Own Insurance Trigger Appointment Setter.

What you'd own.

Every artifact below transfers to your accounts on day one. The whole engine.

• ●Proven email and LinkedIn playbooks targeting independent insurance agents.
• ●Customer list from pilot with documented churn and LTV data.
• ●Case studies showing appointment conversion from trigger-based prospecting.
• ●Life-event public records sourcing methodology and provider relationships.
• ●Founder's warm network and credibility with insurance agent prospects.
• ●Tested financial model: 90-120 monthly ARR per customer baseline.
• ●Landing page and positioning assets for the vertical.

What Roll Digital builds for you.

Custom scope to take Insurance Trigger Appointment Setter from MVP shell to operating business.

• ▸Production backend API with calendar sync and booking confirmation workflows.
• ▸Agent dashboard showing daily lead pipeline and appointment metrics.
• ▸Life-event trigger data ingestion pipeline with daily prospect refresh.
• ▸Stripe billing integration across three subscription pricing tiers.
• ▸TCPA-compliant consent documentation and automated audit trail system.
• ▸Email and SMS delivery infrastructure with bounce and opt-out handling.
• ▸Customer onboarding automation and 30-day success support program.
• ▸Multi-tenant authentication with email and Google sign-in.

Why this could work.

Outbound email and LinkedIn to 30,000 addressable agents converts reliably: 25 demos monthly, 4 closes each month at 90-120 ARR. The CAC is documented and repeatable. Insurance agents have genuine demand for appointment-booking tools and case studies prove the trigger-based booking value works in practice. The primary execution risk is TCPA compliance and the 30-90 day staleness of public records data.

What you'd risk.

Trigger data arrives 30-90 days stale. By then, the same prospect has been contacted by five other agents, destroying the catch-them-first value proposition. TCPA and FCC regulations create legal liability for both customer and platform if auto-dialing or texting happens without documented prior consent. Insurance agents churn within 60 days if they don't see closed deals, and attribution for booked-but-not-closed appointments remains unclear.

Who this fits.

An agency owner with an existing network of independent agents, or a SaaS founder experienced in B2B vertical software who understands insurance buyer behavior. You need credibility in the insurance space or a warm introduction network. This is not greenfield market entry. It requires active GTM execution and operational discipline around TCPA compliance and agent retention.

Timeline.

From contract signing to operating business.

1. Day 1
   Onboard to customer list, case studies, email and LinkedIn templates.
2. Week 1
   Deploy FastAPI backend, Postgres database, and core API schema.
3. Week 3
   Agent dashboard live with prospect pipeline and booking metrics.
4. Week 6
   Stripe billing live for three-tier subscriptions and customer portal.
5. Day 90
   TCPA compliance framework, onboarding automation, and success support operational.

Pricing.

Three ways in, depending on how much you want to build yourself.