For Medicare Agents & Agency Owners

STOP BOOKING APPOINTMENTS.

START WRITING BUSINESS.

"I scaled my agency DLP Insurance Solutions to $300k/mo by getting my LOAs off the phones so they're just closing. Assistantly helps you hire & train your own full-time setter working your leads, in your CRM for just $11/hour — about $1700/mo. Watch below for more"

- Brandon De La Pena

How We Recruit, Train & Certify Your Setter

Every VA goes through a 9-step vetting, training, and certification system before they ever touch your calendar.

1
RECRUITMENT Philippines

We recruit top talent from the Philippines with the right skills, experience, and mindset for your business.

2
ROUND 1 Screening Interview

Initial screening to assess communication, experience, work ethic, and availability.

3
ROUND 2 Skills Assessment

We test their skills through practical assessments relevant to the role.

4
ROUND 3 Leadership Interview

In-depth interview to evaluate professionalism, attitude, and ability to follow processes.

5
ROUND 4 Final Interview

Final eval to ensure they meet our high standards before being shortlisted.

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Top 3 Candidates Shortlisted
Only the top 3 move forward to you.
6
YOU INTERVIEW One-on-One

You interview each candidate one by one and choose who fits your team best.

7
TRAINING BEGINS In Our Skool

Once hired, your VA goes through our comprehensive training program designed for success.

8
WHAT'S INSIDE THE TRAINING?
Appointment Setter Scripts
Call Recordings
Video Tutorials
Everything Medicare 101
9
TEST & CERTIFY Pass Before You Start

They must pass our final test to ensure they're ready before joining your team.

This Isn't For Everyone.

I'd rather tell you straight than waste your time on a call. This isn't the right fit if:

You Want Part-Time

Every setter we place is full-time — 40 hours a week, dedicated to your agency. If you're looking for part-time or pay-per-appointment help, this isn't it.

You Expect Leads Included

We place and train the setter — we don't provide leads. Your setter works the T65 and VA lead source you already run, inside your CRM. No lead source, no fit.

You're Shopping On Price Alone

At $11/hour — about $1,800 a month full-time — this is already a fraction of a US hire. If you're hunting for the rock-bottom cheapest option, we're not it.

You Won't Let Go Of The Phones

This only works if you're actually ready to hand off appointment setting. If you can't step back and let a trained setter do it, no hire will move your numbers.

The Problem Isn't Your Closing Rate.

It's Who's Setting Your Appointments.

Most Medicare agents are decent at closing. Decent at their product. But they cannot figure out how to get enough qualified people in front of them consistently — so they grind, prospect themselves, and wonder why the revenue isn't moving.

You're Doing Everything Yourself

Prospecting. Setting appointments. Running appointments. Doing paperwork. Then starting all over again the next day. That's not a business — that's a job you can't quit.

💸

Every Hour Prospecting Is An Hour Not Closing

You are the most expensive person in your agency doing the lowest-value work. Every hour you spend chasing leads is an hour you're not sitting in front of a qualified prospect closing a deal.

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Inconsistent Production Month To Month

One month you're crushing it. The next three you're scrambling. Without a system feeding your calendar every single day, you can't plan, you can't predict, and you can't scale.

🚧

Afraid To Hire — And Stuck Because Of It

A US-based rep costs $75k+, takes weeks to onboard, and still needs training. You don't want to lock into a long contract and get burned. So you stay stuck doing it all yourself.

We Didn't Build This For You.

We Built It For Ourselves First.

We run this every day. My agency, DLP Insurance Solutions, books 30–50 Medicare and T65 appointments daily and scaled to $320K a month on the backs of trained setters. We're not selling you a theory — we're training your setter on the same system that built ours.

Stop Setting Appointments.

Start Closing Them.

1

We Place Your VA — At No Cost

We match you with a pre-trained Medicare appointment-setting VA and get them placed inside your agency within 72 hours. No placement fee. No setup cost. We handle all training and onboarding.

No cost to place. 72-hour start.

2

Your VA Works Your Pipeline Daily

Your VA uses our exact playbook and scripts — the same ones running inside our own agency — to prospect T65 leads and book qualified appointments onto your calendar every single day.

Our proven scripts. Our trained system.

3

You Show Up. You Close. You Scale.

That's it. Your VA handles the pipeline. You handle the revenue. Most agencies see their booked appointments double within the first few weeks and double or triple production within 90 days.

That's the whole system.

A US Hire Costs $75k+/Year.

Our VA Starts At A Fraction Of That.

Not some random hire from Upwork. A VA who is coached, trained, and supported by us — on the exact system that took our agency to $200k a month.

Category
US-Based Hire
Assistantly VA
Annual Cost
$75,000–$85,000/yr
Hourly — No Salary
Time To Start
3–6 Weeks
72 Hours
Contract
12-Month Minimum
Month-to-Month
Placement Fee
$5,000–$15,000
No Cost To You
Training
You Train Them
Pre-Trained & Ready
Appts Set / Day
0 (They're Admin)
Qualified Appts Daily

"The math is simple. The decision should be too."

"I've Thought About Hiring Someone, But…"

"It's too expensive to hire a US-based rep."

Correct. That's exactly why this exists. You pay hourly — a fraction of a US salary. No benefits, no overhead, no long-term commitment.

"I don't have time to train someone."

You don't train them. We do. Every VA comes pre-trained on our playbook and scripts. You get a ready-to-work appointment setter, not a project.

"I don't want to lock into a contract and get burned."

Month-to-month. Cancel anytime. No penalty. No awkward conversation. We don't lock you in because we don't need to.

"I've heard VA horror stories."

We've heard them too. That's why we built the training, the playbook, and the support system ourselves — and we stand behind every placement we make.

Common Questions.

Limited Spots Available

Ready To Stop Setting

Your Own Appointments

And Start Scaling?

Click below. We'll reach out within 24 hours to walk you through the process, confirm the fit, and get your VA placed within 72 hours.

No obligation. No upfront cost. We'll reach out within 24 hours.