Hot leads
Upload / re-engage aged or CRM data so cold lists become conversations again.
dwhigham.com · SETR · Licensed health agent
Dan Whigham
Founder · Agent · Builder
Software founder · Licensed health insurance agent
AI appointment systems for insurance agents — and clear health coverage options for families during open enrollment. Three paths. One standard: real conversations that convert.
Agents: demo SETR or apply to join the team. Families: get a health quote. Pick your lane.
Conversation economics
How the pipeline can compound
Illustrative framing for how appointment systems + consistent follow-up can change unit economics. Replace with Dan’s live numbers when ready.
Illustrative placeholders — not audited production claimsBooked appts
Automated follow-up so agents show up to qualified conversations — not chase texts.
Lower COA
Illustrative: better cost-per-appointment when follow-up runs 24/7 vs. manual dialing alone.
Team scale
Systems that compound with more agents and more records — not just more hustle.
Honest note: Exact ratios depend on lead source, quality, and how the book of business is run. On a SETR demo we’ll walk real workflows — not vanity screenshots. Agent results and testimonials will be published here when Dan has clearance to share them.
SETR
SETR is for agents who…
If any of these hit, we should talk. Built for producers who want systems — not another shiny tool that sits unused.
Have leads sitting idle
Old CRM dumps, no-shows, stalled prospects — re-engage them automatically so nothing quietly dies in a spreadsheet.
Are done chasing appointments by hand
You shouldn’t be the 24/7 follow-up machine. SETR handles the outreach so you protect closing time.
Want scale without more headcount
Appointment setting capacity without the salary, training cycle, and turnover of another hire.
Are ready to run a real agency
If you’re building a business — not just writing one policy at a time — systems are the infrastructure.
Book a 30-minute SETR demo
I’ll show the workflow and tell you honestly if it’s a fit.
Mission
What I’m building
Software for agents. Coverage for families. Documented in public while it’s happening.
Software · SaaS
SETR
AI appointment setting and lead re-engagement built for insurance agents — more conversations and booked appointments without adding more staff.
Health & Life
Health and Life Insurance Broker
Licensed health agent helping families compare options during open enrollment and special enrollment — plus life coverage conversations when the fit is right.
- Open enrollment & special enrollment guidance
- Health coverage comparisons for families
- Life insurance conversations when the fit is right
Life & Health · Org
Team building
Licensed L&H agents who want systems, support, and SETR — apply to join the team and build with partner energy, not another empty promise.
Life & health agents
Build with me as a licensed L&H agent
For producers who want systems, support, and SETR — not another name on a business card. Apply in a few minutes; we’ll talk fit, contracts, and next steps on a call.
- Who it’s for — licensed life & health agents ready to produce (or ramp) with a real team
- SETR access — AI follow-up, re-engagement, and appointment setting off your plate
- Leads, training & mentorship — contracts and guidance from someone still building in the field
- Compensation — we don’t publish comp on the site; on the call we walk contracts and fit honestly
Field notes
What agents are saying
Placeholders only — real agent results and quotes will replace these when available.
“Agent results coming soon — Dan will publish cleared testimonials here.”SETR client · TBD
“Generic framed quote — replace with a real producer story (appointments, AP, or calendar relief).”Insurance agent · TBD
FAQ
Questions people ask before booking
Straight answers. If something’s still unclear, the demo or quote form sorts it out fast.
Do I need my own leads for SETR?
You can bring your own database or source leads through the platform — whatever fits your setup. Many agents start by re-engaging what they already have.
How much does SETR cost?
Pricing is covered on the demo so you can see the workflow first and judge value yourself. Book 30 minutes and we’ll walk structure honestly.
How fast can agents go live?
Most teams aim to be live within a couple of days after onboarding. Timing depends on lead source and how you want follow-up configured.
Who is SETR built for?
Life and health insurance agents (and agency owners) who want more booked conversations without hiring a full appointment-setting bench.
Can families get a health quote here?
Yes — use the /quote page for open enrollment or special enrollment. Dan is a licensed agent who helps compare options; he is not an insurance carrier.
Is there a long-term contract?
Details are covered on the call. The goal is to prove value quickly and find a structure that fits — no mystery fine print on a landing page.
SETR demo
Book a 30-minute SETR demo
Pick a time on Dan’s calendar. Or browse all event types on calendly.com/dwhigham94.
Next step
Three paths. Pick yours.
Demo SETR. Apply to join the L&H team. Or get a health quote for your family. All three are real.
For agents
Book a SETR demo
See AI appointment setting and lead re-engagement live — honest fit check for your book of business.
- Live demo of follow-up & booking flow
- Economics framed for your lead sources
- No pressure — clear yes/no on fit
Join the org
Apply to join the team
Licensed life & health agents who want systems, support, and SETR — not another empty promise.
- SETR access & appointment systems
- Training, mentorship & contracts talk
- Partner energy with SETR / Invictus
For families
Get a health quote
Open enrollment and special enrollment. Mobile-friendly form built for social bio links.
- Quick quote request (UI mockup)
- Licensed agent help comparing options
- Not a carrier — guidance first
About
The person behind both lanes
I’m Dan Whigham — software founder and licensed health insurance agent. I help agents get more appointments with SETR, and I help families navigate health (and life) coverage when enrollment windows open.
The vehicle is intentional: SETR demos for agents, a clear apply path to join the L&H team / org, and health & life insurance for consumers who need a clear next step — especially during open enrollment.
Building with SETR / Invictus partner energy means systems first, hype second. Home base: dwhigham.com.