Final Expense Agent Field Notes
Short, practical notes for final expense agents and agency owners who take inbound calls. No hype, no income promises. Just what to set up, what to say and what to ask.
Each note covers one part of the job. Read them in any order.
TV, Streaming TV and Social Final Expense Calls: How the Callers Differ
How TV, streaming TV and social callers differ, and why your opening should stay the same.
What to Say When an Inbound Caller Asks "How Much Is It?"
A one-line answer to the price question and the questions that get you to a real quote.
Setting Up Your Phone and Schedule to Take Inbound Final Expense Calls
Headset, internet, desk and hours, so you are ready the moment a call rings.
Thinking about buying calls?
These notes assume the calls are already ringing. If you're still deciding where to buy them, start with this guide to buying burial insurance calls. It covers where calls come from, how billing usually works and what to ask a vendor before you spend money.