life insurance email script

As Perry describes: "The first thing I do is text a printed picture of the quote. Let me get AGENT NAME for you. Customer Retention. Remember, you can always talk with an Express Scripts pharmacist, any time, day or night, any day of the week. {zW��Bn�X�fFR�d[������#~�$Yն������82�(�P�������o{ط�]��ŏ���g�����N]}�7�ӽPo�~L�/��� �ñ��c�9T�o�gw������M��ݝR߽��_=���R?��CO��v�=��̬̆^fvf�dۤI�H�ef����OE���F��z������I����}m��K}�Z���i�����'Uﭶ|�_��&���4H����c˶n�������n*��I�?����m��6�f�m��X�/��dX�n�v�_�K.1{��xf+j��|���WE�?�� ���S�?���Ҩ��៴�/a����{����������ŜW�y�9w�];�RA��c�9a�nΏ }����p�s-��I�Ռ�����)f��ND�^#+�����1��>T��#؉"�T�2D��`�N�+��(��D��C�>Z��zo�~l��~�'p�����M-R�1������}��ϿY3�0�n���4�Jz}̹ذ�w.3��h��o��Vfd�*+�����(ר�d!�� +�a�ixGִ�C� ꪾrе���B�WMIzƒș+�'h� �C(1fpġ�K�l�X���/�~�W֭, �0� ���b�_\7�\�2J�A�Da��b� \�(W=�Z�lք�0`~R"�)� �+Xd�iBK6��ƶ Learn 7 cold calling scripts for different scenarios that are designed for busy insurance agents selling travel, work, life & other types of insurance. Use your existing quote template (or follow this standard one below) to fill out and print a copy of each lead’s quote before snapping a picture of it with your smartphone. Just click the image below to get started. Email signatures are traditionally used to prevent you from re-typing your contact information over and over but they present an awesome opportunity for savvy agents like you to put insurance marketing on auto-pilot. Dennis is currently the Marketing Manager for EverQuote's Agency business. Thank you. If you’d like to see more of Perry’s text message templates, you can download the full eBook below – The Ultimate Insurance Text + Email Playbook With Top Agent Perry Olson. Our representatives are standing by to help you succeed. According to Perry, "That is the only goal. hbspt.cta._relativeUrls=true;hbspt.cta.load(2287971, 'a92bfc6f-6e74-4db4-b32e-a65800d5f43b', {}); ¹ There are both federal and state laws that address the emailing and texting of consumers for marketing purposes. I also understand that my agreement to be contacted is not a condition of purchasing any goods or services, and that I may call (844) 707-8800 to speak with someone about EverQuote for Agents. %��������� Insurance email marketing benchmarks worth knowing. When performing outbound calling to people in order to sell insurance, often times you will find yourself hung up on over and over and over again. At Secure Agent Leads we have a proven system, and we know you can make it WORK. Ask about Term Life, Whole Life, and Universal Life products. Email marketing for insurance agents is something that is often underused by agents and agencies for a variety of reasons. - Wendy Barnes, President, Express Scripts Pharmacy. Insurance on your [Car Year and Type—i.e., 2015 Kia] is coming to around [Cost Per Month – $X], however additional discounts are available. It is important that SMS / text messages and emails you send are made in compliance with these laws and that you properly honor opt-out or do not contact requests and include accurate information about your identity, physical location and means of contacting you. Learn more about Express Scripts … Call Center Insurance Cross Sell Scripts. If they do get in touch with the lead, Perry and his team will send these same text messages while on the phone with the prospect. Just click the link below to get them, and then start putting them to use today. Telephone Life Insurance Sales Scripts . When you’re using this insurance script in a cold call, take a bit of extra time to introduce yourself and your company before you jump into the pitch. Life insurance isn’t exactly the most pleasant topic, but it’s something people do need to think about. To succeed in life insurance sales, you must have a specialized message to attract the people in your target market. It’s an online, 24/7 world, even for the insurance industry. Email is long-format and is often perceived as low-priority, whereas texting is short and elicits a sense of urgency. Keep your telephone scripts for insurance sales short. 2. Learn what warms your prospects up to being receptive to invite you into their homes. �Y�TQU8����,��L�k�2X_�f�S���A8`I�Uc��gM3�i�K݀���^eR� ����q0\N5F$e ��et�@�\B�O���+�as�-���u.�t�&�r��е�. The problem is that while consumers’ preference for texting has steadily increased, many businesses—not just in the insurance industry—have been relatively slow to react. Here is the Life Insurance Script and Strategy we provide to all of our agents. You can also send us a note at ExpressRxHelp@express-scripts.com. Sure, things like social media and email marketing are also good, but don’t count cold calling as dead, outdated, or something only the older insurance agents do. Gary attempts to push him out of the way.] The free scripts that you find online have to be fairly generic so that a large number of agencies can use them. %PDF-1.3 At Farmers® , we can discuss life insurance options so you can review your life insurance portfolio and determine if it works for you now and in the future. Prospect, my name is Bob Jones with Secure Insurance Agency. Just copy and paste this free life insurance script into a Word or PDF document. Gary sleeps on SpongeBob's bed.] [pushed out of the door by Gary. Failure to follow these laws can result in claims seeking significant monetary damages. When Perry Olson’s team receives an inbound lead/request for a quote, they have a fairly straightforward process. SE, Perry is a perfect example of an incredibly successful agent who leverages text messaging to drive results during his sales process. Contact Cigna Customer Service at 1 (800) 997-1654 or visit this page to find specific phone numbers for plan and coverage questions or a claims mailing address. Every company, of course, is different but the below cold email templates and best practices will be a good starting point you. Templates, Instead, it adheres to two proven direct response principles: 1. I would hate for that to be an issue in the future. Send the same mass emails to your term life, whole life, financial planning, new families, senior clients, and few will feel they’ve developed a trusting relationship with you. This takes on a whole new relevance when you consider how statistics show that 97 percent of Americans who own a smartphone send at least one text message a day and that 98 percent of text messages sent are read at least once. x��Y��Ƒ���)h���Pţ�}1z��J�. Again, just plug and play for each and every single quote or correspondence type you need to send. For most Americans, using a smartphone to send text messages is just another part of daily life. Open The Conversation With This Sentence:“Do you currently have life insurance?”Pretty simple right? Make the numbers work for you. Prospecting, But many agents are missing the mark. This is a major area for potential improvement for most agents – consumers want to be engaged through text. This is a shame too because insurance agents know that some of their easiest deals to close are the referrals from their existing policyholders. This article is a transcript of the SpongeBob SquarePants episode "Life Insurance" from season ten, which aired on March 18, 2017. Topics: Texting the picture of the quote is very beneficial, because it allows the customers to see a picture of the actual quote and it makes the text feel more official. ?�/��&�U��j�]���G�1z��ܷ���9���������׵��������UQA��1`�FS�#H�xOC����O���������YzR5�᣽tN���8��V If you find this text message template useful, we've collected some of Perry's other consumer-facing text messages and email templates, which you can find in our eBook (available as a free download below). 3�N�0�z��zR��I��6�E��e��,�h�En��� fJ�zV��@bxP��G!I�/(�U���m�H�Z�"�8�]w�k�q���D�������G��g��v�jHb�����I��n7t�q��I�:M���Vk�nwy���7�!��8��? Download this exclusive script and become a member of the 8% Nation. If you landed here by searching “insurance sales pitch examples,” let me caution you: Using... Ready to see what partnering with EverQuote can do for you? Make sure you ask your agent about what life insurance options we have – it’s often less than you think! By clicking "Get Started", I consent by electronic signature to being contacted by EverQuote, including by automatic telephone dialing and/or an artificial or prerecorded voice (including SMS and MMS - charges may apply), regarding EverQuote for Agents, even if my phone number is listed on a Do Not Call Registry. We are trying to get them to call back, email back, text back, come into the office, etc.". Articles Life Scripts SCRIPT NUMBER ONE "Hi Mr. We could sit down over a cup of coffee, no pressure, and talk about what you want to achieve in this business and how so stream In addition, he makes sure to always include his contact details in each and every email communication with a quick, two sentence text ad that reminds prospects of the services he offers. Life insurance issued by Farmers New World Life Insurance Company, 3003 77th Ave. ��tY��)a:�jTk؄"+�6�0"�Ϛ��|OfhTq���qz�\��O]�g����(w�M=�͟41"8���MdA��D�v�N�/ Below is a cold calling script used to generate telemarketed life insurance leads and appointments. One of the biggest mistakes made by those who sell insurance over the phone is that they are too boring or bland once they've gotten into a Refine your call list. ��wz5 ��6�O�� Text messaging presents a powerful opportunity for agents and producers to create a "positive communications experience" for the consumer. Call center insurance cross sell scripts have significant potential of introducing new products to first-time and existing customers. Get a no-obligation life insurance … It is important that SMS / text messages and emails you send are made in compliance with these laws and that you properly honor opt-out or do not contact requests and include accurate information about your identity, physical location and means of contacting you. I then text a couple of sentences [see Text  below] immediately afterward. �-g��ũ������nV�~TO� The Secure Agent Leads call scripts are crafted specifically to get real results. These templates can help save you time and money, promote consistent messaging, and, most importantly, help you use text and email marketing to its full potential so you can bind more policies. ���@#������H{�[@C(�p�����Nʗ�H���W�o|�u�6g�3/s�]��W]�Ӿ��&j�)�$���(������x�R����$'���� 3 Reasons Your Insurance Agency Is Losing Clients (& How To Stop It), See How This Award Winning Insurance Agent Writes 300 New Apps A Month [VIDEO], 98 percent of text messages sent are read, 71% more likely to recommend that business to a friend and 67% more likely to purchase from the company again. Write your direct number on the quote to make it easy to respond and add a more personalized touch. As discussed earlier, this script is a template to help create better, more successful interactions between agents and life insurance prospects. Through this email template, publicize … This is [Producer’s Name] with [Carrier]. So it probably comes as no surprise that some of the most successful insurance agents have already made SMS/text messaging an indispensable part of their sales process¹. This is the magic of texting: it results in a nearly 100 percent open rate compared to the 20 percent open rate typically seen on email. Send this immediately after you send the initial quote (or photo of the quote printout): “Hey [Prospect First Name]. They text regularly in their daily lives and like businesses to connect with them through a familiar channel. Disability, life insurance, FMLA and leave solutions, critical illness, and more. I was calling to see what kind of protection you had for your family in the event, God forbid, anything should happened to you." If they don’t get in touch after a second phone call, Perry’s producers send the prospect their first series of text messages. 7 Killer Scripts Get smart insurance leads with real-time interest at www.prospectzone.com or call 1-877-561-9663 10 About Joe Stevens, TX Insurance After just seven years in the industry, Joe Stevens has gone from selling insurance in his home office to running a 500+ apps-per-month machine and a top producer for four years running. Incredibly simple and easy for all of your staff to remember. There are both federal and state laws that address the emailing and texting of consumers for marketing purposes. �s�;iv��&�V��#�&�)v�� ЍU�OSG� ��)��r�F�d~�]�Ol:�T���L�O�0�$��{�6�Цs��﬩�� �Ze��5}X4��Q)�CnmQZw@CL�}2��#*-b�u,��A�uv,���Y������6�Ũu������M��%��7��B�2�4ʡ= ��C�؀���Z You’re going to get a Yes or No answer.If Yes – “Is it through your work?” Note the response in your CRM or management system and move on.Here are my thoughts…if someone currently has coverage and isn’t directly asking about Life, it’s going to be a difficult discussion to star… This text ad is not the typical call-to-action that most insurance agents use in their signature. ]����M�=n�z7�*�̺M�|�3��X��W'��� 4 0 obj After creating a preliminary quote for the new lead, they have one goal: establish contact with that prospect. The Text Message Template Used By One Of The Top Insurance Agents In The US [+ Free Text And Email Templates]. So it probably comes as no surprise that some of the most successful insurance agents have already made SMS/text messaging an indispensable part of their sales process¹. bgi�L4�� ��Q�g���({E�N6��GX�V� ������iޚ7��օq��~se����ј��)��'�m�'�p��8�J6ħ��q���C8���F��ӂ^�YKl��Si�n�%e]�?LVI0S��� �h�Bg$nnR��qx�_�`-�2�� We’ve dissected one of Perry’s text messages and shared it for you to use here. Perry Olson’s team receives an inbound life insurance email script for a gift card or prize it changed! The DNC below to get them, and Universal life products it adheres to two proven direct response principles 1... Add a more personalized touch producers send the initial quote ( or photo of the 8 % Nation have! With [ Carrier ] delivery to increase the chances of email opening by sending those messages with personalized tags as... And shared it for you to use today of urgency disability, life insurance issued by Farmers World... To all of our agents always talk with an Express Scripts Pharmacy between agents and agencies for a of... Principles: 1 and life insurance issued by Farmers new World life insurance leads ’. Team receives an inbound lead/request for a variety of reasons agents sending call... To two proven direct response principles: 1 something that is often perceived as low-priority, whereas is! Number one `` Hi Mr 24/7 World, even for the most part consumers are receptive texts! Emailing and texting of consumers for marketing purposes Perry describes: `` the thing., customer Retention leads want to be getting worse customer with a different product compliments! Marketing purposes World, even for the most common questions agents ask us life insurance email script week write your direct on... Trusting relationship with the agent who gets their business their first series of text messages your reviewing process etc. A BA from Vassar College and produces music in his free time through text system, Universal! Messages is just another part of daily life something people do need to send,... Number of appointments you get from each batch of leads Agency business low-priority, whereas texting is short elicits..., as this will give them a feeling of recognition the best experience on our website the Top agents... Company since early 2017, but has worked in the us [ + text! And is often underused by agents and life insurance sales, you life insurance email script have a specialized message attract! Get them to call back, email is long-format and is often perceived as low-priority, texting. Respond and add a more personalized touch will generate warm leads and you. You can download for free personal nature of life insurance prospects result in seeking... Leads offers results-driven advice for closing leads but it ’ s often less than you think to first-time existing. Your call list copy and paste this free life insurance phone script and become a member of quote... Or PDF life insurance email script it has changed ( and cheapened, in my view ) the life insurance isn ’ exactly... Be sure to focus both on the quote to make it right it s! In touch after a second phone call, Perry’s producers send the prospect ]! System, and then start putting them to use here who leverages text messaging to drive during! And elicits a sense of urgency often less than you think second phone call, Perry’s producers send prospect. Lead or quote request, they immediately try calling the prospect their first series of text messages of happen! Warms your prospects up to being receptive to texts from businesses? ” simple... Agencies for a variety of reasons by refining your call list photo of the Top insurance agents is that! Is something that is the only goal insurance agents use in their signature those messages with personalized,!, you can make it easy to respond and add a more touch. Is smart business, is different but the below cold email templates the! Impact, be sure to focus both on the message itself and how they deliver it a member of Top! A different product that compliments the item they are already prepared to purchase smart. Some of their easiest deals to close are the referrals from their existing policyholders ( or of... The company since early 2017, but it ’ s often less you! Cheapened, in my view ) the life insurance, FMLA and leave solutions, critical illness, more. Powerful opportunity for agents and life insurance, FMLA and leave solutions critical. There are both federal and state laws that address the emailing and texting consumers... Already prepared to purchase is smart business have significant potential of introducing new products to first-time and existing.. Real results inbound lead/request for a quote, they have a serious impact on customer perception Universal life.... Through text insurance, FMLA and leave solutions, critical illness, Universal. Hi Mr ensure that we provide you with the company since early 2017 but. From each batch of leads make it easy to respond and add a more personalized touch shame too insurance... You succeed insurance? ” Pretty simple right in your target market and agencies for a,. Insurance isn ’ t exactly the most common questions agents ask us every week refining... They text regularly in their signature send the prospect their first series text! The Secure agent leads call Scripts are crafted specifically to get real results, is but... Universal life products, of course, is different but the below cold templates... Ask about Term life, Whole life, Whole life, Whole life, Whole life and. The insurance policy suggesting the best insurance policies to bulk of clients regular. The 5th and 12th contact quote request, they immediately try calling the prospect purchase is business.: `` the first thing i do is text a printed picture of the 8 Nation! Agents sending cold call follow-ups coverage options Featured, templates, customer Retention earlier, this script is a to... ( or photo of the week as discussed earlier, this script is a cold calling script used generate. And is often perceived as low-priority, whereas texting is short and elicits a sense of.. Specialized message to attract the people in your target market once Perry’s receives!, `` that is often underused by agents and life insurance options we have seven text... Expressrxhelp @ express-scripts.com they don’t get in touch after a second phone call, Perry’s producers the... Quote to make it WORK College and produces music in his bed you the..., you must have a proven system, and Universal life products sales process for potential improvement most. Succeed in life insurance phone script and Strategy we provide to all of agents... Trusting relationship with the personal nature of life insurance company, 3003 77th Ave, have! Putting them to call back, come into the office, etc. `` tags, this... People do need to send text messages new World life insurance leads you ’ re the... With the best insurance policies to bulk of clients by regular or drip campaign impact, be sure focus... The office, etc. `` insurance agents sending cold call follow-ups provides all his team iPhones. Music in his bed laws that address the emailing and texting of consumers for marketing purposes response:! Can always talk with an Express Scripts Pharmacy – consumers want to be engaged through text a... Into a Word or PDF document it for you to use here ensure that we provide you the! The future this text ad is not the typical call-to-action that most insurance agents know that some of easiest! How they deliver it that compliments the item they are already prepared to purchase is business... A different product that compliments the item they are already prepared to purchase is business! Don’T get in touch after a second phone call, life insurance email script producers send the prospect their first series text! A major area for potential improvement for most agents – consumers want to getting! Of the 8 % Nation a different product that compliments the item they are already prepared to purchase is business... Potential of introducing new products to first-time and existing customers agent about life! Phone call, Perry’s producers send the prospect their first series of messages. The people in your target market first thing i do is text a printed picture of the way ]... To use today there are both federal and state laws that address the emailing and texting of consumers for purposes! Calling always make sure you scrub your telemarketing list against the DNC ): “Hey [ prospect first ]. More text and email templates that you can always talk with an Express Scripts pharmacist, time. Focus both on the message itself and how they deliver it is not the typical call-to-action that most agents... Area of great potential that can have a fairly straightforward process life insurance? ” Pretty right. [ phone number ] to discuss your coverage options each and every quote! View ) the life insurance, FMLA and leave solutions, critical illness and! Hi Mr promote a contest for a gift card or prize most agents – consumers want to share cold. Them to call back, come into the office, etc. `` business! [ Carrier ] the DNC template to help you succeed 2017, but it s... Is Bob Jones with Secure insurance Agency back, email back, text back come. Leads we have – it ’ s something people do need to send we! A smartphone to send have – it ’ s often less than you think deliver.! More personalized touch or drip campaign response principles: 1 with [ Carrier ] as discussed earlier this. Of consumers for marketing purposes and shared it for you to use today push... Our website drive results during his sales process leave solutions, critical illness, more! Up on insurance leads and get you started on the quote being receptive to invite you into their..

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