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Hey, ______?
Hey _____, this is _______ service manager with your life insurance company, American Income Life. The reason for the call is your life insurance policy you took out back in ___ came across my desk and there were some very important updates made to it.
The first update has to do with the terminal illness rider, what this means is, if God forbid you should ever become diagnosed terminal the company will give you access to half your funds to go towards treatments, medical bills, hospice or anything like that. It does not cost you any additional money, but it is very important.
Lastly my job as the service manager is a little bit different than the agent who originally enrolled you. I’m going to make sure you understand exactly what you have and how it works. Also, I’ll go over your cash value, and what the future of your policy is going to look like.
FLIP APPT Since it’s all virtual now it’s a super quick and seamless process. We just need to get you on a quick ZOOM call and run through this. Are you by a smart phone, tablet, or computer by chance? Ok great I’m going to send you a zoom link just to make sure our benefits portal is working properly. Okay, let me know when you get it. (WALK THEM THROUGH DOWNLOADING ZOOM AND GET THEM ON ASAP. ONCE THEY ARRIVE THEN WAIVE TO THEM AND TRY TO FLIP!)
(ONE OF TWO THINGS WILL HAPPEN)
#1 THEY GO WITH IT. DO QUICK FLIP PRESENTATION BE IN CHARGE AND BE READY!
#2 THEY DON’T HAVE TIME - OK NO PROBLEM, I’M VERY BUSY BUT I CAN DO LATER TODAY EITHER ____ OR ______ WHICH IS BETTER?
(BOOK APPT) PLEASE GRAB A SHEET OF PAPER AND JOT DOWN MY NAME AND YOUR APPT-TIME SLOT. ALSO JOT DOWN YOUR CONFIRMATION NUMBER, IT IS ALP601. PLEASE MAKE SURE YOURE IN A QUIET PLACE FOR OUR CALL, IS THERE ANY REASON YOU SEE YOURSELF MISSING THIS APPT? OKAY GREAT, DON’T FORGET ABOUT ME BECAUSE I WON’T FORGET ABOUT YOU. TALK THEN!