TELESALES OUTBOUND SCRIPT

1. PHONE SCRIPT INTO PRESENTATION
Hi ____ this is Josh calling from the Benefits Center here in ____ County. The reason I’m calling
is because we received the request that you filled out online for information on the ___ State
life insurance programs.
You listed your Date of Birth as ___. Is that correct? Ok, I’ll have you off the phone in a sec. I
was just calling to let you know that we have processed your request. We are doing everything
virtually now so it only takes about 10 minutes. Go ahead and grab a pen and paper so we can
get this out of the way.
2. GET CREDIBILITY
I want you to write down my information:
-My name is Josh Williams
-My state Producer number is _____. With that number you can go to the Department of
Insurance website and type it in to find me. That way you know who I am. The state just
requires me to leave that with you.
3. POWER QUESTIONS:
• Are you home and sitting somewhere where you can write down some numbers for me?
• Do you have a good email that you can use while we are on the call if I send some
information over to you?
• Have you been trying to get this set up for a while now or am I the first person you’ve been
able to talk to about this?
• (Shoppers) Have you been getting declined for coverage or have you just not been able to
find a program that fits your budget?
• Do you currently have any active life insurance now?
• Have you ever had a life insurance policy before?
• Have you ever been declined for life insurance before?
• Are you working full time or are you retired? If on SSI : Ok and that’s being deposited into
your bank account like most people or do they put that on your direct express card?
4. EXPLAIN THE PROCESS
Now the way this works is very simple. I’m a licensed broker with the state. My job is to pull up
all of the options in the state of ___. Now everything is based on your age and your health. So
I’m going to ask you about 5 medical questions, and depending on how you answer those, it
will give me a good idea of which companies will decline you and which ones might approve
you.
Once we pull up some options for you, we will look to see which company is offering you the
best rate. And at that point we will submit an application to see if we can get you approved for
coverage. Unfortunately we can’t commit to anything today, because before you can buy the
insurance, you have to get approved for it first.
5. MEDICAL QUESTIONS (FINANCIAL INVENTORY SHEET)
6. FIND WHY
7. PITCH 2-3 OPTIONS

8. CLOSE
Now, like I said before. Unfortunately, I don’t make the final decision. The insurance company
does that. So we still have to submit your application to see if you can even qualify for this or
not. But if you are able to qualify, would you want to leave your family with $$$ or $$$?
Ok, I’ll try my best to get you approved. The application only takes about 5 minutes. I’ll pull that
up now. Have you tested positive for covid in the last 3 months?
Alright and spell your first name for me….(Complete the App)