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Life Insurance Scripts

Sample Script for Cross-Selling Foresters Term to existing clients

IF CALLING YOUR EXISTING CLIENTS: Mr. or Mrs. Client
I was calling you today to thank you for being a valuable client of MY AGENCY for your "X TYPE OF Insurance/Investment needs.

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Sample Script for Cross-Selling Using a Price-Driven Method:

Thank you for allowing me the opportunity to assist you with your family's "X" insurance needs. I am happy I was able to find you affordable coverage to meet your needs.

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Cross Sell Script for Agents Meeting with clients in person while delivering or other polices

Mr. & Mrs.

Thank you for allowing me the opportunity to assist you with your family's "X" insurance needs. I am happy I was able to find you affordable coverage to meet your needs.

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Policy Review I Life Check-Up Sales Script

Mr/Mrs ________,

As a part of my services, I offer all my clients a complementary Check-Up of your existing Life Insurance. This is not unlike a routine check-up with your doctor, dentist or even an oil change with your car; however this service is not painful and it is FREE.

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Life Insurance Cross-Selling Script Using a Price-Driven Method

Thank you for allowing me the opportunity to assist you with your [type of insurance] insurance needs. I am happy I was able to find you affordable coverage to meet your needs.

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