Get More Sales!
Our Insurance AI bot will dial your leads and book quality appointments directly on your calendar. This allows you to focus more on selling versus prospecting!
Our CRM comes with your own website, which includes TCPA language, terms and conditions, privacy policy, contact information and more!
We will also design your Facebook campaign for you and run the ads. This allows an agent to get higher quality leads at the wholesale pricing. Many agents pay $23+ for Facebook leads that could be generated for $8.00-$12.00 per lead.
Speed to Lead Process!
Text and Email Automations.
Fresh Leads Dialed Immediately (if you are utilizing the bot).
All communication with your leads in one location.
Our system immediately dials a fresh lead, it will double dial if no one answers, it sends out a text, an email and will continue to follow up for 30 days or until the lead calls you or books an appointment.
Leads too expensive?
We hear this too often, so we have solved this issue.
Our system gives you access to several lead options at a very affordable price. This will allow an agent to get some sales and momentum before moving up to a more expensive lead option.
The video to the right is an example of one of the cheaper lead options.
We hear this too often, so we have solved this issue.
Our system gives you access to several lead options at a very affordable price. This will allow an agent to get some sales and momentum before moving up to a more expensive lead option.
The video above is an example of one of the cheaper lead options.
Tired of Outbound Dialing? We've Got You!
Warm Transfers - Caller introduces the lead to you on the transfer.
Allows the agent to get in more presentations each day.
This is the "Easy Button" of Final Expense telesales. We have agents closing a very high percentage of these leads each day!
Worried About Compliance?
Our CRM scrubs your leads against the DNC and Litigator list to keep you compliant at no additional cost.
This is a must have feature for any telesales agent!
We are available to help you in real time via text, call, live chat or email. No more purchasing a CRM and having to figure it out on your own!
Chat Support
Phone Support
Zoom Support
Our CRM will help you keep an eye on your results! This will help you make the necessary adjustments with your game plan, or show you what you need to train on!
Closing Percentage
Cost of Acquisition
Which Leads Are Having the Best Results
The ability to call from a client's home (or while you are on the phone with them) to get immediate underwriting support, objection handling, or just overall sales support! No more complaining about having a manager that does not answer the phone. The Agent Hotline will take care of that for you.
This is REAL training for Final Expense agents. We host a field training call at 8:00 AM Central Time and then a telesales training call at 8:30 AM Central Time Monday - Friday. These calls will allow you to learn new tips/tricks to help you increase your closing percentage!
Get access to an online script that guides you through the telesales process. No more printing out 18 pages of words and memorizing them. This is the exact script used by our internal agents!
We help several agents per day come up with a game plan to succeed. So many agents just need someone to help them come up with a plan that will work for the goals they have set. We will help you design that plan and guide you through the process.
We have a step by step training program that will take you through every aspect of the Final Expense business. You will learn things you are not currently using, which will immediately help you generate more sales. It gives you all of the tools that you will need to succeed. Agents are always blown away at the detail inside of our training program!
We also have a full Agency Builder Training for you to utilize. This even includes a live training call once per week (Wednesday at 9:00 AM Central Time). We show you the right way (safe way) to grow an agency. Most "builders" are taking risks they should not be taking, and those risks can be avoided with the right system. We will show you how to accomplish this! We also provide exclusive recruit leads to help you boost your recruiting efforts!
All Plans Include Inner Circle Membership
$97/month
Agent Hotline | Live Sales Support
Daily Final Expense Training via Zoom
Full Lead Portal Access (Wholesale Pricing)
DNC & Litigator Scrub Included ($402/Month Value)
Step by Step Field/Telesales/Builder Training Program
Interactive Telesales Script
Weekly Agency Builder Training Call
Tools/Supplies/Guides for Your Sales Kit Included
Built In Texting
One Ring Voicemails
Automated Emails
Unlimited Contacts
Unlimited Calendars
Unlimited Chats
Unlimited Funnels
Unlimited Triggers
Unlimited Campaigns
FEX Toolkit Quoter Lite Included
Funnels and Email templates included
No Contracts - Cancel Anytime
No Refunds
Disclaimer:
Calls Cost - $0.021/min.
Receiving Calls - $0.0128/min.
Text Messages - $0.0119/segment
The Insurance AI Bot has a minute cost as well. You will add the minute package of your choice from inside the CRM.
Most agents spend between $5 to $10 per month on usage charges.
All Plans Include Inner Circle Membership
$177/month
AI Bot Included - Will Call And Follow Up With Your Leads
Includes FEX Toolkit Subscription
Agent Hotline | Live Sales Support
Daily Final Expense Training via Zoom
Full Lead Portal Access (Wholesale Pricing)
DNC & Litigator Scrub Included ($402/Month Value)
Step by Step Field/Telesales/Builder Training Program
Interactive Telesales Script
Weekly Agency Builder Training Call
Tools/Supplies/Guides for Your Sales Kit Included
Built In Texting
One Ring Voicemails
Automated Emails
Unlimited Contacts
Unlimited Calendars
Unlimited Chats
Unlimited Funnels
Unlimited Triggers
Unlimited Campaigns
FEX Toolkit Quoter Lite Included
Funnels and Email templates included
No Contracts - Cancel Anytime
No Refunds
Disclaimer:
Calls Cost - $0.021/min.
Receiving Calls - $0.0128/min.
Text Messages - $0.0119/segment
The Insurance AI Bot has a minute cost as well. You will add the minute package of your choice from inside the CRM.
Most agents spend between $5 to $10 per month on usage charges.
- The pricing plans are listed above. $97 gets you the complete CRM and access to the complete Inner Circle. $177 gets you access to all of that, plus the AI bot and a FEXToolKit subscription.
- Yes! You do not have to work with us to utilize this system.
- If you are looking for answers about joining, call the support number at the top of this page. If you are needing sales support, you will call the Agent Hotline number, which you get access to inside the system.
- That will be up to you. You can always have two, or you can try ours out to see if you like the features of it better.
- Most leads, yes! Some leads work directly with the CRM, so you would have to have a subscription to utilize them. Also, some of the leads work best along with our automations that are already built for you inside of the CRM.
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