Your Shop Desk
Final Expense · Custom Shop Desk CRM

A Custom CRM for Final Expense Agents

For agents working mailer, TV and digital leads who know a lead is only good for so long. Yours would get back to people fast, keep your appointments set and flag a failed draft before it turns into a chargeback.

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A Shop Desk set up the way a final expense business would run it
A Shop Desk set up the way a final expense business would run it

Shown: Crescent Harbor Insurance, a demo desk with invented customers. Yours wears your name and your words.

The line

From the First Call to Paid, in Final Expense Words

Every final expense application moves down the same line. We name each stop the way your crew already does.

  1. 01New Lead
  2. 02Called
  3. 03Appointment
  4. 04Application
  5. 05Approved
  6. 06First Draft
  7. 07Kept on the Books

A final expense application on your desk hangs off the insured and their beneficiary.

So the card asks for what you actually need, and nothing a final expense business would never fill in.

  • Age and state
  • Face amount asked for
  • Beneficiary
  • Carrier applied with
  • Draft date
  • Lead source
Where it leaks

Where Final Expense Businesses Lose Work

Leads Called Back Too Late

A lead card comes back from a mailer and sits for a day. By the time you call, they talked to two other agents or forgot they asked.

First Drafts That Bounce

The policy is approved but the bank draft fails. If nobody calls to fix it, the policy lapses and the commission comes back out of your pocket.

Kitchen Table No Shows

You drive forty minutes and nobody answers the door. A reminder the day before would have saved the trip or moved the time.

What we would build

Fitted to How You Already Work

  • Callback Before the Lead Cools

    New leads get a friendly text in your voice right away and land on your board with their source. You see who has not been called yet at a glance.

  • Draft Date Watch

    Every approved policy shows its draft date. When a draft fails and you mark it, the desk puts it in a save lane so someone calls that day.

  • Appointment Reminders That Work

    In home and phone appointments get a reminder the day before with an easy way to confirm or move. Your route for the day is on your phone.

  • Consent and Access Set With You

    We set up consent, opt outs and who sees which book with you. Agents see their own leads, and you see the whole board.

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Questions

What Final Expense Owners Ask

Can it help me catch policies before they lapse?
Yes. You mark a returned draft and the policy moves to a save list with the reason and a callback date. You can see every policy at risk in one place.
Can my agents in the field use it on their phones?
Yes. Each agent sees their appointments, leads and applications on their phone. The screens are built for a quick look between visits.
Will it call leads for me?
It can text a lead back in your voice right after they reach out and put them on your board. The calling is still you or your agents. Consent and opt outs are set up with you before anything sends.
How long does a custom desk take?
Most businesses are running on their desk in about six weeks. A simple fit can be faster, and we tell you up front which one you are.
Do we own it?
Yes. The software, the data and the accounts are in your business name. Nothing of yours is ever held hostage.

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Tell Us How Your Final Expense Business Runs

We will tell you honestly what a desk fitted to it would take.

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