Insurance · Final Expense
Final expense CRM and dialer
RevRing gives final expense agents and call centers a dialer, a CRM and a final expense quoting tool in one system. Agents work purchased or aged lead lists with the power or predictive dialer, quote carriers from the contact record, and track the policy and commission after the sale.
Who it's for: Final expense agents, agencies and call centers that work direct-mail, digital and aged leads by phone, and teams that buy inbound final expense calls.
Final expense quoting inside the CRM
The final expense quoter compares carriers' monthly and annual premiums for a client's age, gender, tobacco use, state and coverage amount. Health conditions and medications can be entered so the results reflect the underwriting class a carrier would offer — simplified issue, guaranteed issue or graded benefit — along with waiting periods and issue ages.
How Final Expense teams use RevRing
Work lead lists with the dialer
Import leads from CSV or Excel. Imports are scrubbed against federal, state and litigator do-not-call lists, and power dialing (one line per agent) or predictive dialing (two or three lines per agent, Pro plan) works the list inside each lead's local calling window.
Take inbound calls only licensed agents can answer
Agents' licenses are imported from NIPR or SureLC, and inbound calls — including live calls bought in the RevRing lead marketplace — are routed only to agents licensed in the caller's state.
Follow up by text and email
Two-way SMS from the agent's own number and email follow-up live on the same contact record as the calls, and automations can send reminders or move a deal when a call is dispositioned.
Track the policy and the commission
Written business is recorded in the Policy Center, and commission tracking applies your carrier and product commission grids so agents and managers see what each policy pays.
Frequently asked questions
Does RevRing have a final expense quoter?
Yes. RevRing includes a final expense quoting tool that compares carriers' premiums by age, gender, tobacco use, state and coverage amount, and can factor in health conditions and medications to show the likely underwriting class.
Can I use a power dialer for aged final expense leads?
Yes. Import the aged leads from CSV or Excel and work them with the power dialer (Scale and Pro plans) or predictive dialing (Pro). Imports are scrubbed against do-not-call and litigator lists, and dialing respects each lead's local calling hours.
Can RevRing route final expense calls to licensed agents only?
Yes. Agent licenses are imported from NIPR or SureLC, and inbound calls are routed only to agents who hold a license in the caller's state.
Can I buy final expense calls or leads in RevRing?
Yes. The RevRing lead marketplace sells live inbound calls and data leads by lead type, including final expense, and bad calls can be submitted for a refund review.
Run your Final Expense business on RevRing
RevRing gives final expense agents and call centers a dialer, a CRM and a final expense quoting tool in one system. Agents work purchased or aged lead lists with the power or predictive dialer, quote carriers from the contact record, and track the policy and commission after the sale.