How it’s counted

One charge: the submitted application.

Your agent logs the application during the call. That’s the only thing you’re billed for.

  1. Step 1: Call connects

    A screened caller transfers live to your agent.

  2. Step 2: Your agent answers in a browser

    No phone system and no dialer.

  3. Step 3: Application logged on the call

    Your agent logs it before they hang up.

  4. Step 4: You’re charged

    One charge from your prepaid balance. Calls that don’t close cost nothing.

Caller qualification

Callers are screened before your agent picks up.

Every caller answers five questions first. If they don’t qualify, they never reach your agents. Your team sells instead of screening.

  1. Interested in final expense

    Confirmed interested in final expense coverage before transfer.

  2. Not in a nursing home or assisted living

    Confirms they don’t live in a nursing home or assisted living facility.

  3. Makes their own financial decisions

    Confirms they don’t need a power of attorney to make financial decisions.

  4. Age 40 to 85

    Confirms they’re between 40 and 85.

  5. Agrees to speak with a licensed agent

    Agrees to talk with a licensed agent about their plan options.

  • Only from your licensed states
  • Only during your delivery hours
  • Live transfers, not lead lists

Full visibility

See every application you paid for.

Each application sits next to the call it came from, recording included. Nothing gets charged that you can’t see.

  • Carrier, face amount and premium on every application
  • The call and recording behind each one
  • Closing percentage by agent and by day
Applications page listing carrier, plan, face amount, premium and agent for each application

What you need

What you need to start.

No dialer or phone system required.

Licensed agents

Licensed in the states you want calls from.

A browser

Your agents take calls and log applications right in the portal.

A prepaid balance

Fund it once and top it up from the portal whenever you need.

FAQ

Questions agency owners ask

Common questions about pay per application.

Do my agents need a dialer?

No. They take calls in the portal, in their browser.

What if an agent forgets to log an application?

Every call and every application show side by side in your portal, so a call without an application stands out.

Can I switch to pay per call later?

Yes. Tell us and we’ll move your program.

All questions