Final Expense Short Script


Hi, This is …….. With Senior Benefits. How are you? That’s good to hear, I am doing well also. I’m calling to let you know of a new LOW COST Final Expense Insurance plan that has just been approved in your state. This “LIFE” insurance plan is designed to cover 100% of your funeral expenses. Our local agent can give you a call back in a few days and give you more information. Would you like to learn more about this new plan in next few days?


If YES Continue (If Not interested /YES Insurance One Rebuttal allowed)


1. Is mornings, afternoon or evenings good for a call back?


2. How old are you. (40-80)


3. What is your name? (Customer full name)


4. May I please verify your phone number.


Our local agent is an expert on this new plan and they will provide you with a quote and help you to better understand how this affordable plan can benefit you and your family. Thank you for your interest, have a wonderful day, good bye. Type your paragraph here.


* Rebuttals are the same as the long script

Auto Insurance Script


Good morning, my Name is (--------), with (----) how are you today? That is good to hear, my day at work is going well also. We are calling today to let you know that our company(s) has/have recently dropped auto insurance rates by 35% and we would like to provide you with a no obligation quote from one of our specialists. I only need to ask just a few quick questions. How many cars do you currently cover? Do you carry, full coverage or limited liability only? Who is your current insurance company?  IF same carrier DQ – Ok Great thank you that is all I needed, have a good day. May I ask how much you currently pay for your coverage? What is your first and last name? Would you prefer a call back in the morning afternoon or evening? Ok great our local agent will give you a call back in the next few days have a wonderful rest of your day.

#1 source for quality, affordable, exclusive final expense and auto insurance leads

 

Final Expense Long Script


Hi, This is …….. With Senior Benefits. How are you? That’s good to hear, I am doing well also. I’m calling to let you know of a new LOW COST Final Expense Insurance plan that has just been approved in your state of............... This “LIFE” insurance plan is designed to cover 100% of your funeral expenses. Our local agent can give you a callback in a few days and give you more information. Would you be interested in learning more about this new Low Cost “LIFE” insurance plan?


If YES Continue (If Not interested /YES Insurance One Rebuttal allowed)


How old are you. (45-85) (This is so he can determine the best plan for you)


1. What is your name? (Customer full name)


2. This new plan offers a few options for coverage, would you like to receive information on 5,10 or 20K.


3. Will this information on Burial Insurance be just for you or your spouse as well?


4. How old is your spouse?


5. If you do chose to take coverage, who would the benefit go to? All I need is the relationship such as a spouse, son or daughter?


6. Is mornings, afternoon or evenings good for a call back?


7. And one last thing, for security purposes we want to be sure that you know it is one of our agents calling you back. So may I ask, what is your favorite color?


Our local is an expert on this new plan and he will provide you with a quote and help you to better understand how this affordable plan can benefit you and your family. Please remember to expect a callback from <agent name> within the next few days about this Final Expense Insurance plan. Have a wonderful day.


QUESTIONS/REBUTTALS 


ASK WHERE THE AGENT IS LOCATED/YOU) We’re located in North Carolina , however we have 3000 insurance agents across the country that helps individuals like yourself find an option for low cost Life Insurance


NOT INTERESTED REBUTTAL ok but before you go these new affordable plans has just been approved in your state and almost everyone qualifies. Our agent (agent name) can give you a callback and give you more information would that be ok?


NOT RIGHT NOW REBUTTAL oh no, this is not for right now the agent will call you back within the next few days to review your options with you would that be ok?


ALREADY HAVE INSURANCE OPT. 1  Great, its good you're thinking ahead but the cost of funeral has increased over the years. would you like to learn more about possibly adding some coverage if it was affordable. Our agent (agent name) can give you a callback with more information would that be ok? ALREADY HAVE INSURANCE OPT. 2 (Cx Says they have Insurance) well, Its good to be ahead however all of our clients feel that every dollar is important these days. We would like show you some comparable plan that could save money and assure you that you are getting the best value for your dollar.


HOW DID YOU GET MY #  We usually get your information from online requests or senior databases MAIL?


ASK TO MAIL THEM SOMETHING unfortunately, I won’t be able to do that but when the agent call you back they will provide you with all the information you need.


WHERE CALLING FROM? Senior Benefits, we’re a division of US life


WHAT IS FINAL EXPENSE INS.  Final expense is a life insurance policy that covers burial expense and any other debts or obligations you may have.


HOW MUCH WILL IT COST? The policies are inexpensive and have only small monthly premiums. We’d love to set up a time for a specialist to call you back with the specifics.


NO INCOME/NO MONEY  I understand, that is the GREAT thing about this plan for many people it may cost less than $1 per day, do you think with your current budget you could afford that.


HEALTH PROBLEM  I'm sorry about that But that is ok, this new plan is approved to cover everyone regardless of Health conditions


OFFSCRIPT (FOR QUESTIONS YOU CAN'T ANSWER) my only job is to schedule a callback with one of our specialist so they'll be the better person to answer any questions you have


**Note: Questions 1 through 5 must be covered on all calls, ONLY use Additional Questions if someone States they already have Insurance


Final Expense Qualified Lead Criteria

 In order for a lead to be qualified the customer must be between the age of 45-85

 Customer FULL NAME is required.

 The customer must understand the purpose of the call.

 Must have a clear understanding that a licensed insurance will be calling them back to discuss final expense insurance.

 The script needs to be followed very closely. Getting far away from the script will cause the lead to be disqualified.

 All Leads must be submitted on the web form in order to be verified by QA Department