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Elite Pre Approach Script V2.0

The document outlines a pre-approach script for a call from a Premier Relationship Manager at Max Life Insurance to customers who have purchased an online policy. The purpose of the call is to educate customers about the claim settlement process, update KYC details, and discuss their financial goals and insurance coverage. The script also includes a proposal for a follow-up meeting to further assist customers with their financial planning and investment strategies.

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quintongarrett121
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8 views2 pages

Elite Pre Approach Script V2.0

The document outlines a pre-approach script for a call from a Premier Relationship Manager at Max Life Insurance to customers who have purchased an online policy. The purpose of the call is to educate customers about the claim settlement process, update KYC details, and discuss their financial goals and insurance coverage. The script also includes a proposal for a follow-up meeting to further assist customers with their financial planning and investment strategies.

Uploaded by

quintongarrett121
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Pre Approach Script

Introduction:
Hi Sir/Mam, Greetings of the Day, I am …….calling from Max Life Insurance, am I speaking to Mr/Ms……
Is this the right time to talk to you? If Yes,……
Thank you. As you have bought a Online Policy from Max Life Insurance, I am delighted to share with you that Max Life Insurance has started an engagement
program with all customers who have bought an online policy and I have been appointment as your Premier Relationship Manager for this Policy.
The purpose of this program is to engage with our customers and share with them updates on the policy and solve with them any concern, if they have. I am
calling you today to……

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Reasons to Call:
In our recent past, it is been observed that TERM policies purchased online, customers & their nominees are not aware about the entire claim settlement
process and thus face challenges. To ensure hassle free transaction & to educate the measures during an emergency, I would like to meet with you and
your nominee and explain the entire claim settlement process and handover the Claim Settlement Kit alongwith that we would be happy to share with
you that since you are an existing privileged customer of Max Life, there are additional exclusive benefits that you can enjoy and avail discounts while
shopping at various platforms.
I will also update the KYC and handover the Policy Bond.
I will also calculate the amount of insurance, savings and investment that you have done, so that your future financial goals ae adequate

As a Premier Relationship Manager, my job is to ensure that you and your family are adequately covered for your future financial goals and optimize your
savings and investment port folio.
We can assist you with guaranteed solution s which will be helpful for different life stages such as wealth creation, child education and retirement.
We also provide Registration to National Pension System which is a Govt of India initiative to secure your financial requirement post retirement and
save tax by investing 50K under section 80CCD (1B). Also keep getting regular income for stress free retirement. You can also get tax free amount at
maturity when you reach 60 years
If customer says, No, then say, I will be in touch with you and give you regular updates on the same.

Closing the Meeting Time:

I would like to meet you for a quick 30 to 40 min to ensure that you are adequately protected and your current savings
and investments are meeting your future financial goals because with time and age our future financial roles and
responsibilities changes. With that in mind, can we meet at 10am tomorrow or 4pm would be convenient to you.
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