1. The Greeting [Script] Flashcards

1
Q

Hi, NAME? Hey, NAME, this is Justin, how you doin today? (feed it back to them)
Well, hey, the reason for my call, is that a little while back, you:
* Spoke with one of our company’s representatives?
* Went online and requested some information?

About the state approved, final expense burial programs, and you mentioned that:
* FAVORITE is your favorite color/food
* BENEFICIARY would be your beneficiary

Does that ring a bell?

A

1. Outbound Scenario

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2
Q

1. Outbound Scenario

A

Hi, NAME? Hey, NAME, this is Justin, how you doin today? (feed it back to them)
Well, hey, the reason for my call, is that a little while back, you:
* Spoke with one of our company’s representatives?
* Went online and requested some information?

About the state approved, final expense burial programs, and you mentioned that:
* FAVORITE is your favorite color/food
* BENEFICIARY would be your beneficiary

Does that ring a bell?

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
3
Q

Hi, this is Justin, with Buckeye Senior Benefits? How can I help you?
How you doin today NAME? (feed it back to them)

Well hey, the reason why you were transferred over to me? Is because at some point in time, I believe that getting some information on life insurance or burial insurance, may have been on your to-do list – does that ring a bell?

A

2. Live Transfer Scenario

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4
Q

2. Live Transfer Scenario

A

Hi, this is Justin, with Buckeye Senior Benefits? How can I help you?
How you doin today NAME? (feed it back to them)

Well hey, the reason why you were transferred over to me? Is because at some point in time, I believe that getting some information on life insurance or burial insurance, may have been on your to-do list – does that ring a bell?

How well did you know this?
1
Not at all
2
3
4
5
Perfectly