Basic Phone Scripts

Phone Scripts and Booking Appointments

Make no mistake…this is the heartbeat of your business, and the better you get, the more money you will make. 

Plus, if you are are building a team, as many of you are, leading from the front and being the example is everything!

Here are various scripts and more will be added as our products continue to evolve, but remember, it isn’t all just about the script, it’s about your mindset, tonality, relating to people…this is a people business, and oh by the way, we have insurance products.

As you get better, your conversion number will go up dramatically, so stick with it and know your numbers, then join LIVE DIALS and our Lampe Warriors Coaching Corner which will help speed things up even more!

 

Book More Appointments – Help More Families – Make More Money!

  1. Call at different times of the day:
  2. Change your dialing pattern and triple dial them (3 dials in a row)
    Dial all leads 1 time thru Dial all leads 2nd and 3rd time thru, then 4th and 5th time thru
  3. Next day, use *67 before you dial (triple dial again)
  4. Use a different phone number:  Use TextNow, Google Voice, SideLine, etc
  5. Final expense text:  If this is _____, call me ASAP
  6. Mortgage Protection Text:   Text pic of lead open times over next two days and ask them to pick one
  7. Door knock unreached leads with printed lead in hand (script available below)
  8. Email FEX lead 
  9. Leave a voicemail – using opening lines of your script, ask for call back

GOAL:  RESOLVE EVERY SINGLE LEAD – RETURN ON INVESTMENT!!!

Setting Appointments Message Templates

Voicemail

Hey (their first name), its (your first name) getting back to you about your request for the new information.  I’m the local field underwriter in your area so call me back real quick to setup delivery.  Thanks (leads first name), again its (your first name) at (insert number).

Email

Hey (their first name), its (your first name) getting back to you about your request for the new information.  I’m the local field underwriter and I’ll be in your area on (insert day) so should I drop this off in the morning or the afternoon?

Text

Hey (their first name), its (your first name) getting back to you about your request for the new information.  I’m the local field underwriter and i’ll be in your area on (insert day) so should I drop this off in the morning or the afternoon?

Door Knock 

Hey (their first name).  How are you?  (Smile, be enthusiastic and take a step back as you say this)  My name is ____________.  I’m getting back to you about your request for the new (final expense, Medicare, mortgage protection, life insurance) information.  Now, I’m the local field underwriter and I was in your area so figured I’d drop it off and check you off the list.  Can I come in for a quick second?  Start towards the door, look down, and wipe off your feet).  Another option question:  Should we sit down on the couch or the table? (you want the table of course)  Be sure and have your lanyard with your licensing information with you.

REMEMBER…it’s important that the prospects are there, so let’s cement the appointments!

Follow this simple process for more SITS than EVER!

– Get agreement

– Clear calendar

– Then offer two times

– Then confirmation #

– Then house color,

– Big dog/gate?

– #’s on house or mailbox?

– Then confirm time again

– Then tell them you are adding it to your calendar

– Then say, “I look forward to meeting you and helping you”

THE SECRET:  Control, Control, Control