Life Calls
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      Getting Started with Final Expense Calls?

      Learn best practices when working with Final Expense Calls

       

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      Please ask these qualifying questions before asking for name, address, or anything else:

      1. Are you calling for a guaranteed issue or Final Expense/Guaranteed Issue quote today?
      2. What is your age?

      Callers should be between the age of 55-85 and looking for a guaranteed issue/final expense insurance quote.

      *If the caller is not looking for guaranteed issue or final expense insurance, politely end the call and submit for credit.

      Reasons to end a call:

      • If they are NOT looking for a quote, politely end the call immediately. 
      • If the caller is outside the age range
      • If the caller is unable to answer the qualifying questions, or is unable to provide the information needed for you to quote them, you may end the call.

      *Pricing is not a valid reason to end the call

      In order to avoid being charged, the call must be disconnected in under 2 minutes.

      Calls over 2 minutes are valid and non-refundable.

      **If agents get the consumer's phone number and disconnect, the call will be billed to you**