Qualification Scripts

Voicemail Script

Hi, this is [SETTER NAME] with Simple Insurance Services.

I'm calling because you showed interest in learning how to become your own bank and secure your financial future.

Would you like to learn more about how to become your own bank?

I will follow up with you again tomorrow, or you can give us a call back at (469) 436-6185.

Have a wonderful day.

Opening Statement

Hi, this is [SETTER NAME] with Simple Insurance Services calling on a recorded line. Is this [INSERT LEAD NAME]?

-- Wait for confirmation --

Hi [LEAD NAME],

I saw that you entered your info through an Ad regarding a safer way to invest money and get returns. Do you also want to learn how to become your own bank?

If YES:

What made you want to click on our ad?

-- Note Ad Feedback, then move to Qualification --

Qualification & Scheduling

*Qualify using the Qualifying Questions below:

Enter Lead Information

Prospects Email *

Date of birth

What is your primary goal with a IUL

Do you have an IUL?

Yes

Qualified *

Appointment Setter *

Additional Information

*when scheduling appointment:

Thank you for taking the time to answer our questions.

I’d like to schedule a time for you to meet with one of our consultants, who can walk you through how everything works.

I am looking at the calendar, and we have a few openings on [SUGGEST TWO DAYS], would either of those work for you?

-- Get response and select the appropriate day; Book for the soonest available time if possible --

Great, we can put you down for [DAY]. Now would you prefer a morning or afternoon appointment?

-- Discuss available times and select the appropriate time --

Excellent. To confirm, we have you scheduled for [INSERT DAY] at [INSERT TIME]?

-- Once confirmed, move to closing --

Closing Statement

Okay great! That's all the questions I have, and I have you booked for [DATE AND TIME]

I am going to pass this information on to the consultant you will be meeting with.

They are going to send a couple of reminders before the meeting, so be on the lookout for that.

Oh, and aside from a family emergency, do you mind letting us know if, for whatever reason, you won't be able to make the meeting?

-- Wait for confirmation --

Thank you! I hope you have a great day!

-- End the call --

Frequently Asked Questions

What is your address?

Hours of operations?