Your calendar, filled with preset appointments.
A preset appointment starts with the client reaching out to us — asking for a local agent to sit with them in person and explain their Medicare or final expense options. We book the sit for the day and time the client requests, confirm it, and send you the details so you can show up ready.
- Booked for the time the client asks for
- Client reaches out to us first
- Confirmed & reminded
Every appointment arrives with the details you need to make the sit count — where to go, when the client asked for, and what they want to review.
Selling insurance is your job. Chasing leads isn't.
Most agents lose hours every week dialing cold lists and dead-end data. With Ease Leads, the client reaches out to us first — we qualify the request and book the sit around their schedule — you show up in person at the time they asked for.
Qualified before booking
Every appointment starts with a client reaching out to us. We speak with them first — what they want explained, eligibility basics, and when they want to meet — before anything lands on your calendar.
Booked on the client's schedule
We book the sit to the client's request — the day and time they ask for — in the territory you cover. You get the confirmed time and address, and you show up then as their local agent.
Confirmed & reminded
Clients get a confirmation and a reminder before the appointment, so the person you're sitting with is expecting you at the time they requested — not wondering who you are.
How it works
Three steps between you and a calendar of in-person sits clients have asked for.
Tell us your territory
Pick your states or counties and the products you sell. That's your coverage area — when a client in that area reaches out, we match them with you as their local agent.
Client reaches out, we qualify & book
A senior contacts us asking to have a local agent sit with them and explain their options. We confirm what they need, and book the sit for the specific day and time the client requests.
You show up for the sit
Each appointment lands on your calendar with the client's details, address, and notes from their request. You show up at the time they asked for and sit with them to explain their options — spending your time helping, not dialing.
Appointment types
Focused on the senior market — the conversations licensed agents actually want.
Medicare appointments
Seniors who reach out asking for a local agent to sit with them and review their Medicare coverage in person.
- Turning 65 and choosing coverage for the first time
- Annual Enrollment Period plan reviews
- Plan changes, network changes, and cost concerns
Final expense appointments
Seniors who reach out asking for a local agent to sit with them and talk through final expense and burial coverage options in person.
- New coverage for funeral and burial costs
- Replacing or adding to an existing policy
- In-person sits with a local licensed agent at the time the client requests
Built for agents and agencies
Whether you're a solo agent filling your own week or an agency keeping a team's calendars full, Ease Leads scales with the number of appointments you want.
- Choose your own territory and volume
- Appointments delivered straight to your calendar
- Notes from the client's request on every booking
- Start small, scale up when you're ready
Common questions
What exactly is a preset appointment?
It's a client who reaches out to us asking to have a local agent sit with them and explain their options — not a name on a list. We speak with the client, confirm what they want to review, and book the in-person sit for the specific date and time the client requests. You get their details and notes before you go.
Which products do you set appointments for?
Medicare — including Turning 65 and Annual Enrollment Period reviews — and final expense. Tell us what you're licensed and appointed to sell, and we'll match appointments to it.
Can I choose where my appointments come from?
Yes. You pick the states or counties you want to work and the products you want to discuss. The client picks the day and time — we book the sit around the client's schedule, within the territory you cover.
How do I receive my appointments?
Appointments are placed on your calendar with the client's contact details, address, the day and time they requested, and notes from their request — so you're prepared before you arrive for the sit.
I'm with an agency. Can my whole team use Ease Leads?
Yes — agencies can run appointments for multiple agents, each with their own territory and products. Appointment times are set by the client — we book each sit for the day and time that client requests. Tell us your team size in the form below and we'll set it up with you.
Get started
Tell us where you sell and what you'd like on your calendar. When clients in your area reach out, we'll book their sits for the times they request and send you the details.
- No obligation — start with a conversation about your territory
- Works for solo agents and multi-agent teams
- Medicare and final expense appointments available
Your request is ready
Here's your get-started request, put together from the form. Copy it and send it to the Ease Leads team, and we'll take it from there.