Phone Scripts & Sales Tools


Phone Script Library

Mortgage Protection Script (Matt Smith)- Use this script when calling Mortgage Protection Leads

Mortgage Protection Script (Tiffany Gruenberg)- Use this script when calling Mortgage Protection Leads

FFL Mortgage Protection script (Paul McClain) – This is the script that Paul McClain uses in his video.

Direct Mail Final Expense Lead Script – Use this script when calling Final Expense leads.

Final Expense Lead Script (John Gavin) – A simple, straight forward script to use when calling Final Expense leads.

Facebook Final Expense Lead Script – Use this script when calling Facebook Final Expense leads.

Medicare Lead Script – Use this script when calling Medicare leads.

Internet Life Lead Script – Use this script when calling Internet Life Leads.

Second Chance Lead Script – Use this script when calling Second Chance Leads.

Common Objections – Use this to overcome common objections you experience on the phone.

    Door Knock Script - Use this script when door knocking your leads

Text Script - Use this script when texting your leads - don't forget to send a picture of the lead with your text

Sales Tools

FFL Financial Inventory – Use this form when doing an in-home presentation to complete the client financial inventory.

Financial Inventory Including Carriers – This worksheet is slightly different, it's two pages and the first page shows the carriers we represent and what we do.

Agent Accountability Tracker: Dials & Leads – Use this form to track the number of dials you make and leads you purchase to show your results.  Share with your manager to keep you accountable. 

In Home Sales Process – Use this form when you are getting prepared for your in home presentation.

 

Refusal of Coverage – Use this form when you are getting prepared for your in home presentation.