Twelve tools.
One tab.
Inbound calls, leads, SMS, quoting, your calendar and your book of business, in one CRM built for final expense agents and the agencies behind them.
Stop paying for
twelve tabs.
Most agents buy calls in one place, leads in another, text from a third app and track the book in a spreadsheet. Flobase pulls all of it into one workspace, around one client record.
FlobaseOne client recordThe whole CRM.
Not just the calls.
The workspace your agents live in. Every screen is rebuilt from the current portal with sample data.
Your month at a glance.
Inbound metrics, ROI, a performance calendar, weekly AP and your monthly target.
- AP, CPA and ROI up top
- Calls, connected, billed and sales
- Light or dark, your choice
Flip on. Take calls.
Pick your campaigns, check audio and go live. Buffers and dispute rules are shown up front.
- Campaigns and audio check
- Live calls, buffers and outcomes
Leads, in real time.LIVE
Order final expense leads and get them delivered as they come in, straight into the CRM.
- Real-time and aged leads
- Delivered straight into your CRM
Every text, one thread.
Two-pane conversations by campaign, plus drips that keep following up after the call.
- Campaign conversations
- Automatic follow-up drips
Every policy, tracked.
Submitted premium, policies, issued and the ROI on your lead spend, month by month.
- Submitted and issued policies
- Premium and lead-spend ROI
Callbacks don't slip.
Callbacks, appointments, submissions and meetings, synced with Google Calendar.
- Callbacks and appointments
- Meetings and submissions
Every call, on the record.
Status, talk time, buffer, disposition and recording, with disputes from the call itself.
- Recordings and dispositions
- Buffers and disputes
Quote without tab-hopping.
Carrier portals and e-apps in one place, an underwriting assistant and a final expense quoter.
- Carrier portals and e-apps
- Underwriting and final expense quotes
Know what's working.
Close rate, dispositions and spend by campaign, for one agent or the whole agency.
- Campaign spend and close rate
- Agent and agency performance
Say it right, every call.
Campaign scripts in sections, with tips and fields that fill in as you talk.
- Campaign-specific sections
- Tips and caller fields
Run the whole floor.
Agents, coaching and performance, together in one account.
- Agent management and onboarding
- Listen and coach
- Team leaderboard
Your logo, name and domain.
The whole platform under your agency brand.
- Your agency logo and name
- Your own portal domain
- Powered by Flobase
Track ROI.
Stay profitable.
See exactly what it costs to acquire a client, which vertical pays you back and where to double down. No more spreadsheets.
- Cost per acquisition by vertical and campaign
- Issued policies and commission tracked daily
- Profit per call, per lead and per source
- Know which campaigns to scale and which to cut
Performance
ROI Tracking
One wallet.
Every agent funded.
Load one agency balance, allocate to agents and watch spend, cost per sale and what is left in real time.
- Single agency balance with instant top-ups
- Per-agent allocation and auto-reload
- Live spend, CPA and refunds in one ledger
- Dispute a bad call and get credited back
Billing
Agency Wallet
Auto-reload onTeam and onboarding,
unified.
Recruit, license and manage your whole downline in one place, and track every recruit from contract to their first live call.
- Live org chart of agents and sub-agencies
- Onboarding pipeline from contract to live
- Referral links that auto-place new sign-ups
- Bookable onboarding slots and live progress
Agency Portal
Team
Invite agentInbound calls.
Buyers who dialed you first.
Consumer-initiated final expense calls, routed 1:1 to a licensed agent. Go live in four steps, billed only past the buffer, and your dialer is right there between calls.
Take Calls
Calls connect automatically from any campaign you selected, no answering needed.
Keep this tab open. Headset on: you'll be talking the moment a call lands.
“Hey, this is (Agent Name) with Final Expense Life Insurance. Who do I have the pleasure of speaking with today?”
“Perfect, (Client Name). I see you recently requested some information about final expense coverage. What's your date of birth?”
Tip: If they mention “free”, explain you'll find every senior benefit rate available to make it affordable.
“If you were to pass away today, who would be responsible for the funeral expenses?”
“Have you thought about whether you'd want to be buried or cremated?”
Tip: Let them answer fully. Mirror their pace and pause after questions.
· Open warm, upbeat tone, smile while speaking
· Confirm callback number before continuing
· Mirror their pace; pause after questions
The live transcript isn't on for this campaign.
Real Flobase Take Calls screens · sample data · masked numbers
Simple on purpose.
No surprises.
A call bills once it connects and clears its campaign buffer, never before.
Only on connect
No connection, no charge. Calls under the buffer are free.
Flat rate
One price per billable call. No per-minute meter.
Pause any time
Flip availability off and calls stop in seconds.
Nothing to lock into
No contracts or minimums. Fund what you want to take.
Do the math
before you dial.
Move the sliders to your own numbers. Everything recalculates live, using the same formula shown under the result.
policies/day = calls × conversion AP/day = policies × avg premiumcommission/day = AP/day × commission % lead cost/day = calls × cost per calltake-home/week = (commission − lead cost) × days
49 states.
Fourteen hours a day.
8 AM to 10 PM Eastern in every state except New York. You only get calls from states you're licensed in.
Lead Marketplace
The heart of Flobase. Buy leads your way, pick a lane and start dialing the same minute, with the CRM already wrapped around every lead.
Order Leads
Select your lead type, then the bucket to see available counts by state.
Nothing in your cart yet.
Real-time leads land in your CRM as they arrive, in a list called “Marketplace · campaign”.
10DLC-registered local numbers for calling and texting. Activity refreshed just now.
Real Flobase Order Leads screens · sample data
Three lanes.
Pick yours.
Real-time when you want the freshest intent, aged when you want volume, and an entry lane to test a new market.
Real-Time Leads
Exclusive leads that land the instant a prospect submits, phone-validated and never resold. Filter to your licensed states and start dialing.
Aged Leads
Filter by state and age and buy in bulk. Fuel for a power-dialing session without the real-time price tag.
$1 Final Expense
Entry-priced final expense leads to warm up your dialer, try a new state and scale what's working at the lowest cost to start.
Every lead lands
somewhere useful.
No exporting CSVs to a separate CRM. The moment you buy, the lead is in your workspace.
Lead manager
A dial-ready list with a power dialer, dispositions and retry rules.
Pipeline
Every lead from new to issued, on one board with notes and history.
Calendar + booking
Callbacks, appointments and an online booking link clients can use.
Team leaderboard
See who's dialing, booking and closing, ranked live across the team.
Dial your leads.
Text them automatically.
Load leads into the power dialer and reach them instantly. AI-written drips follow up while you dial, so no opportunity goes cold.
- One-click power dialer inside the CRM
- AI text drips that book callbacks automatically
- Two-pane SMS inbox with templates
- 10DLC-registered numbers and full call history
Leads
Power Dialer
DialingSee every agent,
and every policy.
Your whole downline, their production and your book of business in one view, by agent, sub-agency or the whole agency.
- Every agent and sub-agency in one org chart
- Production and AP by agent, live
- Your full book of business
- Licensing and onboarding status at a glance
Agency Portal
Agents
Your agency.
Your own system.
Run the whole Flobase platform under your brand, logo, name and domain, with contracting, campaigns, wallet and back office built in.
Dashboard
Welcome back, Agency Owner
All systems liveYour logo, name
and domain.
Agents log in at your address and see your brand on every screen, from the login page to texts and emails.
- Your logo, light and dark
- Your agency name on every screen, email and text
- Your own domain with SSL
- Branded login, emails and SMS sender
Settings
Brand settings
LiveEverything an agency runs on,
already wired.
No second contracting tool, no separate back office. It ships with your brand on it.
Contracting built in
Send, track and complete contracting for new agents inside your platform.
Your own campaigns
Run your own call and lead campaigns for your agents, on your terms.
Wallet & fund control
One agency wallet, per-agent limits, transfers and a full ledger.
Custom onboarding
Build your own onboarding steps, training and checklists.
Custom scripts
Write the scripts your agents run, per campaign, with live fields.
Agency back office
Staff, permissions, reporting and payouts from one control center.
One platform.
Three ways in.
No setup fees and no per-minute charges. Pay a flat monthly rate for the workspace, and fund calls only when you're ready.
Agent
Everything an individual closer needs to take calls, dial leads and track sales.
- Full CRM + dispositions
- Built-in dialer + SMS drip
- Inbound call routing
- 100 free call minutes / mo
- 10DLC & TCPA compliance
- iOS + Android apps (coming soon)
- Single user seat
Agency Owner
Run your entire agency from one tab. Onboard, control funds and manage your team.
- Everything in Agent
- Team onboarding & management
- Agency wallet & fund transfers
- Back-office control center
- Transfer leads to agents
- Add your own staff
- Dedicated agency account manager
White Label
Everything in Agency Owner, under your own name, logo, name and domain.
- Everything in Agency Owner
- Your logo, name and domain
- Contracting built in
- Your own call & lead campaigns
- Custom onboarding & scripts
- Full downline, production & book view
Calls and leads are funded separately from your wallet. Cancel any time.
Straight answers.
Is Flobase just a place to buy calls?+
No. Calls are the start. Leads, SMS, quoting, scripts, the calendar, call logs and your book of business all live in the same workspace.
Are the calls consumer-initiated and TCPA-minded?+
Yes. The consumer dials in after responding to an ad, and traffic is consent-first. There are no cold transfers.
Which products, hours and states?+
Final expense, burial and senior life. 8 AM–10 PM ET, every state except New York.
What happens with a bad call?+
Calls go through buffers and QC review. If one still isn't right, dispute it from its call log.
Can I run a whole agency on it?+
Yes. Invite agents and sub-agencies, track onboarding, and fund an agency wallet with per-agent limits.
Can I buy leads in Flobase?+
Yes. Order Leads has real-time and aged leads that land straight in your Leads list, ready to dial. See Lead Marketplace →
When am I charged?+
Only when a call connects and stays on past its campaign buffer. Missed and short calls do not bill.
Do I pay for calls that don't buy?+
Yes. A call that clears the buffer bills whether or not it closes. The buffer filters out the calls that never had a chance.
Are calls shared?+
No. Every call goes 1:1 to one agent and is never resold.
How do I control volume?+
Toggle availability, choose campaigns and set a daily cap. Calls stop as soon as you pause.
What does White Label cost?+
$199 a month. It includes everything in Agency Owner plus your brand, logo, name and domain.
Will my agents see the Flobase brand?+
Your agents log in at your domain and see your logo and colors throughout the app.
Can I run my own call and lead campaigns?+
Yes. Set up your own campaigns, control funding from your agency wallet and decide which agents get what.
Is there a free trial?+
White Label starts with a demo so we can set up your brand properly. Agent and Agency Owner plans have a one-week free trial.
What does the subscription include?+
The whole workspace: CRM, dialer, SMS, calendar, scripts, quoting tools, call logs and your book of business. Agency Owner adds team, wallet and back-office tools.
Are calls included in the monthly price?+
No. Calls are billed per billable call at the rate for their vertical, funded from your wallet. The plan includes 100 free call minutes a month.
When does a call become billable?+
After the caller stays on past the campaign buffer: 10 seconds for Short Duration, 30 seconds for Television and 1 minute 25 seconds for Social Media.
How does the free trial work?+
Agent and Agency Owner start with a one-week free trial. Cancel before it ends and you won't be charged. White Label starts with a demo.
Can I switch plans later?+
Yes. Start as an Agent, move to Agency Owner when you add a team, and to White Label when you want your own brand.
Are there setup fees or contracts?+
No setup fees, no contracts and no minimums. Cancel any time.
Your next buyer is already dialing.
Flip availability on for inbound, or load your dial list. Both live in one tab.
Welcome back, Agent
Inbound Metrics · This Month InboundOutbound
Balance
Monthly Target
Lead marketplace COMING SOON
Delivery feed Sample data
Closed deals AllIssuedPending+ Submit sale
| Client | Product | Premium | Status |
|---|---|---|---|
| Client A | Final Expense | $XX/mo | Issued |
| Client B | Burial | $XX/mo | Pending |
| Client C | Senior Life | $XX/mo | Issued |
| Client D | Final Expense | $XX/mo | Submitted |
| Client E | Final Expense | $XX/mo | Issued |
‹ › October 2026MonthWeekDayAgenda+ New event
AllInboundOutboundThis week
| Time | Caller | Talk | Status |
|---|---|---|---|
| Oct 7 · 3:21 PM | +1 ••• ••• 0201 | 6:42 | Qualified |
| Oct 7 · 2:40 PM | +1 ••• ••• 0202 | 4:15 | Qualified |
| Oct 6 · 1:12 PM | +1 ••• ••• 0203 | 0:08 | Not qualified |
| Oct 6 · 11:03 AM | +1 ••• ••• 0204 | 2:51 | Disputed |
| Oct 5 · 4:47 PM | +1 ••• ••• 0205 | 9:10 | Qualified |
| Oct 5 · 10:15 AM | +1 ••• ••• 0206 | 3:02 | Qualified |
Carrier links Portals and e-apps in one place
Underwriting assistant Start over
Inbound metrics This monthLast month
Dispositions 48 calls
Spend by campaign Amounts hidden in sample
Final Expense · Short Duration Campaign script
"Hi, this is (Agent Name) on a recorded line. Can you confirm your date of birth for me?"
"Perfect. I'm guessing you're calling so your family doesn't have to pay out of pocket for final expenses. Is that fair to say?"
Tip: confirm date of birth before moving to the next section.