Health Insurance Appointment Script

Hi, this is _____________. Can I speak to the manager, please?

Thank you for taking my call. I know you are busy. Can I have 27 seconds to tell you why I called?

My name is _____________ and I’m with The Benefit X-Change.

We work with businesses like yours and offer a brand-new approach to health care. If it’s just for you or your family… you’re going to love it! And if you furnish health benefits for your employees… not only will you love the saving but they will love you because they won’t spend any money out of their pocket when they need medical care.

All I’m looking to do today is schedule a quick 15-minute demo call to break it down for you before you decide if you want to move forward or not.

And if not, at least you will recieve some good information. Sound good?

Is morning or afternoon better for you?

Book a time and ask the qualifying questions.

Just to confirm, my name is _________ and I will call you at [meeting date and time] and share my screen to break it all down for you.

Thank you so much for chatting with me today, [Prospect’s Name]. I’m really excited for you to learn more about our solution and see its impact on your business.

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If they say no, thank them for their time and ask if you can email them the information.

Example: Would it be alright if I send you a follow-up email to review at your convenience?

If they agree, send the email, and set a reminder to follow up.

This way, I can get back to you tomorrow and address any concerns you may have.

If not, thank them for their time and ask if they can provide another point of contact.

ABOVE ALL: Be nice… no matter what… even if they question your ancestry or tell you where to spend eternity. Kill them with kindness. Keep your brand’s name and value high and just say to yourself…

NEXT!