How it works
Our proprietary lead model pinpoints prospects who are excellent candidates for life insurance coverage.
By utilizing our advanced analytics along with defined credit and 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: term-life or whole
+ Coverage amount: $100k+
+ Age: 35+
+ 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 life insurance savings network. The reason for my call today is that you inquired about a free, no obligation life insurance quote.
(Qualifying Question)
Do you have a moment right now for a free life insurance assessment? (Must be “YES” to initial question)
(I’m not interested) – Rebuttal
If you could be guaranteed coverage all while significantly reducing your premium expenses, and still receive a full featured policy that protects you and your family …Would you consider a life insurance offer (contact name)? (Must be “YES”, If “NO” –> Reject)
1 – Name, address, phone #?
2 – Age? (Must be between 35+)
3 – Verifiable income?
4 – Gender, height, weight, smoker?
5 – Coverage type: term-life or whole
6 – Coverage amount? (Must be $100k+)
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 life 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: 203-555-4444
PHONE-2: 203-333-2222
ADDRESS: 321 Main St.
CITY: Bristol
STATE: CT
ZIP: 06010
EMAIL: Linda.Morgan@example.com
COVERAGE AMT: $250,000
PLAN TYPE: Whole
INCOME: $4,200 / month
GENDER: Female
AGE: 42
HEIGHT: 5’6″
WEIGHT: 130
SMOKER: No
PRESCRIPTIONS: No
DISPATCH AGENT: Katherine Albright
LEAD RESULT: Transfer Connected
CAMPAIGN #: 70-539826
TRANSFERRED TO: Madison w/ Life Quotes of America
CALL-NOTES: Linda is looking to receive a whole-life quote for $250k coverage.