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)

Auto Insurance Script

       Auto Insurance LIVE Script



SCRIPT #1



Hi My Name Is _____ an I am with U.S.A Auto care.



How Are doing Today?



( WELL This Is Basically A Follow Up Call Regarding Your CAR INSURANCE  Because The Recent Drop Down For Your CAR INSURANCE Right Up to 35% So What We Are Doing Like We Are Providing You A New Some Discounted Quotes As For The Recent Drop Down For Your CAR INSURANCE 

Do I Have All Of The Information As Just I Called You I Just Ask You ONE SMILE QUESTION That Is If We Can Offer You Something Better & Cheaper Plans Compare To What You Paying/Got Right Now For Your CAR INSURANCE But With More Coverage & More Benefits (CUSTOMER NAME)  Will You Take It As An Option May Be Of course Not Right Now Like Down The Road In The Future May Be YEAH? )  



       IF YES! Move Forward To The Next Questions Below





SCRIPT #2







Hi My Name Is _____ an I am with U.S.A Auto care.



How Are doing Today?

Well,  I am Calling about Auto Insurance & I believe you do have insurance right?



1. so what i see you don\"t have any  DUI\"s Any Car Accident Or Any major violation on your car     with in last 3 years  right?

     Or

  Because/So The Best Thing I see About You MR/MRS (CUSTOMER LAST NAME) Which I Really Appreciate That Is Like In Last 3 Years You Never Had Any DUI\"S / DWI\"S Or Any SR-22 Or You Are Not Involved In Any Major Accidents Right?



(IF CUSTOMER HAD DUI\"s Or MAJOR VIOLATION -HANGUP)





 So As You\"re Save Drivers You Have Been Qualified For 35% Additional Discounts On Your AUTO INSURANCE



2. So  Can You Please Tell Me Which Insurance Company Are You With Right Now?

Like  GIECO, STATE FARM, FARMERS, PROGRESSIVE ?



3. How Long It\"s been You\"re Insured With (USE COMPANY NAME) ? (MUST BE INSURED MORE THAN 6 MONTHS)



4. What Kind Of Car Do You Have Right Now ? I Mean What\"s The Make, Year & Model Of Your Beautiful Car?



5. Which car do you drive right now? Which One Do you Have?

Like Chevy, Ford, Dodge?



6. Just For The Qualifying Purpose May I Know What\"s Your Age?



And   You Are Residing of State Of (USE STATE NAME) With Zip Code ________ Right?



I Have Your Last Name Is With Me Is _________ Right?

& How Do You Pronounce Your First Name SIR?



SO LET YOU GO THIS CALL IS MAY BE RECORDED FOR QUALITY ASSURANCE & WE CAN REACH YOU BACK ON A SAME NUMBER ON WHICH I\"M CALLING YOU RIGHT NOW IS IT CORRECT?  THAT\"S PERFECT!



So MR/MRS (USE LAST NAME)   Let You Go I Have A Licensed Agent With Me In The State Of (USE STATE NAME)  He Is A Licensed Guy In Your Local Area He Will Provide You A Quotes Right Away In A Same Call So I Just Need A Quick Few Minutes Of Your Precious Time Okay Just 60 Seconds Okay/Alright?



So Let You Go Before I Connect You I Would Like To Confirm You That



OPT IN-

 You agree to receive communications via live, autodial or prerecorded calls through email or text message from agents at the telephone number you provide and you know (Customer name) the best part is your consent is not required as a condition to purchase from these companies. That means (Customer name) no cost and no obligation That A Free Information For Your Future Savings  So I Hope You Understand This Part Yeah? 



So Just Give Me A Small Fever When My Licensed Agent PickUp Your Phone You Should Have To Tell Your FIRST And Last NAME Like Let You Go With (LAST NAME) And You Are Here For Free Cheaper Auto Quotes OKAY?



So Just Stay With Me On The Line For 1 To 2 minutes Not More Than That OKAY?



And You Don\"t Need To Press Anything  Let Me Handle IVR For You OKAY



Thank You Very Much!

FE XFER Script

     Final Expense XFER Script



Hi. This is …….. With Senior Benefits. 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>>.Itis designed to cover 100% of your funeral expenses. So our agent can give you more information about it.

Would you like to learn more about this new Low Cost “LIFE”/Final expense insurance plan?
If YES Continue

 (If Not interested /YES Insurance One Rebuttal allowed)

1.     How old are you?-Should be from 50-85yrs
 2.    If you choose to take coverage, who would the benefit go to?  All I need is the relationship such            as   spouse, son or daughter?
3. Would you prefer to receive information on 5, 10, or 20,000 in coverage?
4. Your best callback number is:
5. Your name I have here is:
6. Your address I have here is:
7.     Will this information on Burial Insurance be just for you or your spouse as well? –Anything Y/N 8.     Do you smoker or not?
 9.    Do you have active bank account?-Yes Only
 10.   If everything will be okay for you then are you interested to buy the policy today or within                   30days?- Answer should be clearly YES


Alright Mr./Ms. (Cx name) now I am going to connect this call with your licensed state underwriter who is waiting on the other side of the line so please don’t hang up the call let me connect the line with underwriter. Stay with me.

TCPA:
Now Insurance agents need your express permission to contact you if required so they can assist you
further to discuss a free price quote on Final Expense insurance and they may be using emails, sms, phone calls
and pre-recorded messages with automatic telephone dialing systems on the number we are talking on
now, even if the number is a wireless number or on any federal state do not call list and you do
understand that this consent is not a condition of purchase and that you may revoke this consent at any
time.
Answer must be YES

The TCPA statement must be read by agents and the consent of the customer must be Yes.



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 provide you all the info. Would that be ok?

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

it will just take your 5 to 10 quick minutes, so should I carry on ?

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 show some plans that could save you money so would that be ok?

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

Well,its 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 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, it’s a insurance marketing organization , we got 1000 agents across the country.

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
Note:
Questions 1 through 5 must be covered on all calls, ONLY use Additional Questions if someone States they already have Insurance.

Final Expense Qualified Lead Criteria

· In order for a lead to be qualified the customer must be between the age of 50-85

· Customer FULL NAME is required.

· The customer must understand the purpose of the call.
· Must have a clear understanding that a licensed insurance will be discuss with on call to about final expense insurance.
· The script needs to be followed very closely. Getting far away from the script will cause the lead to
    be disqualified.

· All Leads must be submitted on the web form in order to be verified by QA Department

FE XFER DIALER LOGIN HERE

Login For FE LIVE



FINAL EXPENSE LIVE   Dialer LogIn here   Click Hefre...    Active

DID For FE XFER : 7866678247   DEAD       Updated 28th, April,2020 ( 08:00 PM )
DID For FE XFER : 7472821893     ACTIVE    Net.7 
DID For FE XFER : 18775410056  ACTIVE   Updated 29th, April,2020 ( 03:00 AM )

 DID For FE XFER   : 8334153017   ACTIVE    (DID ONLY FOR FAHAD's Center)

ID's:

8877001
8877002
8877003
8877004
8877005


LogIn Password:  tr33scap

AGENT ATTENDANCE & LEADS FORMS

Health Insurance LeadGen Campaign


Health Insurance LeadGen Script & Rebuttals    Click Here...... 
Health Insurance Leads Form                              Click Here....  / https://tinyurl.com/ssc-leadsform
Health Insurace Leads QC Report                       SOON



Final Expense Live Transfer Campaign

Final Expense Agents LogIn Panel                  Click Here....    / https://tinyurl.com/ssc-login-panel
Final Expense XFERS Leads Form                 Click Here....    / https://tinyurl.com/ssc-fe-xfer-form

Health Insurance Script & Rebuttals

SSC - Health Insurance

(Script & Rebuttals)

Hello Good Morning / Afternoon!

This is ________ I am calling from US savings center. How are you doing?


The reason of my call is we are currently providing free health insurance quotes that can typically save you 30-40% versus what you are paying now and other traditional options and improve your benefits, do you currently pay for your own insurance? (transitioning question not a qualifier)

Would you like a no obligation quote to see if we can help to save some money? (Should be a yes)

Ok, couple quick questions:

• 1.     Are you currently Insured? (No Medicare or Medicaid) I Beleive You are not on Medicaid or Medicare
• 2.    What is your Age? (Should be between 26 - 64)
• 3.    Would you need a quote for Individual or Family)
• 4.    A licensed Agent would call you with in 24 - 48 hours. What's the best time for             them to call you back?

Morning       (Between     8 - 10 O Clock)  ?

Morning       (Between   10 - 12 O Clock)  ?

Afternoon    (Between    12 -  2 O Clock)  ?

Afternoon    (Between      2 -  4 O Clock)  ?

Evening       (Between      4 - 6  O Clock)  ?

TCPA DISCLAIMER

Mr. / Mrs. (Customer Name) in order for you to receive a no obligation quote, we need your expressed permission to contact you if required so we can assist you further. We may be using emails, SMS, Phone Calls and pre-recorded messages with automatic telephone dialing system at the number on which we are connected (Customer Number) even if the number is a wireless number or is on any Federal or State DO NOT CALL LIST, please reply YES to provide your consent. ( MUST BE YES )                                                                                                                                                                                                               Thank you so much for your time and patience Have a Great Day BYE.                                                                                                                                                           

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