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    Concerns: Final Expense Live Transfer Script

    Uploaded by

    Fortiter Fyspro
    This document provides a script for an agent to use when transferring a call about final expense life insurance. The agent obtains basic information from the customer such as their age, health status, and whether they have a bank account. They also ask which insurance benefit amount, $5,000, $10,000 or $20,000, the customer would like more information about. The agent addresses potential customer objections and concerns, and then transfers the call to the verification department while asking if the customer has any other questions.

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    Concerns: Final Expense Live Transfer Script

    Uploaded by

    Fortiter Fyspro
    4K views4 pages
    This document provides a script for an agent to use when transferring a call about final expense life insurance. The agent obtains basic information from the customer such as their age, health status, and whether they have a bank account. They also ask which insurance benefit amount, $5,000, $10,000 or $20,000, the customer would like more information about. The agent addresses potential customer objections and concerns, and then transfers the call to the verification department while asking if the customer has any other questions.

    Original Description:

    Final Expenses

    Original Title

    Final Expense New

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    This document provides a script for an agent to use when transferring a call about final expense life insurance. The agent obtains basic information from the customer such as their age, health status, and whether they have a bank account. They also ask which insurance benefit amount, $5,000, $10,000 or $20,000, the customer would like more information about. The agent addresses potential customer objections and concerns, and then transfers the call to the verification department while asking if the customer has any other questions.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    4K views4 pages

    Concerns: Final Expense Live Transfer Script

    Uploaded by

    Fortiter Fyspro
    This document provides a script for an agent to use when transferring a call about final expense life insurance. The agent obtains basic information from the customer such as their age, health status, and whether they have a bank account. They also ask which insurance benefit amount, $5,000, $10,000 or $20,000, the customer would like more information about. The agent addresses potential customer objections and concerns, and then transfers the call to the verification department while asking if the customer has any other questions.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    of 4
    At a glance
    Powered by AI
    The call script is for selling final expense life insurance policies. The agent asks questions to qualify potential customers and get their personal and financial details. Common objections and responses are also provided.

    The purpose of the call is to sell final expense life insurance policies that cover funeral and burial expenses.

    The agent asks questions about the customer's age, health conditions, financial decision making ability, bank account status, and preferred coverage amount.

    Final Expense Live Transfer Script

    This is <<Agent name>> and I’m calling you from Senior Care. How are you doing today?
    I’m calling to let you know of a new low-cost Final Expense life Insurance plan that has just
    been approved in the state of (Customer’s state). And I believe you are currently living in….
    (Customer state), Correct?

    This program is designed to cover 100% of your funeral and burial expenses. I just wanted to
    confirm since you are in the state of ….. (Customer’s state), what is your 5 digits zip code there?
    If yes,

    Great, In this new program almost everyone qualifies for a better plan with lower rates. I just
    wanted to confirm,
    1. How old are you?
    2. Do you make your own financial decision? (Must be YES)
    3. God forbid, I hope you are not suffering from any terminal illness, like Cancer, Heart
    Disease, Stroke, AIDS, Alzheimer, Dementia God Forbid? (Must be NO)

    4. And i just need a clear yes or no from you, not any details. Do you have any active bank
    account? Either saving or checking maybe?
    5. And one more thing sir/ma’am, if you come across a really good deal that you like, what
    plan do you think you would like to inquire about; 5 thousand dollars, 10 thousand or 20
    thousand dollars?
    Great, I’m all done on my part. Time to show you the rates now. I am going to connect you to
    my verification depart who will verify this information one more time to make sure I did my
    job correctly and he will assist you here on. Do you have any question before I transfer you?

    Great, Please stay with me on the line ok, I am connecting you now. Stay on the call

    Concerns
    Is this Life Insurance or Final Expense Insurance?
    Ans – Thank you for sharing that with me Mr. / Mrs. (Customer Name) but this Final Expense policy is a
    form of life Insurance.

    Why you asking Banking question


    Ans - Thank you for sharing that with me and that’s a great question Mr. /Mrs. (Customer Name) and the
    reason I am asking you this question is because most insurance companies give discounts to the clients
    who make payments through the bank.

    How much does it Cost


    Ans 1 - Thank you for sharing that with me Mr. / Mrs. (Customer Name) and that’s a great question, and
    I do want to let you know that the licensed agent will answer all your questions in the next couple of
    minutes and I Promise you.

    WHERE ARE YOU LOCATED?


    Thank you for sharing that with me Mr. / Mrs. (Customer Name), we’re located in the San Francisco Bay
    Area that’s in the state of California however we service the whole United States that helps individuals
    like you find an option for a low-cost Life Insurance Plan.

    HOW DID YOU GET MY PHONE NUMBER?


    Thank you for sharing that with me Mr. / Mrs. (Customer Name), we got your information from online
    requests or senior databases mail.

    Can you send me the information in my mailing address?


    Thank you for sharing that with me Mr. / Mrs. (Customer Name), Unfortunately, I won’t be able to do
    that but when the call is transferred to the License agent they will provide you with all the information
    you may require.

    WHERE ARE YOU CALLING FROM)


    Thank you for sharing that with me Mr. / Mrs. (Customer Name), Funeral Benefits, we’re a division of US
    life.

    Can you send me the quotes in the email?


    Thank you for sharing that with me Mr. / Mrs. (Customer Name), I am not an authorized person to do so.
    What I can do is, I can connect you with one of my licensed coverage specialists, he will give you the
    quotes and afterwards he will email you the quotes or any other information you may require. So, what
    coverage plan do you want to see information on?

    What is HIPAA

    The Health Insurance Portability and Accountability Act of 1996 (HIPAA) is a federal law that
    required the creation of national standards to protect sensitive patient health information from
    being disclosed without the patient’s consent or knowledge.
    Objection
    I am not interested in Final Expense Insurance
    Ans 1 – Thank you for sharing that with me Mr. / Mrs. (Customer Name), but just to clarify my thinking,
    why is it that you are not interested in setting up a Funeral policy and learning more about this
    information today, there is no obligation.

    Ans 2 - Thank you for sharing that with me Mr. / Mrs. (Customer Name), but before you go here is an
    affordable plan which has just been approved in your state and almost everyone qualifies, we do have
    license agent who can provide you more no obligation information about this plan, would that be okay ?

    Ans 3 - Thank you for sharing that with me and that’s a great question Mr. /Mrs. (Customer Name). I
    totally understand that but before you go can i say something?

    These new affordable plans have just been approved in your state and almost everyone qualifies. It's not
    like you have to sign up right away, just look at the plans, in case you find something that is affordable
    for you which can benefit you in the future? Go ahead otherwise there will be no obligations on your
    end and you can quit at any time, Okay?

    I already have Insurance


    Ans – Thank you for sharing that with me Mr. / Mrs. (Customer Name), It’s good that you already got the
    Insurance policy but you know the funeral cost now a days is increasing rapidly over the years, so would
    you like to probably add some coverage to your previous Insurance if it’s was affordable, we do have an
    agent who can give no obligation full information.

    I don’t have time right now


    Ans – Thank you for sharing that with me Mr. / Mrs. (Customer Name), If you can spare some time now
    we can hopefully come up with something very beneficial for you, I assure the time you will be spending
    over the call will be worth saving thousands of Dollars, else I can give you a call back at your convenient
    time to discuss about the same No obligation Final Expense Insurance plan and provide you information.

    I can't afford anything / I can't afford Insurance


    Ans - Thank you for sharing that with me Mr. / Mrs. (Customer Name), but we want to remind you that
    these special policies are designed for low income seniors that are on social security income.

    I can not qualify


    Ans 1 - Thank you for sharing that with me Mr. / Mrs. (Customer Name), and you know a lot of our
    clients believe they cannot qualify and they end up qualifying with maximum benefits.

    Ans 2 – Thank you for sharing that with me Mr. / Mrs. (Customer Name), these are non-medical policies
    and many people have different health issues and still they qualify.

    You guys are scam

    Ans – Thank you for sharing that with me Mr. / Mrs. (Customer Name), I am sorry you feel that way I am
    going to put you in our internal Do not call list, thankyou

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