Final Expense Telemarketing Script

One of the most essential aspects of having a successful final expense lead generation campaign is creating a script that works. While many companies that provide telemarketing will have scripts on file, it is recommended that you create your own script, at least as a reference to get the leads you want. The reasons for this are:

• You will always know your business and your customers better than the telemarketing organization you hire.
• A script tailored to your particular offering will sound better than a generic script that prospects may have heard from your competition.
• You can have the script give you only the information you need and exactly match your offer.

While it’s vital that you have a script that works for you, there are a variety of strategies you can use to improve sales.

• Keep it uncomplicated, let the customer know why you’re calling and why they should care.
• Don’t waste their time, if it takes 6 words to get to a point, don’t write 10.
• Keep the purpose of the call in mind when creating the script. If you’re producing a lead or scheduling an appointment, that should be the point of the call. Nothing else should be included.

This is the basic format you can follow:

Hello, can I speak with XXX? My name is NAME.

I’m calling from XXX Financial Company. I’m calling to get a free quote on the final expense insurance we’re providing to people in the area.

Our plans can save you up to $xxxxxx dollars on your funeral expenses and any outstanding debt you may leave your family.

If the prospect asks, “what is the final expense?”

Final Expense is mini life insurance that takes care of any outstanding expenses and burial costs you leave behind. Keep your family from getting stuck with bills.

Rebuttals to common questions:

• The plans are extremely affordable and we have the most competitive prices. We can even work with people on a fixed income.
• This will only take a couple of minutes and can save you and your loved ones thousands of dollars!

I just need to get some basic info…

• check name
• Age of the husband, age of the wife
• Do you smoke, does your wife/husband smoke?
• Do you have any serious medical conditions?
• verify address

Thanks for your time. I will have one of our specialists follow up with you and provide you with a final expense policy quote. Have a nice day!

Once you’ve completed your script, it’s not set in stone. May require some changes based on telemarketer feedback to get things running smoothly after calls start. You’ll also want to find answers to questions that prospects may ask during the call.