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Beating Call Screening in Final Expense Sales

 One of the biggest challenges we face after buying a lead is simply getting them to pick up the phone. Between caller ID apps, spam filters, and people just screening calls, contact rate has never been tougher.

Here are 3 simple hacks you can try right away:

✅ 1. Vary your numbers
If you’re calling from the same caller ID every time, your odds drop. Rotate local presence numbers or use a dialer that matches area codes to the lead.

✅ 2. Pair calls with SMS
Most people won’t answer an unknown call, but they’ll read a text. Send a short SMS before or after dialing:
“Hi [Name], this is [Agent Name]. I’m trying to reach you about the burial insurance request you sent in.”
When you call, they’re more likely to recognize you, not because they associate the number you're calling them on with the text, but due to the timing of the text and the call.

✅ 3. Call in “power hours”
Answer rates spike at certain times — usually 8–9 AM, 12–1 PM, and 5–7 PM in your lead’s time zone. Build your call blocks around those windows.

Bonus: Always drop a calendar link in your SMS.
Many leads won’t answer unknown calls, but they will click a link to book a time that feels safe and on their terms. You’ll lose fewer leads to screening and gain more inbound appointments.

? What’s your go-to move when leads keep screening your calls?

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