Final Expense Script/ Call Trader

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Call Trader / Final Expense

Learning & Development

Hello (Customer name)? This is (Rep Name) from the Health Scout on a recorded line.

We're giving you a call because new and approved Life insurance benefits have recently changed in your area. We just want to make sure you have the most affordable insurance policy. I just have a few quick questions to see if you qualify.

1.- Are you between the ages of 60 and 85 years old? (Must be YES)If NO: Thank you for answering my question today. Thank you and have a great day. Courtesy Close. 2.- Do you currently have an active final Expense life insurance? (If Yes or No continue with the script).

Qualifying questions:

Well, these are NEW afforadable plans that have just been approved in your state and almost everyone qualifies. Most of the policies are inexpensive and may cost you less than a dollar a day!Would you like to compare final expense policies between 5 thousand to 50 thousand? or grater than 50 Thousand of coverage? (2 different policies: Final expense between $5,000.00 and $50,000.00 and Whole life greater than $50,000.00).

We are almost done here. Just to confirm. * I have your full name as (Customer Name), is that correct?* You currently live in the state of (Lead's State), is that correct?*And the best phone number to reach you is (Lead's Phone), correct?

Lead's Info Verification:

Alrighty! I see that you may qualify for extra pharmacy benefits like free home delivery, time-of-day packaging, automatic refills and ZERO co-payments. Do you take 6 or more prescription medications? (Must be a Yes). Great! Someone from ExactCare Pharmacy will call you back to tell you more about what you qualify for, ok? (Must be a Yes) Let's get you transferred over though.

Rx Pharmacy Survey

Prep for transfer

I have a licensed insurance agent in your area that I'm going to get you connected with. You're going to hear some ringing, that's just us getting connected. I'll do a quick introduction.. then I'll Leave you in good hands, ok?

This is 'Mary' with SmartMatch insurance on a recorded line, How can I help you?

Insurance agent take the call

Hello, my name is (Agent's Name) with The Health Scout on a recorded line, I have (Customer Name) on the line from the state of (Lead's State). Can you take the call from here? If yes: (Customer Name), they will continue to assist you. Thank you Thank you and have a great day!

IInitiate Transfer