Intro Text #1:

<aside> 💡

Hi (Clients first name), my name's (Your name). I'm the local field advisor for the life insurance you've recently inquired about. First step is just a quick 2-minute call so we can find you the most accurate pricing. Please feel free to book a call using my calendar link (Your booking link) Regards, (Your name)

</aside>

Intro Text #2:

<aside> 💡

Hey, (Client's first name), this is (Your name) from GFI. I'm reaching out regarding the life insurance inquiry you submitted on our website. I have some pricing options available for you. Would you have a quick 2 minutes to discuss these options?

Best regards, (Your name)

</aside>

LIFE 1.0 New Leads-Master

SMS1-Iteration

Hey {{contact.firstname}}, this is {{customvalues.agent_name}}, your Field Underwriter following up with the life insurance quotes you requested. I will call you later or I can ask you a few questions over text to get your offers -- are you ok with answering a few questions over text?

Reply “Stop” to opt out of texting.

SMS2-Iteration

Hello {{contact.first_name}}, I only need a few minutes to verify some information to get those quotes for you - it will take less than 4-minutes, I will call you later- unless text works better?

Or we can discuss at a time that works for you; here’s my schedule- {{triggerlink.a0LEjU2UhMgiqUim2wg8}}

SMS3-Iteration

{{contact.firstname}} this is {{customvalues.agentname}} again, I’m still trying to get those quotes over to you for

{{contact.face_amount}} -you ok with answering a few medical questions to get the best pricing?

SMS4-Iteration

Hey {{contact.firstname}}, I’m sorry, I’ve been buried with appointments this week and I didn’t want to drop the ball getting those quotes you requested over to you.

You good with a few health questions over text so I can get those over to you?