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Agents-script2022

The document is a script for a phone call from US Insurance Advisory offering a free quote for Final Expense Protection insurance. It outlines the benefits of the insurance, including lifetime coverage without a medical exam, and lists the questions the caller needs to ask the potential customer. The script also includes a consent statement for contacting the customer despite being on a do not call list.

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boomerz714224
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Download as PDF, TXT or read online on Scribd
8 views

Agents-script2022

The document is a script for a phone call from US Insurance Advisory offering a free quote for Final Expense Protection insurance. It outlines the benefits of the insurance, including lifetime coverage without a medical exam, and lists the questions the caller needs to ask the potential customer. The script also includes a consent statement for contacting the customer despite being on a do not call list.

Uploaded by

boomerz714224
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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Hello, may I speak with Mr. or Mrs. ____________.

My name is ________. I'm calling from US Insurance Advisory. The reason of my call is to provide you
with a FREE No Obligation QUOTE for Final Expense Protection that can benefit you and your family in
times of need.

Did you know that Final Expenses Life Insurance is designed to protect your family from having to pay
for the costs associated with burial and those final expenses that need to have the funds for right away?

The best part about this deal is that the COVERAGE IS FOR A LIFETIME and you don’t need a medical
exam.

All I have to do is to ask you a few questions and later on I'll transfer you to CERTIFIED Final Expense
Representatives that will provide you with a NO OBLIGATION QUOTE. And that Representative will
answer all questions you may have as well.

• I have your full name as: ______________

• And your address is: _________________ , and this is not a nursing home or a hospice correct?

• The best number to reach you is: ___________________


• Please confirm your Date of Birth
• Please confirm your Age

• Do you have any medical conditions like in use of an oxygen, wheelchair or walker (Must be a
NO)

• Do you have a valid checking or savings account of good standing? [Must be a YES] [If no, how
about social security direct express card? [Must be a YES]

• Have you ever been declined an offer/plan for final expense due to medical reasons?

• Just to confirm do you make your own financial decision? [Must be a YES]

• Do you have 10 to 15 mins to talk to Licensed advisor? [Must be a YES]

The last thing that I have to do is to transfer you to our Final Expense representative to go over the Free
No Obligation COMPETITIVE, okay

Let me read a quick consent for you, it says


“By speaking to our live representative, you agree to our privacy and policy, that you recently opted in
and consented electronically to be contacted and authorize us and the insurance agent to be contacted
even if your no on a do not call list, please say yes

Yes

Once the customer agrees then transfer the call to the agent and introduce the customer to advisor with
Name, Phone number and Zipcode

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