The production dashboard built for Final Expense agencies.
Final Expense is a volume game -- you need to see the volume.
Final Expense insurance is sold through high-volume outbound activity: dials, appointment sets, and face-to-face or phone presentations. The difference between a thriving agency and a stalled one almost always comes down to daily activity numbers. Skarvo gives you those numbers by agent, every morning, pulled directly from your CRM. You see dials, appointments set, show rate, and close rate -- not at the end of the month when it is too late to course-correct, but the same morning it happens.
Catch coaching problems the same week they develop.
In Final Expense, show rate and close rate are the two numbers that separate top agents from average ones. When an agent's show rate drops, it usually means appointment confirmation needs work. When close rate drops while show rate holds steady, it usually means the presentation. Skarvo displays both metrics side by side for every agent, so you know exactly which lever to pull in your next coaching call instead of asking agents to self-report.
Track cost per acquisition when you are running leads.
Most Final Expense agencies buy leads -- Facebook leads, direct mail, telemarketed lists. Skarvo lets you enter your weekly ad spend and automatically calculates your cost per appointment and cost per close. You will know immediately whether your lead sources are profitable at your current close rate, and you can compare cost efficiency across different lead types by how your agents are tagging them in your CRM.
What Skarvo tracks
The metrics that matter for Final Expense agencies.
Dials per day per agent
Daily dials drive everything else. Low dials mean low pipeline regardless of close rate.
Appointments set per agent
The first conversion in the funnel. Low set rate points to phone skills, not lead quality.
Show rate
Final Expense no-shows are expensive. A low show rate is almost always a confirmation process problem.
Close rate
The ultimate measure of presentation quality. Compare across agents to identify who needs coaching.
Cost per appointment
With high lead costs, knowing your cost per scheduled appointment tells you whether a lead source is viable before you spend the full month.
Cost per close
The single number that determines whether your lead spend is profitable.
Built specifically for Final Expense agency owners.
Connect your CRM and see every agent's production — dials, show rate, close rate — by the next morning.