Final Expense Marketing for Independent Agents
A managed campaign for independent producers licensed in ten or more states.
Exclusive inquiries, daily delivery and a clear follow-up responsibility.
Independent, not captive
You run your own business and are free to write across carriers.
Licensed in 10+ states
Active and in good standing. Ten or more states gives a campaign room to run.
Daily follow-up capacity
A CRM or dialer, or another consistent daily follow-up process on your side.
20% of monthly ad spend
Minimum management fee of $600 per month.
The initial commitment is three months. At the minimum management fee, $1,800 upfront covers your first three months of management.
Your advertising spend is separate and additional.
The $1,800 figure applies at the minimum management fee. Management is calculated as the greater of $600 or 20% of your monthly ad spend, so a larger advertising budget carries a larger management fee.
Creative
We create and manage the campaign in your states.
Inquiry
Exclusive inquiries delivered daily.
Your sheet
Inquiries land in your sheet, organized and ready.
Your follow-up
You follow up with each inquiry.
What you handle. What we handle.
- Campaign strategy and creative
- Media buying and optimization
- Inquiry delivery to your sheet
- Ongoing campaign management
- Active independent producer status
- Licensing in ten or more states
- Timely and consistent follow-up
- Your knowledge, experience and client service
Yes. Every inquiry goes to exactly one agent or agency. We never resell them, recycle them, or share them with anyone else.
At least 10. A campaign confined to one or two states saturates its audience quickly and your cost per lead climbs. Ten or more gives the campaigns the room to keep leads cheap and consistent.
Management is 20% of your monthly ad spend, with a $600 monthly minimum. The initial commitment is three months. At the minimum management fee, $1,800 upfront covers your first three months of management. Your advertising spend is separate and additional.
Every inquiry lands on a Google Sheet that belongs to you, filled as the inquiries come in. If you already run a CRM you can sync that sheet straight into it and work your inquiries where your team already works.
No. The program only works for independent agents and agencies who are free to write across carriers.
They stay yours. Your Google Sheet is live for as long as your program is running, and access ends 24 hours after you stop, so download it before you pause and you will have every lead on file permanently.
How exclusive campaigns work
A closer look at what exclusivity means, how it works and what to expect.
Medicare Authority program
A separate program for agencies building long term Medicare presence, with one agency per state during an active partnership.
Build a campaign around your states.
Let’s create a program that fits your licensing and your market approach.