How it works
Our proprietary lead model pinpoints prospects who are excellent candidates for health insurance coverage.
By utilizing our advanced analytic abilities along with our defined profile demographics.
We strategically market to those who are relevant and most likely to respond.
Creating an efficiency lead cycle you can rely on.
+ Nationwide coverage in your licensed states
+ Employed or has verifiable income
+ Coverage types: family or individual
+ Age: 26-64
+ Ability to afford monthly premiums
+ General physical traits
+ Requested a quote with an insurance agent
(Introduction)
Hi, may I speak with (First Name)?
(Reason for call)
Mr./Ms. ______, this is _______ from the health insurance savings network. The reason for my call today is that you inquired about a free, no obligation health insurance quote.
(Qualifying Question)
Do you have a moment right now for a free health insurance assessment? (Must be “YES” to initial question)
(I’m not interested) – Rebuttal
If you could significantly reduce your coverage expenses and still receive a full featured policy that protects you and your family …Would you consider a health insurance offer (contact name)? (Must be “YES”, If “NO” –> Reject)
1 – Age? (Must be between 25-64)
2 – Name, address, phone #?
3 – Currently insured?
4 – Verifiable income?
5 – Height, weight, smoker?
6 – Coverage desired: Individual or Family plan
7 – Able to afford monthly premium (Individual: $200; Family: $400)
If you can please provide your home or cell phone number as well, in case they can’t reach you on this one?
Congratulations! You pre-qualify for a no-risk health insurance assessment. Do you have 10 minutes right now to speak with a licensed agent? (Must be “YES”)
Answer YES – Okay (First Name), we have an insurance agent available and I’d like to transfer you….keep in mind that they might cover some of the questions that I have already reviewed….but please be patient, they are wonderful and have assisted numerous applicants like yourself and are there to help benefit you….hold-on one moment please.
Answer NO – Okay, when is a good time for me to call back so you can have a 10 – 15 minute chat with an insurance agent for a free assessment? _________ Okay I will call you then. Take care and have a great day!
DATE: 1/3/2020 11:24:06
LEAD REF: 4039854
FIRST: Linda
LAST: Morgan
PHONE-1: 818-555-4444
PHONE-2: 818-333-2222
ADDRESS: 321 Main St.
CITY: Glendale
STATE: CA
ZIP: 91205
EMAIL: Linda.Morgan@example.com
CURRENTLY INSURED: No
PLAN TYPE: Individual
PAYMENT AFFORDABILITY: $200 / month
GENDER: Female
AGE: 42
HEIGHT: 5’6″
WEIGHT: 130
SMOKER: No
DISPATCH AGENT: Katherine Albright
LEAD RESULT: Transfer Connected
CAMPAIGN #: 70-539826
TRANSFERRED TO: James w/ Health Quotes of America
CALL-NOTES: Linda is looking to receive an individual quote. Able to afford $200 monthly payment.