Agency Owner
Justin Bill - Top Insurance Agent
Maria Patton - Top Insurance Agent
The Vortex Virtual Edge
Get time back with affordable, team-backed assistants and zero hidden costs.
Save Big
Save up to 70%! Starting at just $11/h, without the extra costs of in-house hires.
Performance You
Can Trust
With a dedicated Success Manager guiding the way, your assistant always exceeds. Need to switch assistants? We’ll handle it.
Transparent Pricing
No surprises — just clear, upfront pricing with no hidden fees. Cancel Anytime.
Stress-Free Start
No office space, no equipment, no benefits to cover. Your assistant is ready to go.
Vortex Virtual
Dialer’s Pool
Get access to a shared team of expert dialers ready to make calls, qualify leads, and schedule high-value appointments directly into your calendar.
Designed for Insurance Agents who want an ultra-affordable way to boost sales.
Easy Start-Up: Pay just 50% of the setup fee to instantly kickstart your lead generation efforts.
Flexible Plans: Start small with a non-dedicated dialer, and upgrade anytime to a dedicated, full-time partner.
No Risk, Only Results: Scale your business with confidence without stretching your budget. Why wait? Start winning more clients today with our Half-Time Plan! 👇
Get top-tier dialers/appointment setters starting with our Half-Time Plan of 20 hours per week at $11 p/h
Our Half-Time Plan offers 20 hours a week at just $11/hour - Only top-tier appointment setters!
Dialer KPIS
Proven Metrics Reached by Our Top Assistants
Lead-to-appointment ratio
Out of 250 leads per week:
40-50 appointments
Appointment show ratio
Range from
50% to 85%
The Ultimate
Mortgage Protection
Appointment Setting Script
Get the Script Top Appointment Setters Use to Close More Appointments and Deals Faster.
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📢NEW!
Hello, Hola!
Boost Your Reach with our Bilingual (Spanish/English) VA Dialers /Appointment Setters
Our Simple, Easy Process
1. Schedule a FREE 15-Minute Discovery Call
In this initial meeting, we will discuss your business goals and cover detailed plans and pricing.
2. Get a Vortex Virtual Dialer:
We'll match you with a skilled
Dialer tailored to your insurance business needs.
3. Earn Time Back
Delegate tasks and focus on growth
with ongoing support.
Find out if you are you ready to get a Virtual Assistant.
Building a team is an important step in growing your business. Not sure if you need a Virtual Assistant? Find our in a free 15 minute discovery call.
What will we cover in this call?
Insights into our services:
Including Customer Success Manager (CSM) support and Virtual Assistants (VAs).
VA Training Process:
Detailed explanation of how our VAs are trained, covering tools, scripts, and other resources utilized.
Detailed Plans & Pricing:
In-depth discussion on our various plans and transparent pricing structures to help you make an informed decision.
Assessing Your Readiness for a VA:
Guiding questions to evaluate whether incorporating a VA into your operations aligns with your current needs and objectives.
Q&A Session:
Open floor for any questions or concerns you may have regarding our service or any related topics.
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Common Questions
What types of tasks can an appointment setter handle?
Vortex appointment setters specialize in scheduling client meetings, managing follow-ups, and qualifying leads by using proven scripts. Additionally, we can help you train your VA for any customized tasks or unique responsibilities, including personalized client outreach tailored to your preferences.
How is a Vortex assistant different from hiring someone locally?
Our assistants offer a cost-effective solution, saving you up to 70% compared to in-person hires. They come pre-trained in the insurance industry, work remotely (eliminating overhead costs), and are supported by a dedicated Success Manager to ensure top performance.
Can Vortex Virtual dialers work with my existing CRM system?
Absolutely! Our dialers are experienced with popular insurance CRMs like Salesforce, AgencyBloc, and HubSpot. They seamlessly integrate client interactions and updates into your CRM, keeping your pipeline organized and efficient.
Can I hire a dialer/appointment setter part-time?
Yes! We offer flexible plans, including part-time options like the "Dialer Pool," where assistants share tasks efficiently to keep costs low. This is a great option for smaller agencies looking to boost productivity affordably.
What kind of results can I expect from hiring a Vortex dialer?
On average, our dialers book 40–50 qualified appointments per 250 leads per week. Many agents see a significant increase in policy reviews and new client meetings, often doubling their sales potential within the first month.
How is scheduling handled if I need adjustments or last-minute changes?
Your VA will actively manage your calendar and adapt to any scheduling changes promptly. They’ll handle rescheduling and client communication, ensuring nothing slips through the cracks.
Do Vortex assistants work in different time zones?
Yes! Our assistants align with your schedule and time zone, ensuring seamless communication with you, your team, and your clients.
Do I have to manage my VAs hours?
Your own Vortex Success Manager will manage the working hours of your VA. The manager will also do regular reports for you.
What happens if my assistant is sick?
We’ve got you covered! Our backup system ensures your workflow continues uninterrupted, so you’ll never miss an important task or appointment.
What happens if I want to change my assistant or adjust the workflow?
No problem! Your dedicated Success Manager will help you switch assistants or refine workflows to better fit your evolving needs and goals.
What makes Vortex Virtual services stand out compared to AI tools?
AI tools are great for automation, but they lack the empathy, accountability, and adaptability of real people. Our assistants provide a human touch, building trust with clients and ensuring every detail is handled with care. Combining our services with AI tools can give you the best of both worlds—efficiency and connection.
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