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Final-Final Expense Script + Rebuttals (Arsalan)

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Arsalan Zahid
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100% found this document useful (1 vote)
2K views2 pages

Final-Final Expense Script + Rebuttals (Arsalan)

Uploaded by

Arsalan Zahid
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
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FINAL EXPENSE SCRIPT (FRONTERs)

Hi, My Name is ____, I am a Final expense product representative with seniors


care and I will be happy to assist you for Final Expense quotes. HOW ARE YOU
DOING TODAY?

REASON OF THE CALL:

We are appointed with an independent insurance brokerage that is appointed


with 40 difference insurance companies and we are licensed in all 50 states
helping about 7000 families a year for their whole life insurance.

QUESTIONS:

1. Can I ask you how old are you as of today? (MUST BE B/W 40-85)
2. Do you make your own financial decisions?
3. May I know your first and last name?
4. Are you interested to know further about this Final expense insurance
plan? I have a product specialist on the line with me who can guide you
in details about its rates, benefits and procedure, so will that be ok if I
transfer your call? (Must be yes in order to transfer)
5. *Check which state are they from on the dialer or from new york state
(also confirm from the customer which state he resides from) MUST
NOT BE NEW YORK.)

Thank you for answering these questions, now I am going to transfer your call
to one of our PRODUCT SPECIALIST, He will assist you further. So stay on the
line.

REBUTTALS
1: NOT INTERESTED REBUTTAL (CX SAYS NOT INTERESTED/CAN'T DO IT RIGHT NOW: Ok but
before you go these new affordable plans have just been approved in your state and almost
everyone qualifies. Wehave a specialist on the other line who can explain it to you in few quick
minutes would that be ok?

2: NOT RIGHT NOW REBUTTAL (CX SAYS THEY CAN'T TALK RIGHT NOW/Don’t DO IT
RIGHT NOW):
Do you have few quick minutes so that so that I can transfer you to our
specialist….(You can also schedule the customer for a call back and then call that
customer at his/her given time and then transfer, if still refuses ask them a time for
a call back)
3: ALREADY HAS INSURANCE (REBUT OPTION 2): Well, it’s good to be ahead however all
of our clients feel that every dollar is important these days. We would like show you some
comparableplan that could save money and assure you that you are getting the best value
for your dollar.
We have a specialist on the other line who can explain it to you in few quick minutes would that be
ok?

4: WHERE LOCATED/WHICH STATE? (CX ASK WHERE THE AGENT IS LOCATED/YOU): We're
located in Florida; however we have 3000 insurance agents across the country that helps
individuals like you findan option for low cost Life Insurance.

5: HOW DID YOU GET MY number (CX ASK HOW YOU GOT THEIR # INFO: We usually get
your information from online requests or senior databases

6: MAIL? (CX ASK TO MAIL THEM SOMETHING):

Don’t worry about that part you can speakwith our specialist and he’ll be the better
person to guide you further on this.

7: WHERE CALLING FROM? (CX Ask where YOU ARE CALLING FROM): Senior Care, we help
individuals ages (FOR EXAMPLE 40-85 AS MENTIONED ON DIALER) in finding affordable
Final Expense coverage.

8: WHAT IS FINAL EXPENSE INS. (EXPLAIN THE INSURANCE IN MORE DETAIL):


Final expense is a life insurance policy that covers burial expense and any other debts or
obligations you mayhave.
9: HOW MUCH WILL IT COST? (CX asks about cost) ‘OR’: I understand, that is the GREAT
thingabout this plan because these new policies are inexpensive and have only small
monthly premiums. For many people it might cost less than a dollar a day.We have a
specialist on the other line who can explain it to you in few quick minutes would that be ok?

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