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Script

Script​

Hey this is MIKE am calling you with American Benefits how are you?

Actually am calling to let you know of a new low cost insurance plan which will cover 100 hundred%
of your medical & Final expenses.
So my licensed agent will provide you more information about Would that be okay ??

SO

1. HOW OLD ARE YOU ?50-80

IN WHICH STATE YOU ARE IN RIGHT NOW?

Perfect,
So I am going to transfer this call to my Supervisor stay with me pls

Hey , this is Jason I am the senior supervisor here How’s you doing ?

ok so let me confirm first;

1: How old are You right now? Age (50 to 80)

MUST ASK DOB

2: Health conditions. (must be NO on all questions)

a-> in the last 2 years, did You have Any Kind of Major Health Issue Like Heart Attack ,STROKE , CANCER or Have you been diagnosed with dementia, Alzheimer’s ?

a- 2 : Has a doctor ever prescribed medication To Help With Memory ?

d-> Are you currently hospitalized or consigned to nursing home-facility?

3:and for the discount purposes I do believe you have Active checking or saving acct ? (must be yes )

4: & just to confirm Are You able to make Your Own financial Decisions?

5: Confirm (Name, State & Zip Code)

So that’s all the information that i needed to verify, I Have my license Officer from your state on the other line who will provide you quote on final expense plans. Let me transfer you (only transfer with confirm YES)

Verbal disclaimer : so , I am transferring this call even if your number is on National or federal Do not Call List OK