10/03/2026
Hello Everyone !
My name is Soban , and I represent a Final Expense call center operation specializing in nationwide Final Expense production. We are currently looking to partner with licensed agents or agencies who can provide carrier portals so we can scale policy production together.
We operate a structured sales team consisting of 10 experienced closers, 3 dedicated validators, and a retention team, allowing us to maintain high-quality submissions, compliance standards, and strong policy persistency.
Our Current Capabilities
Our team is fully trained in Final Expense sales, underwriting guidelines, and application submission processes. We already have experience working with the following carriers:
• RNA (Royal Neighbors of America)
• AHL (American Home Life)
• Aetna
• Aflac
• Transamerica
Our closers understand health qualification, product matching, and underwriting filters, which helps increase approval ratios and policy placement rates.
Services We Provide
1. Live Transfers
We generate and qualify prospects and provide warm live transfers directly to licensed agents nationwide.
2. Pre-Closed Applications
Our closers handle the complete sales process with the client. After closing, our validation team confirms customer details, compliance, and policy information, then submits the application through the carrier portal.
3. Validation & Quality Control
Our validators verify all client information and ensure compliance before submitting applications, which helps reduce errors and improve approval rates.
4. Complete Retention Support
We also provide full retention services to maintain policy persistency. Our retention team follows up with clients after the sale to confirm policy understanding, reduce cancellations, and minimize early chargebacks.
Production Model
Our operation is designed for consistent daily production. With our current team size, we can scale quickly and generate steady Final Expense applications each week when working with the right agency partner.
What We Are Looking For
We are seeking licensed agents or agencies who can provide carrier portal access for Final Expense products. In return, we bring:
• A trained closing team
• Consistent application volume
• Nationwide campaign reach
• Structured validation process
• Retention support to reduce chargebacks
Why Partner With Us
• Experienced Final Expense closers
• Dedicated validation team
• Complete retention process to protect policy persistency
• Experience with multiple carriers
• Nationwide prospect generation
• Scalable production capability
If you are an agent or agency owner looking to increase Final Expense production with a structured team, I would welcome the opportunity to discuss a partnership.
Looking forward to connecting.
