How do you sell more final expense policies?
Sell more final expense policies by talking to ready shoppers and having a carrier for each health profile. Answer fast, quote on the first call, follow up on a cadence and use live transfers to keep conversations coming.
Tactics that work
01Answer fast
Call new final expense callers back within minutes. The first agent to reach a shopper usually gets the conversation.
02Add carrier appointments
More appointments mean you can place more applicants, from level to guaranteed issue, so fewer conversations end with no fit.
03Quote on the first call
Ask the health questions, show two or three options and help them choose while you have them on the phone.
04Follow 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.
05Ask for referrals
Ask every happy client for one name after the policy is issued. Make it easy with a text they can forward.
06Get licensed in more states
Each new non-resident license widens the pool of shoppers you can serve, including from paid calls.
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
How do I close more final expense calls?
Keep it simple: ask the health questions, show a few options and ask for the application.
How many carriers should I be appointed with?
Enough to cover healthy, impaired and guaranteed issue applicants in your states.
What is a final expense live transfer?
A screened final expense shopper connected live to your agent.
Can I set my call hours and daily cap?
Yes. Define your service area, call hours and daily cap before launch.
Add inbound calls to your pipeline.
Define your service area, call hours and daily cap.
Discuss Final Expense Calls