About the daily

The Final Expense Stack is written for final expense and senior-market insurance agents who live and die by the phone. We review the calling platforms, lead-management tools, and workflow software that agents rely on to work leads efficiently and stay compliant. Every option is evaluated on speed to connect, ease of use for a one-person or small agency, and value per premium dollar written.

The editor

Marcus Delaney reviews calling and lead-management technology for senior-market insurance agents. He scores each tool on connect rates, workflow fit for field and phone-based agents, and total cost relative to policies written.

Marcus Delaney · Reviews Lead