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Final Expense Lead Script

This document is a script for selling final expense lead insurance policies over the phone. It outlines questions the caller should ask to gather key information about the potential customer's needs and eligibility, including their age, existing coverage, preferred payment plan, contact details, and best time for a follow up call. The representative promises to have a local agent call back within 48 hours to provide a quote and additional policy details.

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3K views

Final Expense Lead Script

This document is a script for selling final expense lead insurance policies over the phone. It outlines questions the caller should ask to gather key information about the potential customer's needs and eligibility, including their age, existing coverage, preferred payment plan, contact details, and best time for a follow up call. The representative promises to have a local agent call back within 48 hours to provide a quote and additional policy details.

Uploaded by

allrounder fight
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Final expense lead script

HI, THIS IS ___________ WITH SENIOR BENEFITS. I trust you’re doing well today?
The reason of my call is to let you know about our NEW LOW COST FINAL EXPENSE INSURANCE PLAN
which is designed to cover 100 % of the Funeral Expenses. Not today but within couple of days one of our
local agent will give you a callback and provide you with more information and a Quote.
Would that be okay?
I am not asking you to buy anything or signup right away. What I am saying is that one of our
specialists will give you a callback within couple of days and provide you with more information.
Sounds good?

1. What is a good callback time like Morning, Afternoon or Evening?


Office (8am-7pm) Morning =8am-11:59 am, Noon = 12:00 pm-4:59 pm, Evening = 5:00pm-7:00pm
2. How old are you? (40 to 85)
Just to check your eligibility
3. If you choose to take coverage who would be your beneficiary like your spouse, son or daughter?
4. We have three coverage plans like 5000$ plan, 10,000$ plan and 20,000$ coverage plan. On which
plan would you like to see more information on? If not sure
The policies are inexpensive and have only small monthly premium, my expert will give a callback in
few days and he will give you information on them and you can choose the best one.
5. Do you use savings account or checking account or do you use both? IF NO. Do you use American
Express debit card or master card?
I am just asking this for the information reference, I don’t need your bank details, just need to know
that if you use a bank account (so do you use a bank account)?
6. Are you a Smoker or a Non-Smoker? (non smoker can get more benefits)
7. Do you already have final expense coverage for your funeral expenses? IF YES
If my company can offer you better insurance policies and much affordable monthly premium would
you consider us as an option?
8. If you like what we offer how soon you would like to start this policy? like in a couple of days, in a
week or in a month.
9. How do you pronounce your last name, How do you pronounce your first name? And I believe
you’re still residing at (ADDRESS), (Zip Code down there is …………)

We usually get your information from online requests and senior database

We will be sending you the information on mail so what is your address


10. For Callback reference what is your favorite color like Black, Red or Blue?
That’s all from my side.
Disclaimer
Within the next 24 to 48 hours one of our local agents will give you a callback and provide you more
information about our funeral expense insurance. OK?

Thank you so much for your time and have a good day .Bye

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