Why does the first order size matter?
The first order matters because it is how you learn. It shows you how calls arrive in your chosen states and hours, how long your conversations run, and how many calls it takes you to make a sale. Too small, and you may not have enough calls to see a pattern. Too large, and you commit more budget before you know your results.
What is the minimum first order?
There is a minimum first order, and it is shown on the pricing page and in the order summary before you order. See pricing there. Each billable call, meaning a call of 90 seconds or longer, counts as one lead toward the order. Shorter calls are never billed.
How do I pick a budget for my first order?
Pick an amount you are comfortable spending even if the first order is mostly a learning experience. Final expense results vary from agent to agent and depend on skill, carriers and contracts. Treat the first order as a test of your process, not a promise of income. If you are new to selling, keep it closer to the minimum.
How do my states and hours affect the size?
More states and more hours mean calls can arrive faster, so an order may finish sooner. Fewer states and shorter hours spread calls over a longer period. Neither is wrong; match the order to how many calls you can handle well. See how many final expense calls can you expect per day and final expense leads by state.
How many calls do I need to learn from?
You need enough calls to see repeated patterns: the questions callers ask, where conversations stall and how long applications take. A handful of calls can swing a lot from luck. The more calls you track, the clearer your numbers become. That is why tracking from the first call matters; see how to track your final expense lead results.
Should a new agent start differently than an experienced agent?
Usually, yes. A new agent benefits from a smaller first order, fewer states and simpler hours while they build skills. An experienced phone agent may start larger because they already know their pace. Guidance for newer agents is on final expense leads for new agents.
Should an agency start differently?
An agency can start larger because calls are shared across several agents, but it still helps to test routing and shifts on the first order. See final expense leads for agencies and how to build a final expense agency.
What should I do when the first order is done?
When the first order is done, review your tracked numbers: billable calls, presentations, applications and issued policies. Calculate your cost per sale with how to calculate final expense lead ROI. Then decide whether to reorder at the same size, larger or with changes to states and hours. See how to scale your final expense calls.
Is there a contract that locks in my order size?
No. There is no long-term contract. Each order stands on its own, so you choose the size every time. Calls usually start within 3 to 7 business days after you order.
What mistakes should I avoid on a first order?
Avoid ordering more than your hours can handle, choosing states where you are not licensed, and judging results before the order is done. Avoid skipping tracking. More on this is on common mistakes agents make with final expense leads.
How do I place my first order?
Choose your states and hours, then use the button to open the order summary and check out. Full steps are on how inbound final expense leads work. Questions? Call (470) 597-3831.
Should my first order match my budget or my hours?
Both. Your budget sets the most you are willing to spend before you have results, and your hours set how many calls you can handle well. If your budget allows more calls than your hours can handle, the extra calls risk being rushed or missed. If your hours allow more than your budget, start with the budget and extend later. Let the smaller of the two decide.