The AI operating system for Life & Health insurance agents
Your AI assistant turns contacts into booked appointments.
Samantha — your AI setter — answers new leads in seconds, follows up for weeks, qualifies, recovers no-shows, and fills your calendar. Drafted for your approval by default, or sent automatically within the guardrails you set.
- Review-first or automated — you choose
- Built for Medicare, ACA, Life & Final Expense
- Consent, quiet hours & STOP built in
Mark Reyes
Medicare review · consent on file
Wednesday · 2:30 PM
15-min Medicare review — Mark Reyes
15-min Medicare review
Wednesday · 2:30 PM
Mark Reyes
Why Setr exists
Most agents don't have a lead problem. They have a follow-up problem.
Leads cool in minutes. Quotes die quietly. No-shows never come back. Every one of them is commission you already paid for.
Without a system
Linda Tran
ACA renewal
James Carter
Final Expense
Robert Hayes
Medicare T65
Samantha's work queue
Monitoring 24/7Linda Tran
ACA renewal
James Carter
Final Expense
Robert Hayes
Medicare T65
We built Setr because we were tired of watching agents lose sales that should have been closed.
Built for insurance
Not generic businesses. Not generic CRMs. Insurance.
The workflows, conversations, and follow-up processes are the ones Life & Health producers run every day. No generic templates. No software designed for other industries.
Meet Samantha
The first employee inside your AI insurance workforce.
Samantha responds to leads in seconds, qualifies prospects, books appointments, recovers no-shows, and follows up on quotes. She drafts the daily setter work — for your approval by default, or sent automatically within the guardrails you set.
One conversation, end to end
- 1
New contact
A lead hits your book. Samantha picks it up in seconds.
- 2
Drafted
The first text is written in your office’s voice.
- 3
Approved by you
You review and approve the send. You stay in control.
- 4
Sent
Delivered with consent checked and quiet hours respected.
- 5
Qualified
Samantha asks the right questions and reads the answers.
- 6
Booked
The appointment lands on your calendar, confirmed.
Anything an agent should answer — pricing, coverage, eligibility — gets flagged and handed to you instantly.
Samantha · approval queue
Quote follow-up · James CarterSamantha drafted a reply
Hi James — Samantha from your insurance office. Your Final Expense quote is ready for a quick look. Would tomorrow at 10:30 or Wednesday afternoon suit you better?
Trained for Life & Health follow-up
Samantha is built for the daily setter work — first touch, qualification, proposing appointments, no-show recovery, and quote follow-up — drafted for your approval.
Guardrails by design
Samantha does not quote coverage, guess eligibility, promise approval, or make compliance-sensitive claims. She moves the conversation to the right next step.
Handoff when it matters
When the contact asks something the agent should answer, Samantha flags the conversation and hands it off to you.
One assistant. Many jobs.
One operating system. One assistant running your whole book.
Setr goes far beyond a chatbot. Samantha runs every one of these work modes around the clock, reporting back to one command center.
Speed-to-contact
New leads engaged in seconds, before they go shopping.
Appointment setting
Qualifies and proposes times until it’s on the calendar.
No-show recovery
Chases the missed appointment so you don’t have to.
Quote follow-up
Stays on a delivered quote until there’s an answer.
Reactivation
Wakes up the aged leads you’d written off.
Long-term nurture
Keeps future buyers warm for months, not days.
Contact 360 intelligence
Summaries, context, and next steps on every contact.
Compliance guardrails
Consent, quiet hours, STOP, and approvals on every send.
Your team works business hours.
Samantha works around the clock — built to respect quiet hours.
Contact 360
Every text, call, appointment, and opportunity — one pane of glass.
Open a contact and see the live conversation, call history, appointment context, AI notes, and open opportunities together. No more bouncing between a phone, a spreadsheet, a calendar, and CRM notes.
Outbound call · 2 min 14 sec
Tuesday 3:01 PM · recording + transcript
Live SMS thread
See what Samantha sent, what the contact replied, and where the conversation stands.
Calls attached to the contact
Dialer activity, dispositions, and recordings stay tied to the person.
Appointments in view
The next policy review plus the history of booked, missed, and completed appointments.
Opportunity context
Track whether the contact is new, interested, quoted, booked, won, or lost.
AI summary
Know what matters before you call: product interest, objections, and the next step.
Full activity timeline
Every draft, approval, send, and reply — logged on the contact, in order.
The output
Your calendar fills while you sell.
All of that engagement lands in one place that matters: qualified appointments on your calendar, with the context attached. No-shows get chased. Aged leads come back.
This week
Mon
16
open
open
Tue
17
open
open
Wed
18
open
Thu
19
open
Fri
20
open
Recovered no-shows and reactivated leads don't just reply — they end up back on the calendar.
Founder validation
Built by insurance agents. Proven in production.
Before opening Setr to the public, the founder group deployed Samantha inside real insurance sales operations.
Every hot lead, worked
No lead sits untouched while Samantha is on the account.
Appointments booked, every week
The calendar fills from conversations Samantha starts and follows through.
Policies sold, start to finish
From first text to signed policy — run inside the same system the founders use daily.
Reflects the founder group's day-to-day use of Setr in their own agencies prior to public launch — not third-party audited data.
Setr wasn't built in a boardroom.
It was built inside real insurance agencies solving real insurance problems — and the founders still work their own book on it every day.
ROI calculator
What is one additional sale worth?
Enter your average annual premium and commission percentage to estimate the additional revenue generated from even a small increase in sales.
One additional sale is worth
$300
2 more sales a month
$600 / month
Estimated additional revenue
$7,200 / year
Estimate only. Based on the figures you enter; actual results vary by agency, product, and market.
Most agents only need a small increase in production for Setr to create a meaningful return on investment.
Imagine what happens when every lead receives immediate follow-up, every quote gets nurtured, and every opportunity stays organized.
Compliance & control
Powerful, because it's controlled.
An AI assistant only helps if you can trust every send. Setr supports compliant communication workflows while keeping the agent in command — built with insurance agencies in mind.
You approve before it sends
Every message can be reviewed and approved before it goes out. Samantha drafts; you decide.
Telecom, fully managed
Setr provisions your number, handles A2P 10DLC registration, and manages carrier compliance — you never touch telecom plumbing.
Consent tracking
Store consent status and source on the contact before outreach begins.
STOP means stop
STOP and unsubscribe signals suppress the contact across Samantha plays and workflows.
Quiet hours and DNC controls
Keep outreach inside safer operating windows and prevent suppressed contacts from being worked.
Everything on the record
Drafts, approvals, sends, and replies stay logged on the contact timeline — in order.
When a conversation needs a licensed agent — pricing, coverage, eligibility — Samantha is built to flag it and hand it to you. By design.
Stop letting opportunities
slip through the cracks.
Your next hire doesn't need to be another person. Samantha is one AI assistant doing many jobs.
See how Setr helps Life & Health insurance agents generate more appointments, improve follow-up, and increase production.
Setr · command center
Live- Samantha drafted a follow-up — awaiting your approvaljust now
- New lead · first draft ready in seconds2m ago
- Send scheduled for 9:05 AM — quiet hours respected5m ago
- Reactivation text drafted — 14-month-old lead9m ago
Built for Life & Health producers · Review or auto-send — you choose