Qualification Scripts

Voicemail Script

Hi, this is [SETTER NAME] with Renny Insurance Group.

I'm reaching out because I believe we've found a way to make your insurance work harder for you – with more coverage, less confusion, and a guaranteed reduction of up to 20% on your premiums.

I will follow up with you again tomorrow or you can give us a call back at .

Have a wonderful day.

Opening Statement

Hi, this is [SETTER NAME] with Renny Insurance Group calling on a recorded line. Is this [INSERT LEAD NAME]?

-- Wait for confirmation --

Hi [LEAD NAME],

Have you ever wondered if your current insurance policy is the best fit for your unique needs, or if you could be getting a better deal somewhere else?

We specialize in customizing insurance solutions for high-income earners like yourself. We ensure you get comprehensive coverage tailored to your specific needs, while also saving you up to 20% on your premiums.


-- Answer Questions, then move to Qualification --

Qualification & Scheduling

*Qualify using the Qualifying Questions below:

Enter Lead Information
Qualified

*when scheduling appointment:

Thank you for taking the time to answer our questions.

What I would like to do is schedule a time for you to meet with one of our insurance experts who can answer all your questions and see if there is a good fit.

As I am looking at the calendar, we have a few openings on [SUGGEST TWO DAYS], would either of those work for you?

-- Get response and select the appropriate day; Book for the soonest available time if possible --

Great, we can put you down for [DAY]. Now would you prefer a morning or afternoon appointment?

-- Discuss available times and select the appropriate time --

Excellent. To confirm, we have you scheduled for [INSERT DAY] at [INSERT TIME]?

-- Once confirmed, move to closing --

Closing Statement

Thank you again [LEAD NAME] for taking the time to answer our questions.

We look forward to speaking with you on [INSERT DAY AND TIME].

Do you have any additional questions for me?

-- Answer then end the call --

Great! Thank you for your time, [LEAD NAME].

Have a nice day!

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