We serve ONLY Multi-Line insurance agents and Financial Representatives

About Appointment Pro

With strong experience in the multi-line agency and financial advice sectors,

we have valuable insights and expertise that help us build strong partnerships with Agents and Financial Representatives.

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years of combined experience in life insurance/financial sales and coaching

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scheduled life insurance appointments using our calling techniques and processes

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agency staff hours saved by using our life appointment setting services and coaching

Our Mission

At LifePoint, we want more American households and businesses covered with crucial life insurance protection.
We serve insurance agents who offer this coverage, knowing they are the “unsung heroes” of this issue, and
have a unique opportunity to have more of these conversations than any other financial professional.

The core values behind our work

Execution

Strategy alone does not equal results.

Accountability

The whole team focuses on business goals.

Growth

Align personal goals and professional development.

Team Work

Do things together for the best results.

Respect

Show appreciation and treat others with dignity. 

Collaboration

Working together to improve tasks or projects.

Honesty

Demonstrated by what we say and by what we do.

Commitment

Give your time and energy to something you believe in.

NEED MORE INFORMATION?

Schedule a call, we'd love to chat!

We’re ready to speak with you, answer any questions, and tailor the right package for you and your agency.