Reactivate your old life insurance leads
The people who asked about life insurance and never went ahead are worth a call. The agent calls them, has the first conversation, and puts the interested ones through to your closer, live.
What a life insurance call sounds like
A sample call, shortened, using the life insurance template's own lines.
LeadHello?
AgentHi, may I speak with Dana?
LeadSpeaking.
AgentDana, you'd asked about life insurance. This is Ava with Life Insurance USA. Are you still looking for help with that?
LeadHow much would it cost?
AgentThat depends on the coverage, so the licensed specialist needs to go over it with you. Let me see if I can get someone on.
Your closer hears: "I have Dana on the line for a life insurance consultation. Dana lives in Texas." with any answers, then "Recorded line." Then Dana joins the call.
What the agent asks
- First, whether they're still interested: "You'd asked about life insurance. Are you still looking for help with that?"
- If the answer is no, one more chance, then it lets them go: "No problem. Is that because you already have life insurance taken care of, or just not a good time? I can have someone call when it suits you."
- Before bringing in your closer, the template's qualifying questions:
- "Is it for you, or for someone else?"
The answers go to your closer in the briefing, and to your CRM if you connect one. Change, add or remove questions for each campaign; they never block a transfer.
How it answers common objections
- "How much would it cost?""That depends on the coverage, so the licensed specialist needs to go over it with you. Let me see if I can get someone on."
- "We already have a policy""Good to hear. The licensed specialist can go over your options, no obligation. Want me to get them on?"
- "It's too expensive, or I can't afford it""Understood. The specialist can go over the options and what it would look like for you. Want me to get them on?"
The agent never quotes a price or a saving and never tells anyone they qualify: questions like those go to your closer. Edit any answer, or add your own.
Who it hands off to
When the lead says yes, the agent says it will bring in "my insurance specialist" and rings your closer's number. Your closer hears a short briefing, then the lead joins the call. If your closer can't pick up, a callback is set. The agent calls as Ava with Life Insurance USA unless you change the name, the company or the voice.
Start with the life insurance template
Its lines, answers and questions fill in for your first campaign. Upload your leads and press start. Every account gets $2 of free calls each month.