Partner report · Independent final expense agency, 4 agents, licensed in several states
Anonymised, partner-reported figures. Not audited by OptiMAX.
Policies in week one, cost per policy down about a third
Before
- Shared final expense leads, resold to several agencies.
- They reached 20 to 30% of leads and closed 5 to 8% of those.
What changed
The agency moved to exclusive inbound calls from people already asking for a quote, routed to whichever licensed agent was free in that state.
After 60 days
- 15 to 25% close rate on calls
- Cost per policy down about a third
- Average annual premium $600 to $900
- First policies written in the first week