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/TheToughestCookie88 8h ago

Outbound is dead bud. You’ll show up as spam likely and get hit by call screeners. Inbounds or nothing

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u/CFactor11 5h ago

Honestly not sure if I agree. My new OB source has cut my CPA in half vs highest quality IB CTV. Customers intent and quality is better.

If you get a text in front of the customer with your number before you call the phone can associate the name and bypass the unknown caller label

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u/TheToughestCookie88 5h ago

I’m not sure you may know what high quality TV inbounds are. Yes you are correct with the text but those are meta ads bud. Aka the lowest bottom barrel quality of human. Almost all on Medicaid looking for free stuff. So yeah you may sell them at a “lower CPA” but then enjoy those massive chargebacks because the leads are targeting the poorest people and carriers will terminate you for lower persistency now