In this article, we’ll explore what makes our Dig Agency CRM unique and how it can help you increase your earnings while selling final expense over the phone. We’ll cover the fundamental benefits of our CRM, answer some frequently asked questions, and guide you on how to get your own Dig Agency CRM.

What Exactly is a CRM?

If you’re unfamiliar with the term, a CRM (Customer Relationship Management) system is a software solution that helps you manage and organize the leads you purchase or generate. Operating without a CRM is like trying to drive a car without a steering wheel—you can do it, but it’s inefficient and may lead to failure.

For telesales agents, having a robust CRM is crucial for tracking lead information, scheduling follow-ups, and ultimately improving your close rates. While some agents may still rely on a simple phone and Google Sheets, this approach is not only outdated but also significantly limits your potential for success.

In the fast-paced world of final expense sales, you need a reliable system that allows you to operate at full capacity. That’s where our CRM comes in.

The Top Three Benefits of the Dig Agency CRM

Now that we’ve established the importance of a CRM, let’s dive into the top three benefits that set the Dig Agency CRM apart from the competition. In a saturated market, our CRM is specifically tailored to meet the needs of final expense telesales agents. Here’s why it’s unique:

1. Exclusive Integration with Kixie: The Ultimate Power Dialer

Our CRM features exclusive integration with Kixie, which is renowned as one of the most powerful dialing systems in the final expense telesales market. But what exactly is Kixie? Kixie is a service that automates your calls, allowing you to dial multiple leads simultaneously while also scrubbing against spam filters. This ensures that your calls have a higher chance of being answered and lead to meaningful conversations.

The challenge many agents face in final expense sales isn’t just handling objections; it’s getting people to answer their phones in the first place. By integrating Kixie with our CRM, we eliminate the clunky interface that often frustrates agents using multiple systems. This seamless integration allows you to maximize your productivity by dialing more leads, making connections, and ultimately closing more business.

2. Built Specifically for Final Expense Telesales

Unlike generic CRMs that attempt to cater to various industries, our Dig Agency CRM is designed specifically for final expense telesales agents. This means that everything from workflows to automated messaging is tailored to your unique needs, saving you the hassle of customizing a generalist system.

Our CRM has been tested and refined over months, with proven results. For instance, in April alone, our agents generated an astonishing $929,000 in annualized premium (AP) using the CRM. Imagine the possibilities when you leverage a tool specifically crafted for your niche—your success isn’t just a possibility; it’s a likely outcome.

3. Meet Grace: The Best AI Appointment Setting System

One of the standout features of our CRM is our AI appointment-setting system, affectionately named Grace. This isn’t just any ordinary AI; Grace is designed to communicate with your leads in a way that resonates with them. She mimics the natural speech patterns of our top-producing agents, enabling her to set appointments automatically and efficiently.

The significance of this AI capability cannot be overstated. More than ever, your ability to connect with leads via text message is crucial, especially when targeting older demographics who may respond differently than younger audiences. Grace takes on the laborious task of reaching out to leads, allowing you to focus on what you do best—selling insurance.

In May, Grace helped our agents book over 3,549 appointments from approximately 1,259 leads, resulting in a 25-30% conversion rate for appointments. If you’re generating a steady stream of leads, being able to convert 30-45 of them into appointments is an impressive feat.

A Seamless Experience: White Glove Onboarding and Support

If you’re concerned about the onboarding process or feel you’re not tech-savvy enough to navigate a new CRM, fear not! We offer a white-glove onboarding service designed to help you get up and running smoothly. You won’t have to worry about complicated setups or configurations; our team is here to guide you every step of the way.

Additionally, we provide immediate hands-on support from real people—no AI chatbots or waiting for the next available support agent. If you have questions or encounter challenges while using the CRM, we’re just a call or message away. Your success is our priority, and we’re committed to ensuring you have a positive experience with our system.

Frequently Asked Questions: Everything You Need to Know About Our CRM

Before we wrap up, let’s address some common questions we receive about our CRM:

1. What leads can I use with the CRM?
   You can use any leads you choose, but we highly recommend our Alpha lead program for optimal results. Just remember to ensure that your leads comply with TCPA regulations to avoid any legal issues.
2. I’m not tech-savvy. Can I get help?
   Absolutely! Our white-glove onboarding service is specifically designed for agents who may not be comfortable with technology. We’ll make sure you feel confident using the CRM.
3. Can I use this CRM if I’m not a Dig Agency agent?
   Unfortunately, no. Our CRM is exclusive to Dig Agency agents, as we’ve tailored it for your success in the final expense market. If you’re interested in joining us, now is the perfect time to switch.
4. What is the cost?
   For $97 a month, you can access the Dig Agency CRM. Keep in mind that there may be additional variable costs based on your usage of the AI texting and calling features, which typically range from $100 to $200 a month.

Conclusion: Elevate Your Telesales Game with the Dig Agency CRM

If you’re an agent working in the final expense space, leveraging our CRM could be the game-changer you’ve been waiting for. With the powerful integration of Kixie, AI appointment setting, and dedicated support, you’ll be equipped to maximize your productivity and close more sales than ever before.

If you’re ready to take your telesales to the next level, reach out today to learn more about how to get started with the Dig Agency CRM. The time to act is now—don’t miss out on the opportunity to transform your final expense sales process and increase your earnings! Thank you for tuning in, and I look forward to seeing you succeed!

Y’all take care!

Thank You For Reading

Thank you for reading. In addition to growing our team, my company also offers products and services to help independent insurance agents increase their production and profitability.

If You’re Looking to Join an Agency

The DIG Agency specializes in helping agents become top producers selling final expense life insurance 100% from home using our free lead system. We provide high-quality training, expert coaching, and the technology tools you need to succeed — whether you want to work part-time or build a full-time career.

As your skills grow, you’ll have the option to transition into a broker role, where you can buy your own leads, earn higher commissions, and even build your own team — all without any forced recruiting or MLM gimmicks.

If you’re serious about building a real career in final expense sales, visit https://www.davidduford.com to learn more. Watch the Overview Video on the homepage to see exactly how our system works.

If You’re Already an Agent and Want Better Leads and Tools

Whether you’re independent or already working with another agency, we can help you get more high-quality leads and streamline your sales process. Here’s what we offer:

• FE Leads Direct
  Order exclusive final expense leads at wholesale pricing through our done-for-you lead management system. These are the same leads our top producers work every day. Learn more at https://www.GetFELeads.com.

• DIG Dialer
  Designed for insurance agents selling any product, the DIG Dialer helps maximize your calling efforts. It’s the same dialer we use at The DIG Agency and has boosted our presentation rate by up to 300% compared to other dialers. If you want more presentations and more sales, visit https://www.digdialer.com for details.

• Final Expense CRM
  If you’re a final expense agent looking for a field-tested CRM to manage your leads and clients, check out Final Expense CRM. Designed specifically for remote sales, it features Grace AI to help pre-set appointments and automate follow-ups to increase your sales opportunities. Try it for free for 14 days at https://www.finalexpensecrm.com.

Wherever you are in your career — new agent, experienced producer, or independent broker — we’ve got the tools, training, and resources to help you sell more, earn more, and build the business you want.