How do you get more final expense clients?
Get more final expense clients by reaching seniors quickly, following up patiently and serving more states with more carriers. Ask for referrals and add inbound calls so new shoppers reach you every day.
Tactics that work
01Answer fast
Call new final expense inquiries back within minutes. The first agent to reach a shopper usually gets the conversation.
02Follow up on a schedule
Set a cadence: same day, next day, then a few times over two weeks by call, text and email where you have consent. Stop when they ask.
03Ask for referrals
Ask every happy client for one name after the policy is issued, often a family member or friend. Make it easy with a text they can forward.
04Get licensed in more states
Each new non-resident license widens the pool of shoppers you can serve, including from paid calls.
05Add carrier appointments
More appointments mean you can place more health histories, including guaranteed issue, so fewer conversations end with no fit.
06Set up local SEO
Claim your Google Business Profile, list your services and service area, and ask clients for reviews.
07Add inbound calls as one channel
Inbound calls and live transfers put final expense shoppers on the phone with your agents. Define your service area, call hours and daily cap, then scale what works.
Frequently asked questions
Who buys final expense insurance?
Mostly seniors who want to cover funeral and end-of-life costs for their family.
Do final expense clients give referrals?
Often. Ask after the policy is issued; friends and family are common referrals.
Can Medicare agents add final expense?
Yes. Many Medicare agents sell both and can set separate daily caps for each.
Does LeadRun offer final expense calls?
Yes. Final expense inbound calls and live transfers are an available program.
Add inbound calls to your pipeline.
Define your service area, call hours and daily cap.
Discuss Final Expense Calls