Why use a checklist before calls start?
A checklist prevents small misses that cost conversations: a dead battery, a quoting tool that needs a login, or a noisy room. Because calls arrive live from seniors who chose to call about final expense coverage, there is no time to fix setup once the phone rings.
Are my licenses and appointments ready?
Check that you hold an active life insurance license in every state you chose, and that you are appointed with carriers offering final expense there. See do you need a license to buy final expense leads and final expense leads by state.
Is my space ready?
Use a quiet room with the door closed, no background audio, and no interruptions during your hours. Let family or housemates know when you are on calls.
Is my phone ready?
Charge your phone, keep a charger connected, turn off do-not-disturb, allow unknown numbers to ring, and test signal or Wi-Fi calling. Use a headset so your hands are free. See how to take live final expense calls on your cell phone.
Are my tools open?
Open and log in to your quoting tools and carrier applications. Keep each carrier's health questions handy. Know how each carrier handles phone signatures and first payments. See how to quote final expense over the phone.
Is my notes template ready?
Have a template with fields for name, state, callback number, reason for calling, needs, budget, health answers, options presented and next steps. A consistent template speeds every call and makes follow-ups easy.
Is my tracker ready?
Have your results tracker open so you can log each call the same day: calls received, billable calls, presentations, applications and issued. See how to track your final expense lead results.
Is my opening ready?
Know your first 30 seconds: greeting, name, thanks, state check and one open question. See what to say in the first 30 seconds of an inbound final expense call.
Is my line clear?
Do not make outbound calls during your inbound hours, finish personal calls beforehand, and decide how you will handle call waiting. Keep your follow-ups in a separate block; see how to follow up with final expense callers who aren't ready.
Do I know what to do if a call drops?
Ask for a callback number early in each call, and know your callback routine. See what to do when a final expense call drops.
Where can I learn more?
For mistakes the checklist helps avoid, see common mistakes agents make with final expense leads. For starting calls, see how inbound final expense leads work and see pricing on the pricing page.
What does a quick daily checklist look like?
A quick version: licenses active for today's states; room quiet; phone charged, ringer on, unknown numbers allowed; headset tested; quoting tools and applications open and logged in; notes template and tracker open; opening practiced; line clear; follow-ups scheduled outside your hours. It takes a few minutes and pays off on every call.
What should I check weekly?
Weekly, check license renewal dates, carrier updates, your tracker totals and any missed calls. Adjust your hours if you missed calls. Update your notes template if questions keep coming up that it does not cover.
What should I check before each new order?
Before each order, confirm your states, hours and phone number, and that your licenses and appointments match. Review your last order's numbers so you know what to change, if anything.
What should I check after each call?
After each call, finish your notes, log the call in your tracker, schedule any follow-up outside your inbound hours and reset your screen for the next caller. Take a breath. A short reset helps the next caller get your full attention.
Can I print this checklist?
Yes. Many agents keep a printed copy by their desk and tick it off each day before their hours start. Adjust it to your own carriers and tools, and keep it short enough that you actually use it every day.