---
title: Pre-set Insurance Appointments for Medicare and Final Expense | Lead Heroes
url: https://leadheroes-demo.pages.dev/pre-set-appointments/
updated: 2026-10-09
---

Pre-set appointments

# Show up. Sell.

Agents who spend the week in appointments do better than agents who split it between calling and selling. Hand the calling to our setters.
[Talk lead strategy](https://leadheroes-demo.pages.dev/contact-us/)[How it works](#how)
PHONE OR FACE TO FACE
MEDICARE AND FINAL EXPENSE

Your territory
Appointments

A calendar, *already full.*
Territory
**2 to 3 nearby counties**
Final expense
**Rural and suburban**
Med Supp
**Low MA penetration**
Format
**Phone or face to face**

**AEP 2027**Book early for October.

Written by the Lead Heroes Data Desk, reviewed by Glen Shelton.
Last updated October 9, 2026

Quick background
PROGRAM**Pre-set**

**A pre-set appointment is a scheduled conversation with a prospect who agreed to meet with you, booked by our appointment setters.** You claim an area, we fill the calendar, you show up and do what you are paid to do.

## Who it fits.

Agents who hate following up with leads
Agents who want AEP calendars booked ahead
Field agents who prefer face-to-face meetings

From the field, for the field

## How every lead is made.

Same process behind every program. Telemarketing keeps costs down; the filters keep it relevant.

01 / TRAINED CALLERS

### People, then pipelines.

Callers at our American-managed call center in the Philippines are vetted for English fluency and sales experience, then trained on Medicare and life insurance basics.

02 / SCRUBBED DATA

### Clean before we dial.

Sales data is scrubbed against Do Not Call lists and for TCPA requirements before it is loaded into the dialer.

03 / YOUR FILTERS

### Your market only.

Data is filtered to the states, counties, cities or ZIP codes on your order, plus demographic filters for the program.

The details

## What to confirm before you order.

Availability, quantities and terms vary by market. The team confirms them with you first.

| Detail | How it works |
|---|
| Territory | Claim at least 2 to 3 nearby counties so callers have enough data |
| Where to target | Final expense: rural and suburban. Medicare Supplement: areas with low Medicare Advantage penetration |
| Setters | Vetted for calling and sales experience, English fluency, trained on Medicare and life basics |
| Format | Phone or face-to-face appointments, per program |

Program details reflect how Lead Heroes describes the program today. Confirm pricing, minimums, availability and terms with the team before ordering. Leads create opportunities to talk; they do not guarantee sales.

Other programs

## Mix and match your pipeline.

Most agents combine two or three.

MEDICARE

### Turning 65

Connect with people approaching Medicare eligibility, before they have picked a plan or an agent.
Outreach leads
[Explore program](https://leadheroes-demo.pages.dev/turning-65-leads/)

MEDICARE

### Medicare Supplement

Reach people interested in reviewing their Medicare Supplement coverage and premium.
Outreach leads
[Explore program](https://leadheroes-demo.pages.dev/medicare-supplement-leads/)

LIFE INSURANCE

### Final Expense

Help people compare final expense coverage so their families are not left with the bill.
Outreach leads
[Explore program](https://leadheroes-demo.pages.dev/final-expense-life-leads/)

DIRECT CONNECTION

### Live Transfers

Talk to an interested prospect the moment our caller transfers them to you.
Live connection
[Explore program](https://leadheroes-demo.pages.dev/live-transfer-leads/)

TAILORED OUTREACH

### Custom Calling

Your own trained caller, dialing your market for your business, by the hour.
Custom campaign
[Explore program](https://leadheroes-demo.pages.dev/custom-calling-campaign/)

Good questions

## Questions, answered.

**How many counties do I need?**

At least two to three nearby counties, so the callers have enough data to fill your calendar.

**Are appointments by phone or in person?**

Both formats are offered. Confirm availability for your market.

**Who sets the appointments?**

Appointment setters vetted for experience and English fluency and trained in Medicare and life insurance basics.

## Let’s build your next lead strategy.

Find the right starting point for your business.

[Talk with our team](https://leadheroes-demo.pages.dev/contact-us/)
