Final expense
The final expense CRM built around the phone
Final expense is a volume game: fresh leads, fast first contact, and a lot of dials. MiroView puts the dialer, the leads, the deals and the follow-ups in one screen so you spend the day talking to people, not switching tabs.
Work fresh leads in minutes, not hours
Leads arrive by vendor webhook, CSV upload (21 fields auto-mapped, duplicate phone numbers removed) or Google Sheets drip import. Each lead gets a time zone from its state, and the list sorts by who is best to call right now.
Dial 1 to 5 lines at once
Run the power dialer on up to five lines in parallel through your own Twilio numbers. The first person who answers gets you; the other calls drop. Caller ID prefers a number that matches the lead's state or area code.
Never lose a lead to silence
A 3-attempt No-Answer cadence runs automatically, with a voicemail drop in your own voice and a follow-up text carrying your booking link, so seniors who missed the call can pick a time themselves.
Know what each dial is worth
Set a weekly profit goal. MiroView subtracts your lead spend and works backwards to the calls, contacts, presentations and deals you still need, using your own close rate and average premium.
Commissions and drafts handled
Create the deal from the call outcome; carrier, product, AP and commission split carry through Submitted → Approved → Issued / Paid. Premium-draft reminders go out 24 hours before the carrier drafts to cut down on NSFs.
Pricing
One plan: $99 per month, every feature included, no setup fees, cancel anytime. Calls and texts run on your own Twilio account. See what's included.
Questions
What is the best CRM for final expense agents?
The best final expense CRM keeps the dialer, leads and deals in one place, because final expense is sold by phone at volume. MiroView combines a 1–5 line power dialer, lead import with dedupe, AI call summaries, commission tracking and premium-draft reminders for $99 per month.
Can I buy final expense leads inside MiroView?
Yes. The in-app lead marketplace sells final expense, mortgage protection, IUL, term and whole life leads, and purchases go straight into your dialer queue with the spend tracked against the AP it produces.
Does MiroView work for final expense call centers and teams?
Yes. Managers see each agent's connect, pitch and close rates side by side with the weak step flagged, plus team AP, leaderboards and role-based access.