OUTBOUND SCRIPT
Introduction
Hey (Client’s Name!) [Pause to con rm Client’s identity]
Alex here (Good morning), I do understand you were recently interested in getting a quote for a life insurance poli-
cy. Here at Insurance Supermarket we would like to help you with that and provide you with a solution. Before we
begin please note we are on a recorded line.
Veri cation
I have your date of birth as (Month-day-Year). Is this correct?
**I will just need to ask your age please, How young are you?** Age Limit is 74 years and 11 months old. [Ask this
question only when you cannot con rm the Date Of Birth].
Thank you
I have your address as (13835 SE [South East] Powell Blvd [Boulevard])
And your Zip code as (97266) Correct?
Thank you!
Quali cation
Now (Client’s Name), in order to get you a customized quote I will just need to ask you a few questions please.
By the way you sound wonderful, what's your secret?
● Do you use oxygen or a nebulizer to help you breathe? Answer Must be NO, if YES, Disqualify
● In the past year have you had any major medical conditions like Cancer, any Heart conditions, Kidney, Liv-
er or Lung problems? Answer Must be NO, if YES, Disqualify
● Have you ever been diagnosed with Dementia, AIDS, HIV, or an amputation caused by disease? Answer
Must be NO, if YES, Disqualify
● Are you currently hospitalized or con ned to a nursing facility and/or do you require assistance with activi-
ties of daily living such as dressing, eating, bathing and toileting? Answer Must be NO, if YES, Disqualify
● Next I will need your Height. How tall are you (Client’s Name)?
Perfect, and do you weigh more than (read the minimum) pounds? Thank you, and do you weigh more or
less than (read the maximum) pounds? Must be in Weight Range. If outside range, Disqualify
Perfect! Great weight”.
Example: “6 Feet Perfect, and do you weigh more than 118 pounds? Thank you, and do you weigh more
or less than 339 pounds?
HEIGHT MINIMUM MAXIMUM HEIGHT MINIMUM MAXIMUM
(Feet) WEIGHT (lbs) WEIGHT (lbs) (Feet) WEIGHT (lbs) WEIGHT (lbs)
4’8’’ 72 205 5’9’’ 109 311
4’9’’ 74 212 5’10’’ 112 312
4’10’’ 77 220 5’11’’ 115 330
4’11’’ 79 228 6’0’’ 118 339
5’0’’ 82 235 6’1’’ 121 349
5’1’’ 85 243 6’2’’ 125 356
5’2’’ 88 251 6’3’’ 128 368
5’3’’ 91 256 6’4’’ 132 378
5’4’’ 93 268 6’5’’ 135 388
5’5’’ 96 267 6’6’’ 139 398
5’6’’ 99 285 6’7’’ 142 408
5’7’’ 102 294 6’8’’ 146 419
5’8’’ 105 302 6’9’’ 149 429
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(Client’s Name?), I am glad you are able to answer “No” to these questions. I speak to a lot of people who are
younger than you who answer “Yes” to one of these questions. Do you typically exercise or eat healthy?
Payment Information
Well (Client’s Name), all of the nal expense plans available are approved by your state to help people like your-
self protect their families from paying for a funeral or cremation out of pocket. So (Client’s Name), I am glad we are
speaking so we can share with you our exciting products customized just for you.
Now (Client’s Name), If you nd a plan that you want to take advantage of, do you have a valid method of pay-
ment like a Bank Account, Debit Card, or Credit Card that you could use to make monthly payments with? Must be
“Yes”, if ”No” Disqualify OR [Set Follow up if Client can provide VMOP at a later date].
Live Transfer
(Client’s Name), Thank you for answering my questions. Now I am going to introduce you to my co-worker who is
licensed in your state to give you a free quote and let you know how much coverage you could qualify for.
(Client’s Name), give me a brief moment while I connect us.
*[Keep the client engaged in conversation while waiting for the advisor. You will hear 2 beeps indicating that the
Advisor is now connected]
*While the advisor is joining the call:
- (Quali er) - We have our advisor joining the call now.
- (Advisor) - Good morning this is (Advisor’s Name) from the nal expense department! Who do I have the plea-
sure of speaking to today?
- (Quali er) - Hello, (Advisor’s Name), It’s (Your Name) and I have (Client’s Name) on the phone with us from
[Client’s State].
- (Quali er) - (Client’s Name), (Advisor’s Name) is going to be able to give you that quote and the amount of cov-
erage you are eligible for. I'm going to disconnect now, have a great day, goodbye! Hang up call.
DISQUALIFICATIONS
* If the customer is disquali ed from the process:
-If they are disquali ed because of age, height and weight or medical conditions:
“We are sorry, currently we are unable to assist you. Once we have a product that suits your needs, we will reach
out to you. Thank you for your time, have a nice day. Goodbye”.
- If they don’t have a valid method of payment:
“We are sorry, since you don’t have a method of payment, we won’t be able to proceed at this time. Since this is
ONLY a yes or no question I can call you back when you can provide it.”
(Set Follow Up)
OBJECTIONS
Why do you want to know my Age / Height and Weight / Medical Condition?
- Understanding these details gives a helping key to our advisor in identifying a best t for you.
Where are you calling from?
- I’m calling from Miami Florida and We are located at the Cambridge Innovation Center. 1951 NW 7th Avenue #600 Miami
FL 33136. Phone number 1844 940 1851
NOTES
* When addressing a Client, use the First name by itself or use Mr./Ms/Mrs with the last name E.g if Lead’s name is Peter John-
son, address Lead as either Mr. Johnson or Peter.
* If the client asks where you’re located, we always say “We’re located at the Cambridge Innovation Center in Miami Florida.
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