Final Expense - CPA
Our Final Expense (FE) campaign helps consumers explore insurance options designed to provide financial protection for end-of-life and related final expenses. The campaign connects interested individuals with licensed insurance professionals who can explain available coverage options, eligibility requirements, and potential benefits.
At a glance
Who this campaign is for
Centres have experience in Final Expense campaigns and can generate customers intersted in Life insurance plans
How it works
Your agents speak with the consumer and qualify on two points: that the consumer is actively interested in a life insurance plan, and that they can afford a premium of one dollar or more per day. Only interested customers who meet both points are transferred. The transfer goes to a licensed insurance professional, who explains the available coverage options, eligibility requirements and potential benefits so the consumer can decide what fits their needs and budget.
Qualification requirements
- Minimum 5 agents with previous Final Expense campaign experience.
- Agents should be able to identify and transfer customers who are actively interested in life insurance plans and meet the campaign’s qualification criteria.
- Customers transferred through the campaign should be genuinely interested in life insurance and be able to afford a premium of $1 or more per day.
- The calling team must have DDV capability.
Quality expectations
- ONLY CPA Module
Compliance information
Compliance responsibility rests with the center making the contact. Full campaign terms, the approved script and the complete rejection rules are provided to verified centers before activation.
Common questions
What type of customers should agents transfer?
What are the basic customer qualification requirements?
How experienced should the calling team be?
Does the calling team need DDV capability?
What are the payment terms?
How to apply
Centers must be verified before they can access campaign detail or apply. Verification includes an automated eligibility check against your operational profile followed by a short call with an account manager. Once verified, activating a campaign — accepting terms, completing training and certifying your agents — takes about fifteen minutes.
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