A final expense agency that runs itself

• Inbound calls: the SI Closer qualifies callers and takes the application; SI Customer Service answers policyholders.
• Quoting: every carrier you are appointed with that the client qualifies for, side by side.
• Applications: the Portal Worker fills the carrier eApp in the agent's own browser, for up to four carriers at once.
• Policy status: Book Health reads status from the carrier portals on a schedule and flags missed payments and lapse-pending policies.
• Retention: Conservation SI works at-risk policies and logs every contact on the policy.
• Reporting: the Monday book report, Chargeback Watch and the Finance page update without anyone building a spreadsheet.

• The 1-tap review: a licensed agent checks each finished application and presses Submit on the carrier's site.
• Licensed advice, complaints and claims.
• Your agency's rules: who sees what, which carriers to work and what the SI agents may say.

Illustrative example: an owner with three managers and fifteen agents spends Monday morning on one report. It shows the premium written the week before, the commission paid, the policies that need attention and which agent wrote them. Each action the SI agents took is on the policy it touched, so a manager can open any client and see what happened and when.

• We confirm your carriers, agents and managers, and move your clients, policies and notes over from your current CRM or spreadsheet.
• Each agent signs a written authorization for each carrier portal before anything connects.
• Plans are flat monthly with a one-time implementation fee, with no per-seat pricing.

• Final expense agency software: The whole product for owners with a downline, and how it replaces your CRM.
• The SI agents: What each SI agent does across the client lifecycle, and the safeguards underneath.
• Final expense chargebacks: How the advance at stake is tracked, and which policies to work first.
• Book a demo: Walk through your carriers and team with us, and see the at-risk report on sample data.