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FINAL EXPENSE TELEPHONE SCRIPT
B Leads
Hello, is this (CLIENT NAME)? My name is (YOUR NAME) and I want to let you know that this
is NOT a solicitation. GIVE AND GATHER INFORMATION
The reason for my
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How to fill out final expense telephone script
How to fill out final expense telephone script
01
Start by introducing yourself and the purpose of the call.
02
Be polite and courteous throughout the conversation.
03
Ask open-ended and engaging questions to gather the necessary information.
04
Listen actively and summarize the main points to ensure understanding.
05
Provide clear and concise explanations of the final expense options.
06
Address any concerns or objections raised by the client with empathy and professionalism.
07
Ensure that all personal and financial information is accurately recorded.
08
Summarize the key details and confirm the client's understanding.
09
Obtain consent for further follow-up or the next steps in the process.
10
Thank the client for their time and reaffirm your availability to address any future queries.
Who needs final expense telephone script?
01
Insurance agents or brokers who offer final expense policies over the phone.
02
Telemarketing professionals specializing in final expense insurance.
03
Individuals or organizations responsible for selling final expense insurance remotely.
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What is final expense telephone script?
Final expense telephone script is a script used by insurance agents or brokers when discussing final expense insurance plans with clients over the phone.
Who is required to file final expense telephone script?
Insurance agents or brokers who offer final expense insurance plans are required to file final expense telephone script.
How to fill out final expense telephone script?
Final expense telephone script should be filled out by following the guidelines provided by the insurance company, including providing accurate and detailed information about the insurance plan.
What is the purpose of final expense telephone script?
The purpose of final expense telephone script is to ensure that the information provided to clients about final expense insurance plans is consistent, accurate, and compliant with regulations.
What information must be reported on final expense telephone script?
Final expense telephone script must include details about the insurance plan, premium amounts, coverage options, and any disclosures required by law.
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