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    FEopen

    Uploaded by

    Mary Fretz Mayormita
    This script outlines a phone call from an agent offering final expense insurance to cover funeral costs. It provides details on gathering customer information like age and health issues. The agent then looks to transfer the potential customer to a licensed agent to discuss specific coverage plans.

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    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd

    FEopen

    Uploaded by

    Mary Fretz Mayormita
    278 views2 pages
    This script outlines a phone call from an agent offering final expense insurance to cover funeral costs. It provides details on gathering customer information like age and health issues. The agent then looks to transfer the potential customer to a licensed agent to discuss specific coverage plans.

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    FEopen (2)

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    This script outlines a phone call from an agent offering final expense insurance to cover funeral costs. It provides details on gathering customer information like age and health issues. The agent then looks to transfer the potential customer to a licensed agent to discuss specific coverage plans.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    278 views2 pages

    FEopen

    Uploaded by

    Mary Fretz Mayormita
    This script outlines a phone call from an agent offering final expense insurance to cover funeral costs. It provides details on gathering customer information like age and health issues. The agent then looks to transfer the potential customer to a licensed agent to discuss specific coverage plans.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    of 2

    FE-Calling

    Script

    Hi, thisis withFinal ExpenseBenefits.

    I am calling to inform you about a New LOW-COST Final Expense program recently approved in
    yourState.Thisprogramwillcover100%ofyourfuneral,burialand Cremation expenses so that you or your
    loved ones do not have to worry about i twhen the time comes. Can please provide me with your email
    address if you have one to send you more information?

    I would like to go over the coverage that you could be getting ok?CustomermustAgree

     How old are you and what is your DOB? Or I can see your DOB as June 1 st,
    1960thatmakesyou60years’youngisthatcorrect?
     VerifytheZipandState
     Are you looking for Final Expense insurance coverage for yourself or for a loved one?
     Howmuchcoverageareyoulookingfor?
     God, for bid do you have any major health issues like(CHF,Heart attack,Dementia,
    Cancer,AIDS)?
     Are you currently insured with or recently been quoted by Gerber life in the last 3months?
     In case if you LOVE the rates and coverage do you have any valid method of payment like
    (saving,checking,creditordebitcard)?

    Great, that is all the information I needed to verify. I have my licensed agent from your State
    waitingon the other line please confirm that you have a few minutes to speak to him so we can show
    you the coverage plans within the samecall.

    Final Expense Rebuttals

    I can’t afford insurance.

    -Many people on fixed incomes think that. That is why we partnered with an agency that
    quotes the MOST affordable plans for people like yourself. Besides, there is no cost to
    receive our quotes and it is very important information.

    I already have an insurance plan.

    -Do you have a term plan or a whole life plan?

      -If term, inform them that this type of plan will go dramatically up in cost, and then
    cancel, and insist that they need a whole life plan to protect themselves and their
    families. 

      -If Whole Life: That’s great! I’m glad you’ve thought about protecting your family. We
    have found that lots of Medicare recipients are over-paying for their coverage, and we
    want to give you the peace of mind of knowing you are saving as much money as you
    can. Let’s get a licensed agent to assist 

    I don’t have time.

    -This is actually a really quick process. Since we have spoken before, I have most of the
    information I need and I can get the licensed agent on the line right now.

    Types of Insurance 

    Term: plan will cancel around 80 or 85 usually and even before then it will go up in price.
    If someone says they have term sound concerned and transition to telling prospect that
    you want to get them free info and quotes for something that will never go away and
    never change in price. Be insistent that you just want to help get them info that they can
    atleast think about so they get in the right kind of plan for their FAMILIES!! 

    Whole Life: be excited for the prospect and let them know that they are in the right kind of
    plan. Ask how long they have been paying into it. If its been more than 5 years explain
    there is a large cash value that has built up in the plan. Explain you want to get them info
    on how to acess that money and hopefully get into a cheaper plan at the same time!! 

    Using these rebuttals will make you sound knowledgeable and concerned. Also we just
    want to get them FREE info and FREE quotes. We are not selling them the policy that is
    up to the agent!!

    NEEDAVERBALCONFIRMATION(OK,YES,ALRIGHT,SURE)FROMTHECUSTOMER.

    TCPA

    Before I do that, for quality assurance purposes - I need to confirm that you agree to receive
    information via live, autodial or through email and text messages from our licensed agents at the
    telephone number you provide. This communication will override any State or Federal Do Not
    Calllist you maybe on? ANSWERMUSTBEYES

    Transfer Scriptpart MUST BE READ ON EVERY TRANSFER

    I haveMr.Mrs. with me from the state of . &his/her DOB .


    Mr./Mrs. this is One of our specialists who will help you.You both have a great day.

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