Pay-per-appointment for Health insurance in Canada and the US
Pay-per-appointment for Health insurance
Receive health-insurance inquiries for the products and jurisdictions your team serves. We distinguish the coverage interest and initial eligibility before routing the conversation to your licensed team.
Pay-per-appointment for health insurance means you pay per attended appointment with a buyer who meets the criteria we agree in writing. Pricing runs USD $100 to $500 per attended appointment, quoted for your market. It is billable when attended (held). Wrong-fit, invalid, duplicate and cancelled bookings are replaced. No-shows are not billed.
Eligible issues are replaced under written criteria
Time to first booked appointment
Timing is quoted after the audience, geography, qualification and calendar requirements are approved
No setup fee
Built for
✓ Licensed health insurance agencies and benefits brokerages with defined carrier access, product scope and approved enrollment processes.
✓ A request to review an identified type of coverage, discuss a change in circumstances or explore an employer plan. US Marketplace, Medicare-related products and Canadian supplemental benefits need separate handling.
✓ Teams with calendar availability and someone ready to conduct the booked meetings.
Not for
× Requests for a service or territory outside the campaign scope.
× Buying contact records without an agreed qualification process.
× Campaigns without a receiving team or defined follow-up process.
Pricing
Pricing and what is included.
Indicative planning range. Your quote reflects the audience, territory, qualification and delivery requirements agreed for your campaign.
Fee
USD $100 to $500 indicative per attended appointment; audience, geography and qualification determine the quote; every fee is listed in your written quote before you sign.
Setup fee
None.
Billing event
An appointment is billable when attended (held) under the agreed qualification criteria.
Volume
Sized to your market on the call. You set the monthly cap and the calendar availability.
Replacements
Wrong fit, invalid details, duplicates and cancellations are replaced under the campaign agreement. No-shows are not billed. Review and rescheduling rules are agreed before launch.
Term and notice
Defined in the signed agreement.
Delivery
Booked through the agreed calendar workflow with the source and available qualification evidence attached.
Time to first booked appointment
Timing is quoted after the audience, geography, qualification and calendar requirements are approved.
The country, state or province and product category match the receiving team’s scope.
Gate 2: Individual or employer
Individual, household and employer inquiries are distinguished before assignment.
Gate 3: Coverage need and timing
The requester identifies a broad coverage need and desired discussion timing without entering medical history.
Gate 4: Contact permission
The inquiry identifies who may contact the requester; any enrollment authorization is handled separately by the licensed team.
Gate 5: Booked meeting
The appointment is booked into the agreed calendar with the participant, time and meeting purpose recorded.
What never counts
Requests outside the agreed service, customer profile or territory.
Invalid contact details and duplicates under the campaign agreement.
Existing clients, active opportunities and suppressed contacts excluded by your campaign rules.
Requests without the required permission for delivery and follow-up.
What you receive
What a delivered booked appointment looks like.
Agree the handoff with your team before launch. These industry-specific details help your team prepare the next conversation.
Industry
Health insurance
Requested conversation
A request to review an identified type of coverage, discuss a change in circumstances or explore an employer plan. US Marketplace, Medicare-related products and Canadian supplemental benefits need separate handling.
Handoff detail 1
The original inquiry, disclosure version and named agency or broker.
Handoff detail 2
Coverage category, service geography and the requested contact window.
Handoff detail 3
For employer inquiries, business size range and benefits-review timing rather than employee health information.
Handoff detail 4
Assigned agent, contact status and distinct appointment, application and enrollment stages.
Meeting
Agreed calendar, participant, meeting time and purpose.
How it works. Timing is quoted after the audience, geography, qualification and calendar requirements are approved.
1
You tell us who you want
Service area, customer type, the work you want and any exclusions. We agree the criteria in writing so every booked appointment can be checked against the same standard.
2
We do the work
Vivin runs the approved acquisition and qualification process, then books an eligible contact onto the agreed calendar.
3
You get it with proof
Booked through the agreed calendar workflow with the source and available qualification evidence attached.
Health insurance inquiries matched to the coverage you handle.
Individual health coverage, employer benefits and supplemental insurance have different buying journeys. Scope one clearly identified product and market so your licensed team can respond to people who asked for the service you provide.
Prepare the next conversation.
Book the appropriate licensed representative for the specific coverage type. An inquiry or marketing consent is not permission to enroll someone or switch coverage. Keep the enrollment process and its evidence under the receiving team’s control.
Campaign management and follow-up.
Vivin selects and manages the acquisition channels for your market. We agree the audience, qualification and delivery scope with you, then review the inquiries and conversations your team receives.
The receiving business, services and marketing arrangement are reviewed for the states and provinces your campaign covers. Pay-per-close eligibility is not presumed for this sector.
Choose your handoff
Pay-per-appointment vs pay-per-lead.
Factor
Vivin pay-per-appointment
Pay-per-lead
Billing unit
attended appointment
accepted lead
Delivery
Booked through the agreed calendar workflow with the source and available qualification evidence attached.
Delivered through the agreed handoff with the source and available qualification evidence attached.
Quality review
Wrong fit, invalid details, duplicates and cancellations are replaced under the campaign agreement. No-shows are not billed. Review and rescheduling rules are agreed before launch.
A lead that fails the agreed qualification or exclusion rules is replaced. The review window and evidence requirements are set in the campaign agreement.
Best fit
You want the initial conversation arranged for your team.
Can one campaign cover every health insurance product?
That would obscure important differences. Begin with one coverage category and a defined licensed market, then add separate journeys for additional products.
Can a lead be treated as enrollment consent?
No. The proposed marketing inquiry is a request for contact. The licensed team must follow the applicable process for application assistance, enrollment and coverage changes.
Do you support employer benefits inquiries?
That can be scoped as a separate business campaign focused on the benefits decision-maker, workforce profile and renewal timing. It should not collect employee medical information.
Is Medicare included automatically?
No. Medicare-related activity requires a distinct review of the parties, products, marketing, contact permissions and operational requirements before it is considered.
What would a health insurance appointment include?
The coverage category, the person’s stated question, an agreed consultation time and the receiving agent. It is not a medical consultation, approved application or enrolled member.
How do US and Canadian campaigns differ?
The product, licensed provider, eligibility journey and approved language must be country-specific. A US Marketplace pitch is not a Canadian supplemental-health campaign.
More questions about booked meetings for health insurance agents
How do I sell group health insurance to small businesses?
Start with employers whose benefits decision is approaching, such as a renewal, a growing workforce or a gap in the current offering, then speak with the owner or HR decision-maker. Employer benefits can be scoped as a separate business campaign with workforce size, product category, licensed geography and review timing agreed in writing. Vivin Sales separates employer discussions from individual coverage inquiries so an agent arrives with the right agenda. Offer a benefits review that explains what information the employer needs to prepare; do not promise savings or eligibility before the licensed team assesses the case. Record who owns the decision and when a review can happen. Employee medical information does not belong in this prospecting handoff.
Should health insurance agents buy Medicare leads or preset appointments?
Choose preset appointments when you need a confirmed discussion time with a suitable requester; choose inquiries when your team can qualify interest and arrange its own calls. For Medicare, the first selection test is documented contact permission and a process your licensed and compliance teams have reviewed for that specific product. Compare the original request, the named recipient, the discussion scope, attendance evidence and replacement terms before buying any format. A scheduled conversation does not establish enrollment permission. The comparison below describes purchasing criteria, rather than formats included in our service. Medicare-related activity needs a separate review and written confirmation of the permitted scope before any campaign is considered.
Compare the handoff and billing event
Option
What you get
How you pay
Published price
Who it fits
Source and date
Inquiry
A recorded request for contact
Supplier-defined accepted inquiry
Not published
An agent with capacity to qualify and schedule
Not published; confirm in the provider’s written terms
Live transfer
A connection offered to an available agent
Supplier-defined eligible connection
Not published
A staffed receiving process with reviewed permissions
Not published; confirm in the provider’s written terms
Preset appointment
A discussion scheduled for an agreed time
Supplier-defined booking or attendance event
Not published
An agent with calendar capacity and reviewed permissions
Not published; confirm in the provider’s written terms
How does health insurance appointment setting work for agents?
Health insurance appointment setting starts with one coverage category, the receiving licensed agent and a documented request for the relevant discussion. Our general appointment price is USD $100 to $500 per attended appointment, subject to a written product and market scope; no-shows are not billed. Every fee is listed in your written quote before you sign. Confirm the country, state or province, broad coverage need, contact permission and consultation timing before scheduling. Keep employer benefits separate from individual products, and record the source request and the named receiving agency. This suits an agent with an approved consultation process and capacity to respond. It does not substitute for enrollment authorization or product-specific review, and Medicare is not included automatically. Wrong-fit meetings are replaced under the agreed qualification terms.
