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10 Cards in this Set
- Front
- Back
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“ I already have coverage” |
Awesome I do see that here on my end.. because you didalready get approved medically, you may be able to qualify for a ratereduction, meaning the same coverage you already have but at a reducedpremium.. Do you recall howmuch coverage you put in place and with who? How much is thatmonthly premium? -Perfect, that's exactly why I’m calling. I'm a policyservice director so my job is to just make sure you have the state recommendedamount of coverage and that you aren't over paying. This only takes 10 minutes,can you grab a pen and paper? |
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“That’s not my DOB” |
Okay no worries, is ____ (address) still the best addressfor you? Perfect.. It looks like we had a typo here on our end.. What is thatDOB so we can get that updated? And were you looking for coverage on justyourself or a spouse also? |
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“I don’t remember filling anything out” |
No worries, I don’t remember what I had for dinner lastnight, so totally understand. You put down your address/dob as ____ is thatcorrect?I'm not sure either, you probably filled out the requestonline, we are a little behind so I apologize.. When you filled this out wereyou looking for coverage on just yourself or a family member as well?Okay, no problem. Your file just came across my desk and i’mjust trying to get it resolved.. When you were looking into coverage, what wasyour main concern?.. were you wanting to cover funeral and final arrangements,cover a mortgage, or leave some money behind for the family? |
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“I’m not interested” |
Okay _____ I hear you. That's exactly why I'm calling, so Ican get you resolved off the list (close out your file ). Was that due topricing or were you not able to find the coverage you were looking for? -Yeah I see that you’re not interested and to be honest I’mnot even sure if I can help you. My job is to get this information sent out soyou know what options might be available for you down the road … Go ahead andgrab a pen and paper... That’s exactly why I’m calling, so I can get you resolvedoff the list. I assume/hear/understand you get a lot of calls right? Yeah Id bepretty annoyed too. So what I can do for you, is make sure we get this takencare of today and like I said, get you resolved off the list. You put down thebest mailing address as _____? Is that correct? |
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“Why didn’t they do that in the first place?” |
I don’t necessarily know what Information they put in foryou when they placed your policy or what carriers they had access to but like Isaid earlier I am contracted with over 20 A and A+ rated carriers so what I canat least do for you is run some quotes and see if we can get you the same coverageat a reduced premium. Sound good? |
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“I’m interested but I can’t afford it for a few months” |
-I totally understand, its just my job to go over this withyou and what you do with it is up to you. At least this way you can see what wehave for future reference if nothing else. Go ahead and grab a pen and paper soI can give you some of my informationI totally understand but it is a state requirement for me goover this with you and what you do with it is up to you. Go ahead and grab apen and paper so I can give you some of my info.-We do work with people on social security and disability sowe do have affordable options for everyone, it just takes a few minutes to goover everything.. Go ahead and grab that pen and paper. |
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“Can you just put it in the mail?” |
Yes, that is exactly what were going to do today. Is youraddress still _______? Okay, lets just make sure we find coverage that you canqualify for first and then the company will send the paperwork out to you toreview. - I wish I could, unfortunately these aren'tcookie cutter prices, everything is customized to your specific needs andwants. Once we find coverage that makes sense we can mail the paperwork out |
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“ I don’t have time, I’m at work” / “ Can I call you back” |
-Okay, I know I'm catching you off guard here, when are youtypically home from work?Yeah no problem I actually only have a few minutes before mynext appointment. Let me pull up my calendar real quick and see what time Imight be available. When are you usually home from work? (Find approx.. time and let them know youll call themback around that time) Whens a better timeto call you back, morning or evenings? “Okay not a problem, I actually don’t have too much timebefore my next appointment so ____ real quick ----- back to script” |
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“I’m just really busy right now” |
I completely understand, I’m actually super busy myself. Idon’t have too much time to spare right this moment but I can give you a calllater today at 5 or 6. I don’t want to take up too much of your time either. Itllonly take us about 10 minutes. Would 5 or 6 work better for you? Ifother time is asked – SOLIDIFYOkay, ill go ahead and put you in for __ oclock. Ill haveto squeeze some things around here to be able to reach back out to you so areyou sure that __oclock is going to work for you? |
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“I was just shopping around” |
Awesome! That’s exactly why I’m calling, I’m actually amanager on the broker side through the state, so I have access to 20 different Aand A plus rated companies. This just gives me the availability to do theshopping around for you to figure out which benefits will best fit you and yourfamilies needs. You put down your dob as _____ is that correct?Now when you were looking into coverage what was your mainconcern? |
