In recognition for September being Life Insurance Awareness Month, I wanted to share a successful script we have utilized to schedule Family Protection Plan appointments (Life Insurance Appointments. It can be utilized for those Agencies that have a Life Insurance Specialist in their office and/or for those Agencies where the Agency Owner is the Life Insurance Specialist.
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Calls to set up Life/Family Protection Plan:
Hello, this is (caller’s name) calling on behalf of ___________(Agent’s Name) for ABC Insurance. The reason for my call today was that _________(Agent’s Name) would like to thank you for your business and for letting us handle your (LOB). Yet we have noticed we don’t have a Family Protection plan in place and we apologize we have not established that for you yet.
Option #1______(Agent’s Name) has recently hired a Specialist for our Agency who focuses on helping our clients review and if necessary set up a Family Protection Plan, his/her name is (Specialist Name).
Option #2______ (Agent’s Name) has decided to focus on Family Protection Plans for the month of September with all of his/her clients.
Option #1 This is a FREE service that _______________(Agent’s Name) offers to his/her clients, so when would be a good time to talk to (Specialist Name) about the Family Protection Plan?
Option #2 This is a FREE service that _______________(Agent’s Name) offers to his/her clients, so when would be a good time to talk to (Agent’s Name) about the Family Protection Plan?
(Client will respond)
Option #1 That’s what (Specialist Name) specializes in for ____________(Agent’s) office. I have another role in the office but all we want to know is when is a good time for you to talk to (Specialist Name) about the Family Protection Plan, he/she is willing to meet you at your home or office (give some options for appts—do not email out or give out quotes over the phone)
Option #2 That’s what (Agent’s Name) specializes in for his/her Agency. I have another role in the office but all we want to know is when is a good time for you to talk to (Agent’s Name) about the Family Protection Plan, he/she is willing to meet with you at your home or office (give some options for appts—do not email out or give out quotes over the phone)
(Once appointment set, fill out prospect appointment sheet for (Specialist Name and email all of them at end of the shift. Make note in calendar, database system for the client as well regarding outcome of the call)
John Lucero, is a successful business owner with over 20 years of experience in multi-line insurance agency operations for several major National Brands. With an expertise in Recruiting, Educating, Coaching, Developing and Product Knowledge, his passion and drive to ELEVATE Insurance Agencies to higher levels of success is what keeps him inspired about the future and motivated about making a difference.
