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
I build AI appointment systems for insurance agents and help families lock in the right health coverage. Three paths. One standard: real conversations that close.
Agents: explore SETR or apply to join. Families: get an estimate or book a coverage review. Pick your lane.
Health quote · 60 seconds
Know your number before we talk.
Ages and zip only. No name or phone needed to see your estimate.
Estimated monthly premium range
$— – $—
per month · pick who’s covered to start
- Nationwide PPO network
- May qualify for zero deductible options
- Licensed agent. Not a carrier.
Illustrative by age. Final quotes depend on plan, location, and household. Verify licensing
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 walkthrough we’ll cover 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 sound like you, we should talk. Built for producers who run systems, not shiny tools that sit 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
Stop being the 24/7 follow-up machine. SETR runs the outreach. You close.
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.
Text Dan about SETR
I’ll show you the workflow and tell you straight if it’s a fit.
Mission
What I’m building
Software for agents. Coverage for families. Built in public.
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 a team that delivers.
Leads · Lead Reload
Need leads?
Lead Reload — aged life and health insurance leads, plus business owner data, priced by age and ready to download.
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
FAQ
Questions people ask before booking
Straight answers. Still unclear? Text Dan or use the quote form.
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 in a walkthrough so you can see the workflow first and judge value yourself. Text Dan 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.
For families
Book a health coverage review
Pick a time on Dan’s calendar to review your health coverage options. Prefer a quick estimate first? Get a health quote.
Next step
Three paths. Pick yours.
Explore SETR. Apply to join the L&H team. Or get a health quote for your family. All three are real.
For agents
See SETR in action
See AI appointment setting and lead re-engagement live, with a straight fit check for your book of business.
- Walkthrough of the follow-up & booking flow
- Economics framed for your lead sources
- Clear yes or no on fit
Join the org
Apply to join the team
Licensed life & health agents who want systems, support, and SETR.
- SETR access & appointment systems
- Training, mentorship & contracts talk
- Partnered with SETR / Invictus
For families
Get a health quote
Open enrollment and special enrollment. Mobile-friendly form built for social bio links.
- Instant estimate by age
- Licensed agent help comparing options
- Not a carrier — guidance first
About
Who I am
I’m Dan Whigham — software founder and licensed health insurance agent. U.S. Navy veteran. I help agents book more appointments with SETR, and I help families get the right health and life coverage when enrollment opens.
The vehicle is intentional: SETR 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.
Partnered with SETR / Invictus. Systems first, hype never. Home base: dwhigham.com.