POS Virtual Phone Script (Appointment Setter)
Hi (1st name)? (1st name), this is (your name) from the service department with your life insurance
company, American Income Life.
(1st Name), the reason I’m calling is because your annual updates are ready along with your new WILL KIT
and Terminal Illness program that will be added to your policy at no cost to you. They also want to review
your policies and update your needs analysis for your retirement benefits. Now (1st name), there are paidup benefits designed that allows all members to stop paying for your policies and be covered lifetime.
They will also review your existing cash value built-in your policies so you know what you can withdraw in
case of emergencies.
Now (1st name), I was just wondering, what is the best time to bring this to (both) you and (spouse’s
name). It should only take about 20 minutes depending how many questions you have.
Now, (1st Name), considering everything that has been going on, the company has allowed us to take care
of your family virtually all through zoom. It is best for your family’s safety as well as ours. Like I said it
takes about 20 minutes depending on how many questions you have.
Now, I am going to send you a zoom link while I have you on the phone. I am going to go ahead and text
it to you - Let me know when you get it. I will wait…
(Copy, Paste and Send to client)
https://us02web.zoom.us/j/4312753600
Now (1st Name), We have a lot of members to see and we do not want to miss you (and your spouse).
Now, what kind of schedules do you (and your spouse) work today, do you work days or nights? And what
time do you get home by? Great, so we have a time for (30 min after they get home) or (another time
after), which one works best for you (and your spouse).
(1st Name), Do you have a pencil handy to make a note of this? (I will wait...). We have a lot of members
to see in your area, and we do not want to miss you and (spouse’s name). Again, your benefit specialist’s
name is with American Income Life, (spell the first name), your appointment is at (time) and their cell
phone number is (XXX-XXX-XXXX). (1st Name) can you just repeat that?
Great! we will see you at (time). Make sure (spouse’s name) is there too because this benefit applies to
(him/her) also.
Now, (1st Name), if anything changes on your end, can you make sure to give us a call 12 hours in advance
so we can give that time slot to another member? Is that fair?
Great! We will see you and (spouse’s name) at (time and date). Have a great day.
(Do not say Thank You.)