INTRO
Hi <contact.name>, God Bless You! How are you today?
(Pause and let them answer)
Great, this is <your name> on a recorded line and I’m calling about the new state regulated insurance benefits that you requested and just need to verify your information that you submitted ..
<Pull up their CRM profile>
Just curious, What changed? I know you put <beneficiary.name> down as your beneficiary ..
Again, our job is to get the information to you and whatever you decide to do with that information is up to you.
I Don’t Remember
Just to confirm, you put your <favorite.hobby> and your <beneficiary.name>
<continue with script>
What is this for?
You requested more information on the new state regulated life insurance plans
<continue script>
That's a great question, My job is to setup your appointment with a licensed agent to get you that information.
I have <beneficiary name> as your beneficiary?
And you put <favorite_hobby> as your favorite hobby, Correct?
Awesome, thank you for verifying that information!
Health Screening
I just need to ask a few medical questions and that will give the underwriter an idea of what companies will approve you .. (no pause)
In the past 5 years have you had a heart attack, stroke, or cancer?
- Are you a smoker? Y/N
- Are you diabetic?
Awesome, that’s all I need on my end …
These phone consultations require 15-minutes on a recorded line with a state licensed agent to go over the new life insurance rates and benefits.
Let me pull up <agent.name> calendar to see what times are available.
That’s all on my end, Thanks and have a blessed day!
<SEND LINK TO CLIENT>
https://robertboyd.verifiedagent.us/about-me