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FE LeadGen KING'sOwn Script & Rebuttals

  Final Expense LeadGen Script

SCRIPT #02 :

Hi, this is HARRY With American Benefits. How are you Doing Today?

Hi, Good Morning/Afternoon/Evening

 This is HARRY With Senior Benefits. How are you Doing Today?

Actually The Reason We're Calling To Let you know That You May Qualify For A New LOW COST Final Expense Insurance plan This New Plan Is Designed To Cover All Of Your Of Your Funeral  Expenses OKAY?

So My Licensed Agent Give You A Call Back & Give You More Information

Would you like to learn about a new Low Cost “LIFE” insurance plan?

If YES Continue

 (If Not interested /YES Insurance One Rebuttal allowed) 

1. So What Is A Good Time To Give You A Call Back Like Morning, Evening Or Afternoon?

2. & May I Know How Old Are You? (Just To Get You The Bes Rates)

3. Will This Information For Your Spouse As Well Or Its Gonna Be Just For Your Self? (IF YES then ask Question No.03?)

4. How old is your spouse?

5. What Plan Would You Like To Get The Details Like On The Plan Of 5000, 10,000, or 20,000 Dollars In Coverage I Mean What Plan You Wanna See Like 5, 10 Or May Be 20?

6. If You Like The Plan Than Who Would Be Your Beneficiary Like Your Son, Spouse Or May Be Your Daughter? 

7. And one last thing, for security purposes we want to be sure that you know it is one of our agents calling you back.  So may I ask, what is your favorite color? 

8. I Believe You Do Have Checking & Saving Account Right ?  (MST BE YES)

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 from <<AGENT NAME>> On the same Number (786-745-5020) within the next few days about this Final Expense Insurance plan even if your Number is on National or Federal DO NOT CALL LIST.. OKAY? ( MUST BE YES)

Have a wonderful day.

NOTE: Confirm the Full Name, Address, Appt # and Phone No of the Customer before closing the Call.

QUESTIONS/REBUTTALS

NOT INTERESTED REBUTTAL (CX SAYS NOT INTERESTED/CAN'T DO IT RIGHT NOW 

OK Ma'am/Sir But Before You Go These New Affordable Plan Has Recently Announced In Your State And Almost Every Qualifies So My Licensed Agent Give You A Call Back & Give You More Information & Some Discounted Quotes OKAY?

NOT RIGHT NOW REBUTTAL (CX SAYS THEY CAN'T TALK RIGHT NOW/DO IT RIGHT NOW)

OH NO Ma'am/Sir This Is Not For Right Now My Agent Give You A Call Back To Give You More Information & Review Your Options With You When You're Free OKAY?

ALREADY HAVE INSURANCE OPT. 1  (CX SAYS THEY HAVE INSURANCE)

Oh Okay No Problem! Can I Ask You One More Thing If You Don't Mind? (IF YES)

Thank You So Much Ma'am!

Actually You Do Have A Final Expense Plan That's Really Great It's Good You're Thinking Ahead Right?

So The Thing Is I'm Not Asking You To Change Your Insurance Plan I'm Asking One Of My Insurance Expert Will Give You A Call Back To Show You All Of The Discounted Quotes & First Of All You Have To Check The Rates If You Like It You Can Take It If You Don't Like The Rates Leave It I'm Not Asking You To Buy This Insurance Right Away On The Same Call OKAY?

Great, its good you're thinking ahead but the cost of funeral has increased over the years. would you like to learn more about possibly adding some coverage if it was affordable. Our agent (agent name) can give you a callback with more information would that be ok?

ALREADY HAVE INSURANCE OPT. 2  (Cx Says they have Insurance) 

well, It’s good to be ahead Ma'am however all of our clients feel that every dollar is most important these days in this Covid-19 Situation Right?.

So We would like show you some comparable & Discounted plans that gonna save your money actually

So Not Right Now May Be In A Few Days My Licensed Give You A Call Back And Give You Some Cheapest Quotes How's That Sounds To You?

NOT RIGHT NOW

Sir/Ma'am I Know You're Busy But This Is Not For Right Now May Be In A Few Days My Agent Give You A Call Back To Just To Review Your Options With You Okay?

XFER LINE To Supervisor

Ma'am/Sir Can You Give Me Favor Please? (IF YES)

Thank You So Much The Thing Is I'm New Here On This Job So I've My Supervisor With Me He'll Just Setup A Call Back For You And Assist You More OKAY?

FINAL EXPENSE LEADGEN SCRIPT (2021)

 Final Expense Lead Script (June 29th 2021)

Hi, this is …….. With Senior Care. How are you?

I’m calling to let you know of a new LOW COST Final Expense Insurance plan that has just been approved in your state <<STATE ON DIALER>>. 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.

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

If YES Continue

 (If Not interested /YES Insurance One Rebuttal allowed) 

1. Can I ask you, how old are you? (mentioned in the comment box) (This is so he can determine the best plan for you)

2. Will this information on Burial Insurance be just for you or your spouse as well? (IF YES then ask Question No.03?)

3. How old is your spouse?

4. Is mornings, afternoon or evenings good for a call back?

5. Would you prefer to receive information on 5, 10, or 20,000 in coverage? 

6. If you chose to take coverage, who would the benefit go to?  All I need is the relationship such as a spouse, son or daughter?  

7. And one last thing, for security purposes we want to be sure that you know it is one of our agents calling you back.  So may I ask, what is your favorite color? 

8. Do you have Checking & Saving ?  (MST BE YES)

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 from <<AGENT NAME>> On the same Number (786-745-5020) within the next few days about this Final Expense Insurance plan even if your Number is on National or Federal DO NOT CALL LIST.. OKAY? ( MUST BE YES)

Have a wonderful day.

NOTE: Confirm the Full Name, Address, Appt # and Phone No of the Customer before closing the Call.

QUESTIONS/REBUTTALS

WHERE LOCATED? (CX ASK WHERE THE AGENT IS LOCATED/YOU)

We’re located in Florida; however we have 3000 insurance agents across the country that helps individuals like yourself find an option for low cost Life Insurance

NOT INTERESTED REBUTTAL (CX SAYS NOT INTERESTED/CAN'T DO IT RIGHT NOW 

ok but before you go these new affordable plans has just been approved in your state and almost everyone qualifies. Our agent (agent name) can give you a callback and give you more information would that be ok? 

NOT RIGHT NOW REBUTTAL (CX SAYS THEY CAN'T TALK RIGHT NOW/DO IT RIGHT NOW)

oh no, this is not for right now the agent will call you back within the next few days to review your options with you would that be ok?

ALREADY HAVE INSURANCE OPT. 1  (CX SAYS THEY HAVE INSURANCE)

Great, its good you're thinking ahead but the cost of funeral has increased over the years. would you like to learn more about possibly adding some coverage if it was affordable. Our agent (agent name) can give you a callback with more information would that be ok?

ALREADY HAVE INSURANCE OPT. 2  (Cx Says they have Insurance) 

well, It’s good to be ahead however all of our clients feel that every dollar is important these days. We would like show you some comparable plan that could save money and assure you that you are getting the best value for your dollar.

HOW DID YOU GET MY # (CX ASK HOW YOU GOT THEIR # INFO

We usually get your information from online requests or senior databases

MAIL? (CX ASK TO MAIL THEM SOMETHING)

Unfortunately, I won’t be able to do that but when the agent will call you back they will provide you with all the information you need.

WHERE CALLING FROM? (Cx Ask where YOU ARE CALLING FROM)
Senior Benefits, we’re a division of US life

WHAT IS FINAL EXPENSE INS. (EXPLAIN THE INSURANCE IN MORE DETAIL)

Final expense is a life insurance policy that covers burial expense and any other debts or obligations you may have. 

HOW MUCH WILL IT COST? (Cx asks about cost..)

The policies are inexpensive and have only small monthly premiums. We’d love to set up a time for a specialist to call you back with the specifics.

NO INCOME/NO MONEY (Cx says they can't afford etc..)

I understand, that is the GREAT thing about this plan for many people it may cost less than $1 per day, do you think with your current budget you could afford that.

HEALTH PROBLEM (CX SAYS THEY HAVE HEALTH PROBLEMS OR THEY CAN'T GET INSURANCE)
I'm sorry about that But that is ok, this new plan is approved to cover everyone regardless of Health conditions

OFFSCRIPT (FOR QUESTIONS YOU CAN'T ANSWER)

my only job is to schedule a callback with one of our specialist so they'll be the better person to answer any questions you have

Final Expense Qualified Lead Criteria 

• In order for a lead to be qualified the customer must be between the age criteria i.e. mentioned in the comment box.

• Address of the customer should be properly verified.

• Apartment number should be asked. 

• Any questions which are not in the script if asked Lead will be considered Rejected.

• Any off topic discussions with the customer Lead will be considered rejected.

• Any Other language then English in the call, lead will be considered rejected.

• All Questions should be asked clearly Customers age must be asked instead of verification otherwise lead will be considered rejected. 

• Customer must understand that it is a Final Expense Insurance plan which covers Burial expense.

• More than one rebuttal will take the lead to rejection in any scenario.

• Customer must be aware of the Call back agents name.

• Customer Full name should be properly asked.

• Any Promising statement will make the lead rejected.

• The script needs to be followed very closely. Getting far away from the script will cause the lead to be disqualified.

• All questions are compulsory.

• If information mentioned in the comment box should be followed strictly.

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FINAL EXPENSE XFER SCRIPT

 Final Expense Live Script 

Hi Good Morning/Afternoon

This is JAMES with health enrolment center How Are You Doing?

Actually the reason we are get in touch with you today that you may qualify for a new low cost benefit which include 100% of your funeral expenses for seniors who are above 50 years old  and for those who are below 64 we have new free program where government can add subsidies for your health coverage where you can get free benefits so may i know how old are you? 

are you above 50 or under 50?

Oh great!

UNDER 64 AGE.

So great mam/sir you may qualify for a new health care program where you can get free health benefits from the government so do you want to see the options for your self?

(if customer says yes )

1.so mam how old are you?

2.Are you covered already?(if yes then asked)

A. You want to change if we can get you free benefits from your health coverage where you dont have to pay any monthly premium for your health coverage OKAY?

3.So are you on medicare or not yet?(if yes)

A. Sorry mam/sir forget health benefits i got best medicare plans for you according to your age Alright!

SO sir/mam i have my speciallist his name is HARRY KING he will call you back within next 24 to 48 hours and assist you with the best quotes.

(IF NO)

4. Are you currently pregnant (only ask if they are under 45)

(IF NO).Okay we ask that because some plans wouldn't cover that pre-existing condition.

5. So  what's your annual income? (must be less then 50000$ a year if more then drop the call)

6. Do you have 10 to 15 minutes to talk with the specialist to get the plan?

( if customer says no so don't transfer )

(IF YES)

Perfect now i am going to connect you with the specialist to find the best policy for you in suitable price and may be you get for free but before i go just want to make sure yo know there is no obligation to provide any consent to purchase any products or services. 

  "By Saying YES You Must Agree To Receive information from my licensed agent who is going to give you discounted quotes right away on the same call and you dont have any right to override him even if your number (786-232-5467) is on national or state do not call list.

Dialer Link

dialer6.thenvisage.com

FE Requested Quote Script

Q UALIFYING Script


Good  morning / afternoon,  this is from Assuralife for (state) citizens. How are you
doing today?
I'm calling you because you recently requested a quote regarding our plans for seniors that have been able to help cover the cost of their funeral expenses. Were you calling for yourself or another loved one??? Self/ Loved one.

GREAT!!! Before continuing, I would like to inform you that all calls are recorded for quality and training purposes...

And just to confirm, I am speaking with today?
- Okay perfect!

Now if we get DISCONNECTED, I can reach you back at ? Yes - Okay!

And what state do you currently live in?
Ohhh, I heard it's beautiful out there!

Because we will be tailoring a plan specific to your needs, may I have your age?



- - How young are you Mr./Mrs. ?  
- - - yrs old  
- - You sound great! What’s your secret?  

4. Mr./Mrs. , is there an email address you would like to place on file with us today?
Yes or No (move forward)

(Clients Name) due to the Health Information Privacy Act I'm required to speak to the person who makes your medical and financial decisions, would that be you?

IF YES CONTINUE TO NUMBER 6.
IF NO - Are they available now?
IF NO - What would be a good time to call back? - (set callback do not continue)

Now, in order to qualify you for the additional discounts and savings we provide to our seniors, we do ask that you have an active checking or savings account with a local bank or credit union. These special benefits start as low as $1 per day or $30 to $50 per month and all of the top companies do their billing through the banks or credit unions and provide you a discount for setting up your plan that way. I don't need any personal information from you, just a simple yes or no.
Do you currently have an active checking or savings account with a local bank or credit union?
-
No! - That is one of the qualifications you must have to speak with the agent, so they can set a plan up for you. When do you think you would be able to get a checking or savings account set up, so that we may call you back to receive this quote?
Yes! - Great!

(Client) I am going to ask you a few medical questions, without getting too personal, all I need is a simple yes or no to determine the level of benefits you qualify for.

Have you ever been diagnosed with a terminal illness?
IF YES STOP - We are unable to insure anyone with a terminal illness diagnosis.
IF NO CONTINUE



Are you currently hospitalized?
IF YES - When are you being released? (we can still get that person coverage)
IF NO CONTINUE



Great, now I know you have some questions because you need to know what your benefits are, so what I'm going to do is transfer you to a licensed field underwriter for the state of .


DISCLAIMER: They're very nice people who won't take up too much of your time. They will explain exactly who they are, and exactly how the plan works that you qualify for. This call may override any federal or state do not call list that your number might be on. Would that be OK?? (TAKE OK)