For Life & Health insurance agents
The AI Operating System for
Life & Health Insurance Agents
Turn more leads into appointments, more appointments into sales, and spend less time buried in follow-up.
Setr combines AI employees, automation, CRM, lead management, and agent tools into one platform built specifically for insurance agents.
While you focus on selling, your AI workforce keeps working.
Built for Life, Health, Medicare, ACA, and Final Expense producers.
Mark Reyes
+1 (555) 421-9981
Wed · 2:30 PM
15-min policy review — Mark Reyes
Meet Samantha
The first employee inside your AI insurance workforce.
Samantha responds to leads in seconds, qualifies prospects, books appointments, recovers no-shows, follows up on quotes, and helps ensure opportunities never slip through the cracks. She drafts the daily setter work — first text, qualify, nudge, propose the booking, and hand off — and you approve before anything sends.
Samantha · Three plays out of the box
Contact setter
Drafts the first text to new Life and Health contacts and works toward a policy review.
No-show recovery
Drafts a follow-up when someone misses a scheduled appointment to get them back on the calendar.
Quote follow-up
Checks back after a quote, drafts answers to basic next-step questions, and flags buying signals.
Conversation · Samantha
Life — Final Expense
Health — Medicare
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.
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.
1,859
Hot Leads
202
Appointments Booked
56
Policies Sold
Results represent founder-group production prior to public launch. Data may vary slightly due to CRM tracking limitations.
Setr wasn't built in a boardroom.
It was built inside real insurance agencies solving real insurance problems.
Why Setr exists
Most agents don't have a lead problem.
They have a follow-up problem.
Leads come in.
Calls get missed.
Quotes don’t get followed up.
Appointments no-show.
Old leads never get reactivated.
Opportunities disappear.
We built Setr because we were tired of watching agents lose sales that should have been closed.
The result is a platform designed specifically for Life & Health insurance agents.
Your AI insurance workforce
Setr goes far beyond a chatbot.
It provides a complete AI workforce designed to support your agency.
Samantha — Lead Engagement
Responds to inbound leads in seconds, qualifies prospects, answers common questions, and books appointments — drafted for your approval.
Appointment Recovery
Follows up with missed appointments and works to reschedule prospects back onto the calendar.
Follow-Up
Continues nurturing prospects after quotes are delivered, so opportunities stay warm.
Lead Reactivation
Re-engages old leads that agents would otherwise never contact again.
Contact 360
Keeps every conversation, note, task, and customer interaction organized in one place.
Automation Engine
Automates repetitive administrative tasks so agents can focus on revenue-producing activities.
Your team works during business hours.
Your AI workforce works around the clock.
Contact 360
Every text, call, appointment, and opportunity in one place.
Open a contact and see the live SMS conversation, call history, recordings, appointment context, AI notes, and open opportunities together. No more bouncing between a phone, spreadsheet, calendar, and CRM notes.
Maria Lopez
+1 (555) 421-9981 · Medicare review
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
Power dialer activity, dispositions, recordings, and voicemail drops stay tied to the person.
Appointments in view
See the next policy review and the history of booked, missed, and completed appointments.
Opportunity context
Track whether the contact is still new, interested, quoted, booked, won, or lost.
AI summary
Know what matters before you call: product interest, objections, appointment status, and next step.
Built for insurance
Built specifically for insurance agents.
Whether you sell health, life, or supplemental coverage, Setr supports the workflows, conversations, and follow-up processes insurance agents use every day.
Private Health Insurance
ACA Plans
Life Insurance
Final Expense
Mortgage Protection
Supplemental Products
Built for insurance.
The cost of slow follow-up
Speed matters. The first agent to respond often wins the sale.
While agents are quoting, selling, and servicing clients, leads continue coming in.
Setr ensures every lead receives immediate attention, even when you're busy.
The result
- Faster response times
- More appointments
- More conversations
- More opportunities
- More sales
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
You stay in control.
Every message can be reviewed and approved before it is sent. Setr supports compliant communication workflows while helping agencies maintain consistency across their operations — built with insurance agencies in mind.
BYO Twilio
Connect your own Twilio account so your phone numbers, A2P 10DLC registration, and telecom billing stay with you.
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.
Stop letting opportunities
slip through the cracks.
Your next hire doesn't need to be another employee. It may be an AI workforce.
See how Setr helps Life & Health insurance agents generate more appointments, improve follow-up, and increase production.
Built for Life & Health producers · You approve before anything sends