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💡If lead is above 65 you need to be quicker in needs analysis (offer less coverage, bare bones to cover funeral, tailored to end of life expenses, that’s their true need).
If lead is below 55 (spend more time in needs analysis, may need more than just final expense).
</aside>
Hi {Lead name}, This is just {Your name} calling.
How’s it going today?
Great, if you RECALL, you requested more info on our website online looking for LIFE INSURANCE or final expense coverage. Does that ring a bell?
Great, the reason for the call today is I have a couple of quick questions just to possibly see if you even qualify. Is that fair enough? (Do you have a minute?)
If call is recorded:
Before we start, this call is being recorded for compliance and training purposes.
If not:
I do have your date of birth/age listed as _____, and I also have you listed as a [Smoker/Non-Smoker]. Is that correct?
I also see your State of residence is ______.
Thank you for verifying those details!
(NAME), before I begin, I want to give you my information. Go ahead and grab a Pen and Paper. Write down my Name _____ (spell it out)
My NPN is (your NPN).
I am just required to leave that information with you so you know who you’re speaking with. And with that information you’re actually able to go to your state’s website and verify me.