The Complete Inner Circle Now Included
In All Plans!
Get More Sales!
Fill Your Calendar with Appointments!
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!
"This is my favorite feature of the system. I love how the bot will immediately call my fresh leads as they come into the CRM. I get to wake up each day with calendar appointments I did not have to set myself!" Mark S.
Ever Wanted Your Own Facebook Campaign?
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.
Imagine getting Facebook leads that have MANUALLY entered the following information!
First Name
Last Name
Phone
City
State
Zip
Primary Beneficiary
Existing Coverage
Secondary Phone
Primary Care Physician
Favorite Vegetable
Smoker / Non Smoker
Date of Birth
"These are the best leads I have ever worked...no question. The additional fields removes so many objections that I used to get from lower quality leads. They can't deny filling out the form when you have all of the information that you get with these leads. Definitely a must try!" Todd S.
Speed to Lead Process!
Automations Built for You!
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.
"I figured I would have to go into the settings and adjust the automations, but these automations come ready to use. I have used the default automations since day one, and I constantly have appointments booked on my calendar from them. From time to time, I also get inbound calls from the automations reaching out to my leads. I love when the client CALLS ME!" Jody K.
Leads too expensive?
We've Got You Covered!
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.
"I tend to go back and forth between fresh Web Leads and the aged Direct Mail leads. The aged DM leads seem to answer more, but I have great results with both. My cost of acquisition is $74 on the web leads, which is the lowest I have ever had in my 6 years in the business. I am now adding in the AI Bot to also work my fresh web leads, which should only increase my sales. If you do not have a lot of money to invest, this CRM has the solution!" Taylor B.
Tired of Outbound Dialing? We've Got You!
American Live Transfers - $28
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!
"The live transfers were a game changer for me. I work a full time job, so I could only sell in the evenings. Within 3 - 5 minutes of logging in, I would be on the phone with an interested prospect. The callers transferring the leads to me have usually built rapport with the prospect. The caller transfers the prospect to me, does an introduction, and oftentimes gives me information to help start the rapport building process." Ryan B.
Worried About Compliance?
DNC and Litigator Scrub!
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!
"I can't tell you how important this feature is! When I uploaded my very first list of leads, the system detected 3 litigators and automatically removed them. That alone was worth it for me to keep the system." - Dan B.
Other Features of the CRM:
24/7 Support
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
Lead Reporting
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
What is the Inner Circle?
The Inner Circle is a complete system for any Final Expense Agent. It gives you access to daily training, exclusive lead options, all the needed tools, mentorship, live sales support and much more!
Agent Hotline
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.
Daily Training Calls
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!
Complete Telesales Script
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!
Mentorship
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.
Field and Telesales Training Program
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!
Agency Builder Training
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!
"I initially joined just for the CRM and lead options. I have been in the business for 27 years, so I did not feel like I needed support or training. One day I decided to see what the training was about, and I was hooked. After completing the step by step training program, I started joining the morning calls. My sales has increased tremendously after completing the training and then plugging into the calls each day. I believe any Final Expense agent should go through this training program!" Tim C.
Here's What You Get
A Complete Done For You Setup
plug n play PLAN
All Plans Include Inner Circle Membership
We will include an AI Bot to call your leads if you add a Facebook Campaign of $250 per week or more.
$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
Automated Emails
Unlimited Contacts
Booking Calendar
Unlimited Chats
FEX Toolkit Quoter Lite Included
Funnel 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.
FAQ's
How much does it cost?
- The pricing plan listed above for $97 gets you the complete CRM and access to the complete Inner Circle. If you purchase a Facebook campaign, we will throw in a bot to call your leads and FEX Toolkit Subscription.
Can I Cancel My Account At Any Time?
- You can cancel at any time, however we do not provide refunds.
Can I join if I am with another organization?
- Yes! You do not have to work with us to utilize this system.
Where do I get support?
- 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.
What if I already have a CRM?
- 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.
Can I just purchase leads?
- 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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