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Final Expense Lead Script

The script is for a sales call about a new low-cost final expense life insurance plan that covers funeral expenses. The representative asks if the person would be interested in learning more about the plan. If they are, the representative collects their contact information and details like age, beneficiaries, and coverage amount needed. They indicate a local agent will call back within a few days to provide a quote and explain how the affordable plan can benefit the person and their family.

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172 views

Final Expense Lead Script

The script is for a sales call about a new low-cost final expense life insurance plan that covers funeral expenses. The representative asks if the person would be interested in learning more about the plan. If they are, the representative collects their contact information and details like age, beneficiaries, and coverage amount needed. They indicate a local agent will call back within a few days to provide a quote and explain how the affordable plan can benefit the person and their family.

Uploaded by

solidtaken9900
Copyright
© © All Rights Reserved
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 Care Benefits. How are you?

The reason of my call is to let you know about a new “Low Cost” “Final Expense Insurance” plan
that has just been approved in 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. OK?

So would you be interested in learning more about this new Low Cost “LIFE” insurance plan?

If YES Continue

(If Not interested /One Rebuttal allowed only)

1. How old are you.


2. What is your name? (Customer’s full name)
3. Will this information on Burial Insurance be just for you or your spouse as well?
4. What is the best time to call you back, like morning, evening or afternoon?
5. Would you prefer to receive information on 5, 10, or 20,000 dollars in coverage?
6. If you choose to take coverage, who would the beneficiary? (Any relation)
7. For Quote purpose I need to verify your complete address.
8. And you phone number is ______
9. For security purposes what’s your favorite color/hobby?

Our local agent 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 within the next few days about this plan. Ok?

We will call you back even if your number is National or Federal Do Not Call list. Would that be
Ok with you?

Ok. Have a wonderful day.

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