Put Our Experience To Work For You
Over 64,000 appointments scheduled and counting
Generating Leads for Commercial Insurance Agents Since 2010

Mobile Access

Access lead information and communicate with our team on the go.

Appointment Management System

Online access to all activity. Appointment details are emailed and also accessible in your account.

insurance leads

Introduction Emails

Introduction Email and Appointment Reminder sent to your prospective clients.

Appointments On Your Schedule

Our shared calendar will allow you to dictate the days you are available to run your appointments.

Appointments when, where and with whom you want

You Choose

We will provide you with a choice of business classes based on SIC codes. You will determine your territory by choosing either counties or a specific mile radius of your address. You will set your availability for appointments.

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insurance leads

Appointment Details

What to expect

We provide agents with high quality face to face appointments with local business owners and executives who have an interest in reviewing their business insurance needs. We schedule your appointments within the business classes you select in the area of your choosing. All prospects are instructed to have their current insurance documentation available for your review upon arrival.

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insurance leads

Information provided

- Insurance renewal dates
- Carrier info: Liab, WC and Bus Auto
- Number of loc, emp and autos
- Business and decision maker contact info
- Appointment notes

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Our workflow

Initial appointment setting call

We introduce ourselves as calling on behalf of you and your agency, ask if we can provide them with a competitive quote, gather the necessary information and set a date and time for you to meet at their location.

Verify Appointment details

Once the appointment is set within our system, one of our team supervisors will call back to verify the decision maker, address and date and time of appointment

Release appointment details

Once the appointment is verified we will release it to your account. This will also trigger an automated email that will send you the details of the appointment as well as send the prospect your introduction email.

Confirmation Call

One business day prior to your appointment we will make a confirmation call on your behalf reminding the prospect to have their current insurance documentation ready for your arrival.

"I've been using Lead Orchard since April of 2011 and have increased my commercial sales over 50% this year. They provide qualified appointments and confirmation calls. The confirmation calls are an added plus for our agency. If any lead has to be returned there are no problems with the replacement."
Ed Troy
Ed Troy Insurance Agency
"Lead Orchard is by far and away the best commercial insurance leads vendor I have ever used. The main reason is that they set appointments with quality risks and the appointments stick. Also, if there is a problem with an appointment not working out, Lead Orchard is very fair in replacing the lead. Other vendors cannot compare with the consistency that Lead Orchard offers."
Joseph M Definis
Definis Agency
"I have been an insurance professional for 13 years. Lead Orchard has increased my income by 50%. I would recommend them to anyone who is serious about commercial sales production."
William Korner
Marino Insurance Services
"Lead Orchard has provided us with quality leads that have lead to very profitable risks that we have written! In fact, they've helped contribute to a 24.2% increase in DWP. Best of all they do all the work. We show up and sell! It has certainly been a smart business move for us."
Edwin Sweeney
Ralph E Sweeney III Inc. (Nationwide Insurance)
"I just wanted to let you know that your service has exceeded my expectations. It was a little strange not having to follow up with my leads myself at first, but now that everything runs on auto-pilot I have so much more time to run appointments. All in all, your system is doing exactly what you said it would."
Anthony Anzideo
Lennon Financial Group
"Your level of customer service is excellent! Not only do you tailor the class codes I want, but occasionally, when a prospect does cancel an appointment you stand by your guarantee and replaced them right away. This is why I will continue to use Lead Orchard."
Jillian O'Brien
Jillian O'Brien Insurance

Plans

Our Guarantee: If the business is not in the class you select, in the territory you choose, or If the prospect cancels the appointment - We will replace it.

  • Standard
  • Guaranteed Face to Face Appointments with businesses that have
    up to 10 employees
  • No setup fee
  • No long term contract
  • Mobile Access
  • Appointments on your schedule
  • Guaranteed Appointments
  • Exclusive Appointments
  • Confirmation Calls
  • Request Quote
  • Plus
  • Guaranteed Face to Face Appointments with businesses that have
    10 or more employees
  • No setup fee
  • No long term contract
  • Mobile Access
  • Appointments on your schedule
  • Guaranteed Appointments
  • Exclusive Appointments
  • Confirmation Calls
  • Request Quote

Contact Us

1-888-904-8228

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