HomeSolutionsFinal expense
Built for the final-expense call.
From “who are we protecting today?” to the application, on one desk.
- Calls inbound, transfers and unlimited outbounds
- Health questions captured from the conversation
- Plans ranked level, graded and guaranteed issue
- After the sale tasks that write themselves
Lead
Dolores M. · 68 · FL
- Campaign
- Social inbound
- Health
- Type 2 diabetes (oral meds)
- Wants
- $15,000 final expense
Script Walker™ · Step 4 of 9
“Have you been hospitalised or used oxygen in the last two years?”
The call, start to finish
Every step of the sale, on one screen.
Every lead channel
Callers who want to talk about coverage.
Unlimited outbound leads on a predictive multi-line dialer, plus people calling in from social and streaming-TV ads, warm transfers, and AI drip-ins. Only in the states you’re licensed for.
Every lead channel- Unlimited outboundsNo list to buy, scrub or load.
- Social and CTV inboundPay per call.
- Warm transfersAlready qualified, handed over live.
- AI drip-insA lead calls back; our AI qualifies them first.
Health questions
Ask in conversation. Don’t type.
Script Walker™ keeps you on your script while the call is transcribed live. One click writes the caller’s conditions, medications and the coverage they want into the lead.
Lead details Extracted
- Health
- Type 2 diabetes, BP controlled
- Medications
- Metformin, lisinopril
- Hospital
- None in two years
- Coverage
- $15,000 final expense
Carrier Waterfall™
Level, graded or guaranteed issue, ranked.
It weighs this caller’s health answers against each carrier’s underwriting and your commission on each plan, and shows a guaranteed-issue fallback when nothing else fits.
How the Waterfall ranks- 1Americo Eagle Premier · LevelPays you most
Likely qualifies · no insulin - 2Mutual of Omaha Living Promise · Level2nd
Check A1C question - 3Corebridge Guaranteed Issue3rd
Fallback · no health questions
After the sale
The policy keeps working for you.
The sale lands in your Book of Business with its tasks already written: confirm the sale, the first draft date, the client’s birthday.
| Client | Status | Task |
|---|---|---|
| Dolores M. | Pending | Confirm detected sale |
| Harold B. | Issued | First draft Oct 15 |
| June R. | Issued | Birthday Fri |
Offers
Calls for your floor, three ways.
Questions
Which carriers are in it?
The carrier catalog and underwriting knowledge base are already there. Your agency adds its own carriers, plans and commission levels, and agents pick the carriers they write.
Do I need to buy leads elsewhere?
No. Outbound plans include unlimited outbound leads, and social, CTV, warm-transfer and AI drip-in calls are paid per billable call. You can also bring your own lists.
Can I use my own final-expense script?
Yes. Import a Word document, a PDF or pasted text and it becomes a branching Script Walker™ script.
Run your next final-expense call on it.
Twenty minutes on the real desk. Or pick a plan and start a trial on your own.