Insure Easy AIInsure Easy AI

Complete AI
for Final Expense Agents

Every feature designed specifically for final expense insurance sales to seniors. From lead generation to policy closing.

Core AI Features

Everything you need to automate your final expense prospecting and qualification

Natural AI Voice Calls
Human-like conversations specifically trained for seniors
  • Senior-Friendly Voice
    Speaks slowly, clearly, and patiently
  • Natural Conversations
    Handles objections and questions naturally
  • Personalized Approach
    Uses prospect's name and personal details
Benefit
Seniors can't tell it's AI, leading to higher engagement and trust
Perfect Health Screening
Complete health questionnaires every single time
  • All Health Questions
    Diabetes, heart, cancer, medications, etc.
  • Carrier-Specific Logic
    Customized for your underwriting guidelines
  • Instant Qualification
    Real-time approval/decline decisions
Benefit
Never miss a health question again, only qualified prospects get transferred
Instant Hot Transfers
Qualified seniors transferred in 5-10 seconds
  • Lightning Fast
    5-10 second transfer time
  • Full Context
    All health details and needs provided
  • Warm Handoff
    Senior is expecting your call
Benefit
Only talk to qualified, interested seniors ready to buy
Smart Follow-Up Sequences
Never lose a prospect to lack of follow-up
  • Multiple Touch Points
    Calls, SMS, voicemails automatically
  • Intelligent Timing
    Optimal spacing between contacts
  • Personalized Messages
    Each message tailored to the prospect
Benefit
5x higher contact rates compared to single-touch methods
Appointment Scheduling
AI books appointments directly into your calendar
  • Calendar Integration
    Google, Outlook, Calendly supported
  • Auto Confirmations
    SMS and email confirmations sent
  • Reminder System
    Automatic appointment reminders
Benefit
85% appointment show rate vs 40% industry average
Advanced Analytics
Real-time insights into your calling performance
  • Live Monitoring
    Watch calls in real-time
  • Conversion Tracking
    From lead to policy sold
  • ROI Calculations
    Track your return on investment
Benefit
Optimize campaigns for maximum ROI and performance

Advanced Features

Professional-grade tools for serious final expense agents

Compliance & Security
  • TCPA Compliant Calling
    Prior express written consent verified
  • DNC List Scrubbing
    Automatic Do Not Call registry checking
  • SOC 2 Certified
    Enterprise-grade security standards
  • Call Recording & Storage
    Secure storage for compliance purposes
  • Auto Opt-Out Handling
    Immediate removal from calling lists
Team Management
  • Multiple Agent Support
    Manage entire agency from one dashboard
  • Lead Distribution Rules
    Smart routing based on agent availability
  • Performance Tracking
    Individual agent metrics and KPIs
  • Manager Dashboards
    Real-time team performance overview
  • White-Label Options
    Brand the system as your own

Seamless Integrations

Works with your existing tools and workflows

CRM & Tool Integrations

Popular CRMs

  • Salesforce
  • HubSpot
  • Pipedrive
  • AgencyBloc
  • Applied Epic

Data Formats

  • CSV/Excel uploads
  • API connections
  • Real-time data sync
  • Custom field mapping
  • Automated data updates
Integration Guarantee
If we don't support your current tools, we'll build the integration at no extra cost

How Our AI Works

Step-by-step breakdown of our final expense AI calling process

1

Lead Import & Setup

Upload your final expense lead list. Our system validates data, scrubs DNC, and prepares for calling.

2

AI Begins Calling

AI starts calling seniors with natural, patient conversations designed specifically for final expense prospects.

3

Health Screening

Complete health questionnaire conducted, including all carrier-specific requirements and underwriting questions.

4

Qualified Transfer

Qualified seniors instantly transferred to you with full health details and coverage needs.

Ready to Transform Your Final Expense Sales?

Get started with our AI and see exactly how it can transform your prospecting process.

⚡ Setup in 1-2 days • TCPA compliant • Satisfaction guaranteed

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