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Final Version Script

The document outlines a script for a representative from Specialty Life to engage with clients regarding family protection plans and final expense coverage based on their age. It includes a series of qualifying questions to confirm the client's health status and smoking habits, followed by a transfer to a licensed advisor for a quote. Additionally, it provides guidance on how to handle disqualified clients and includes definitions related to terminal illness.

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Trejsi
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8 views2 pages

Final Version Script

The document outlines a script for a representative from Specialty Life to engage with clients regarding family protection plans and final expense coverage based on their age. It includes a series of qualifying questions to confirm the client's health status and smoking habits, followed by a transfer to a licensed advisor for a quote. Additionally, it provides guidance on how to handle disqualified clients and includes definitions related to terminal illness.

Uploaded by

Trejsi
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Hey (Client’s First name)?

It’s (#Rep#) over here with Specialty Life, We were trying to reach you, So I’m
happy we are speaking now - It’s in regards to our updated Family protection
plans / Final expense coverage ( **If client is below 50y read family Protection
plan , if above 50 read Final Expense coverage**) -
THE MAIN GOAL is to provide you the best option at an affordable rate
Just need to confirm you are still a resident of (#ClientProvince#) right? ( wait for
response/confirmation)
For quality assurance purposes this call may be recorded.

Just to confirm you are ___ years old? Nice!! What is your secret of sounding so
young?

And I have you here as a non-smoker/smoker, right?


So as a non-smoker that means in the past 12 months, you haven’t had any
tobacco, nicotine, electronic cigarettes or any vaping products, right?
That’s amazing!
(Client’s name) You are not currently hospitalized, right?
You are not suffering from a terminal illness?
And your doctor had NOT indicated that you have 24 months or less left to live?

I am very glad to hear you answering no to all of these questions, I have had many
people younger than you answering yes,
- Do you typically exercise or eat healthy?
Or
- What is your secret for being healthy?

Thank you ____ we are getting the information ready for you!
(#FirstName#) Now I am going to introduce you to my co-worker who is
licensed in your province to provide you a free quote and let you know just
how much benefits you could qualify for.
PRESS THE TRANSFER BUTTON:

How is the weather in (#ClientProvince#)? ( continue engaging)

(Only once an advisor joins the call)


(#FirstName#) We have (#AdvisorName#) on the line he will be happy to
assist!
(#AdvisorName#) You can take over please!
END THE CALL >>>

● Terminal illness: An irreversible or incurable disease condition from


which death is expected in the foreseeable future. Actively dying: The
hours or days preceding imminent death during which time the
patient's physiological functions wane.
If the clients are asking what does it mean= probably they don't
have a terminal illness, it's enough to just say a disease that is
expected to end with death in the next 12 months

● If the client is disqualified for any reason please mark as “DEAD”.

● If a client is disqualified we have to let them go with the following line:


“Thank you so much for your interest, however we don’t have any
available products for you at this time. Once we do have, we’ll be more
than happy to reach out”

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