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!