Appointment Setting Script

Migshannon

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For producers that set their own appointments, what script works best for you?

What are the most common objections you hear? What rebuttals do you use to overcome those objections?
 
Shannon you are the trainer. What are your best scripts?

I start out with a Good Morning or Good evening
Mr. or Mrs. Jones? Hi this is (agents name) How are you doing today?

The reason for my call...is...you recently requested some information by mail...concerning the social security death benefit...do you remember filling out the reply card with your name age phone number and mailing it in?

Wonderful...my job is to get this information to you and the adress we have is....is this still correct?

Great...there is some hand written information I would like to verify...first name, age, spouses name and age...is this correct?

Wonderful...Mr. or Mrs Jones are you and your spouse still working retired or receiving disability?

Oh, your both still working, what time do you normally go in and get home?

Ok...well like I said...my job is to get this information to you and I will be delivering it tomorrow at either 4:45 or 5:15 which is best for you?

This is the meat of one of my scripts. I was hoping to hear from other top producers. My goal is to revise some scripts. What ever I come up with will definitely be shared on the forum.
 
I start out with a Good Morning or Good evening Mr. or Mrs. Jones? Hi this is (agents name) How are you doing today? The reason for my call...is...you recently requested some information by mail...concerning the social security death benefit...do you remember filling out the reply card with your name age phone number and mailing it in? Wonderful...my job is to get this information to you and the adress we have is....is this still correct? Great...there is some hand written information I would like to verify...first name, age, spouses name and age...is this correct? Wonderful...Mr. or Mrs Jones are you and your spouse still working retired or receiving disability? Oh, your both still working, what time do you normally go in and get home? Ok...well like I said...my job is to get this information to you and I will be delivering it tomorrow at either 4:45 or 5:15 which is best for you? This is the meat of one of my scripts. I was hoping to hear from other top producers. My goal is to revise some scripts. What ever I come up with will definitely be shared on the forum.

My 2 cents, I don't like the social security death benefit, you will get lots of people thinking your from social security, I like to say state regulated life insurance program.

Also I think its a bit too long.
 
My 2 cents, I don't like the social security death benefit, you will get lots of people thinking your from social security, I like to say state regulated life insurance program.

Also I think its a bit too long.

You're right, he could probably cut down on some the verbiage and I hate asking them if they "remember sending it in". But that's nitpicking. The main thing is that it's assumptive and takes control. It would work as well as any script provided the agent makes the calls, imho. Fitting it comes out of the "final expense boot camp". This is basic training. Good stuff.:1cool:
 
My 2 cents, I don't like the social security death benefit, you will get lots of people thinking your from social security, I like to say state regulated life insurance program.

Also I think its a bit too long.

Cool, maybe we can start by saying

The reason for my call is...you recently requested some information by mail...concerning the prices and coverage amounts of a state regulated life insurance program...and my job is to get this information to you...
 
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