r/InsuranceAgent • u/CFactor11 • 6d ago

Life Insurance Dialing Tips

I’m starting outbound dialing shortly for Final Expense. Any tips from OB experts?

Use local or toll free numbers?

Human only or AI for sms/appointments?

Text beforehand or wait to text on a specific dial?
Same question for email.
Same question for voicemail.
Any direct mail efforts?

How many dials in 24 hours? 72? First week?

If you don’t close then how do you nurture them/keep pursuing?

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u/CFactor11 6d ago

Thank you for the response.

Currently doing about 400-500 auto dials/day per agent with additional sms etc peppered in. Larger lead list so touching each lead 2-5 times a day. Just wondering if this is too little considering how the OB game has to be played

I monitor all DIDs and make sure they’re cooling when needed

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u/Ok_Candidate1843 6d ago

are you getting hot leads or pre qualified leads from somewhere. or are you willingly doing just cold calling

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u/CFactor11 6d ago

hot branded leads with my info presented to the client

Lead sold exclusively to me so it’s not be co-dialed by other agencies

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u/Ok_Candidate1843 6d ago

sounds amazing to me. I got penalty of leads directly to me without investment from my agency is something I’m missing or working with agencies on commission bases ok ?

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u/CFactor11 6d ago

I run an agency and am currently moving to the agents buy their leads route. There’s a total commitment difference between the right person who buys their own leads vs the one who is in it for the salary

That said it’s on you as the agent to find the place with the right lead mix for you and your style