Best phone sales script in the world

[TPAAgent]

Hello Mrs Jones, This is Bob Smith, senior underwriter here at ABC company and I've been assigned to underwrite your case, do you have just a few moments?

Get them to sell YOU, and not the other way around

 

[jdeasy]

Hello Mrs Jones, This is Bob Smith, senior underwriter here at ABC company and I've been assigned to underwrite your case, do you have just a few moments?

Get them to sell YOU, and not the other way around

Are you an underwriter?

 

[TPAAgent]

Are you an underwriter?

No, Im a salesman with an insurance license

 

[jdeasy]

No, Im a salesman with an insurance license

But you would tell the client that you are an underwriter?

 

[Indiana_Adam]

Technically, an insurance rep. with binding power could be considered a field underwriter. I don't know how it works with Life and Health, but as a captive P&C guy, I have binding authority. If someone is obviously a bad risk, then I don't write them. In that regard, I'm acting as an underwriter.

 

[xrac]

This is what you say:

"Mr. _________, I'm going to sell you some insurance today and there are two things you can do about it, nothing and like it."

Just kidding.

Opening with a quick hello and a humerous remark cant hurt. I send intro letters with lottery tickets then call and tell them that if they won we need to have a conversation.

Keep it light and know that you are never going to do better than 10 to 15% of those that answer.

This is not original but is similar to this:

"Hello, Mr. _________, this is an insurance sales call. Would you rather hang up now or later?

What's it about?

Well before I get into a long-winded, boring pitch, do you mind if I ask you a question?

Sure… "

Take it to where you want to go from there.

 

[Justin Bilyj]

Technically, an insurance rep. with binding power could be considered a field underwriter. I don't know how it works with Life and Health, but as a captive P&C guy, I have binding authority. If someone is obviously a bad risk, then I don't write them. In that regard, I'm acting as an underwriter.

I remember studying for my exam and noticed that the power to bind is only a specific function to P&C, health and life holds no other power than to advise and take an app. This definitely crosses into a gray area..

 

[Indiana_Adam]

I don't see it as being gray area at all. If you can't bind, then you aren't an underwriter in any capacity. Saying you are such, esp. a head underwriter at that, is a blatant misrepresentation of your authority. Granted, I doubt any clients would ever call you out on it, but that's still shady.

 

[Frostman85]

I have a few I put together, send me an email, and I'll reply back with attachment

May I have a copy of the sales scripts you spoke of?

 

[Sarge1117]

This is what you say:

"Mr. _________, I'm going to sell you some insurance today and there are two things you can do about it, nothing and like it."

I'm going to replace the old parental standard "because I said so" with a variation of this.