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)