Phone scripts for insurance agents
[DOC File]GENERATING OUTGOING REFERRALS
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Generating Outbound Referrals – Brokers and Relocation Directors. Generating Outbound Referrals – Agents. Encourage your sales associates to enroll today and begin implementing 3-4 key ideas to build their referral opportunities now. Relocation Department Set-up and Procedures 2f Page 1 of 4 Ideas for Generating Outbound Referrals
[DOC File]Instructions and General Info
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Sample Proposer dunning letters and dunning phone scripts. Automated / Predictive Dialing call mechanisms. ... employees, directors, boards, commissions and agents, and any insurance maintained by PGW will be excess and non-contributory. No act or omission of PGW, PFMC, and/or the City of Philadelphia and their respective officers, employees ...
[DOC File]TURNING 65 SCRIPT - Consumer Insurance Advocates
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CONSUMER INSURANCE ADVOCATES. T-65 Age-in Script. Hi, is [name] there? Hi, Mr./Ms. [name] this is [agent name] from [Consumer Insurance Advocates]. I was asked to give you a quick call because our records indicate that you’re turning 65. WHAT RECORDS? Our Certified Medicare Specialists have a database of everyone turning 65.
[DOC File]New Agent Training
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10am: Life Insurance and Lead Generation Engines. Tribute Direct – TD Playbook with The Lead Matrix and Agent Portal. Tribute Direct – agent must memorize one script, overcoming objections, the sales process, and the close. Life Insurance – types and uses. Whole Life – Monumental. Term – multiple providers. Scriptsave – Website ...
[DOCX File]www.gordonmarketing.com
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Scripts are not meant to be read by the agent during your phone calling activity. Rather, they are meant to be a guide in identifying what should be said while attempting to obtain an appointment. You will develop your own dialogue that fits your way of speaking and that’s most comfortable for you.
[DOC File]relay.acsevents.org
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Your team should be able to make follow-up phone calls to at least 70% of the mailing list. ... 1 Insurance Agents Team. 29. _____ 2 Hospital Teams. 30. ... Sample Follow-Up Phone Scripts. Relay For Life Kickoff Supply Checklist . RELAY FOR LIFE.
[DOC File]“Hello, Bob, this is (Your Name) with the Mortgage ...
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The more you talk on the phone, the more the client can think of an obstacle to place between you and getting them covered. Check out what one of our agents sent in regarding this: “I had a client tonight that I set an appt with last night. When I got there she told me I was the fifth insurance agent that had called her within the past week.
[DOC File]MEMORIZE this LEASE Approach for Phone Calls
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SCRIPTS MEMORIZE this LEASE Approach for Phone Calls. PHONE CALL APPROACH: Agent: “ Hello, my name is_____. I’ve recently started a new business here in the_____ area and I want to send your owner some information about our services.
[DOC File]open local dictaphone report - Nuance Communications
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8 “Home phone [PAUSE] 618 476 8932” “Mobile phone [PAUSE] 618 972 4596" "By Mobile Phone" Dragon makes it easy to navigate fields in a form, even fields with similar names. Dragon automatically formats phone numbers and can be used to check radio buttons within forms. Arrows will mark the two instances of home phone and mobile phone.
[DOC File]The Annual Mortgage Review E-Mail/Phone Template
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7. On a scale of 1-10, with 10 being best, how would you rate your relationship with your: CPA Financial Planner Insurance Agents Real Estate Professionals Banker 8. Are there any needs you have right now that we can help you fulfill through the confident referral to any one of our professional partners?
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