Available Solutions
Insurance Solutions
Lead Generation
Our robust Omni-channel lead generation methods ensure a consistent flow of prospects. We source leads through various channels to keep your pipeline full.
Underwriting Services
We manage all underwriting tasks, ensuring accurate and efficient processing of final expense insurance policies.
Closed Sales
Our team takes care of closing sales, providing a seamless experience from lead generation to policy issuance. Your agents just need to submit the application.
Chargeback Management
We understand that chargebacks can occur, and we manage them efficiently to minimize any disruption. Our team handles all aspects of chargeback processing.
10 +
Years Experience in sales
Business Insight
Comprehensive Final Expense Sales Solutions
Our dedicated team ensures a seamless experience for final expense insurance. From live transfers and lead generation to underwriting and closing sales, we manage it all.
- Lead Generation
- Underwriting Services
- Closed Sales
- Chargeback Management
- Customer Support
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How it Work
The Sales Journey
Initial Contact
The journey begins with our robust lead generation process. We source high-quality leads through various channels, ensuring a consistent flow of potential clients.
Consultation and Prospecting
During the consultation, our agents assess the client’s needs and provide tailored advice on final expense insurance options. This step is crucial for building trust and understanding the client’s unique requirements.
Underwriting
Our experienced underwriting team reviews and processes the application, ensuring all details are accurate and the policy meets the client's needs. We handle all the necessary paperwork and verification.
Chargeback Management
We understand that chargebacks can occur, and we manage them efficiently to minimize any disruption. Our team handles all aspects of chargeback processing, providing agents with peace of mind and ensuring financial stability
What We Offer
Comprehensive Sales Solutions
Our comprehensive sales solutions are designed to support every aspect of the sales process for independent life insurance agents, from lead generation to client retention.