Outbound Final Expense Call..

Hello, am I speaking with ?

This is from the Health Scout on a recorded line. We are calling to follow up on the information you requested about life insurance. I just have a few questions to see what you qualify for.
Let me check if we have insurance options in your state. Ok?

30% Complete

Are you between the ages of 50 and 79 years old?

Medical Alert Budget

A medical alert system can keep you and your loved ones safe and secure in the event of an emergency, allowing you to maintain your independence and quality of life. There are no long-term contracts, no activation fees, equipment is included, and the service plan is only about $40 per month. Would that be within your budget?



Pharmacy Survey

Do you have Medicare?

IF YES: You may qualify for extra pharmacy benefits like free home delivery, time-of-day packaging, automatic refills and zero co-payments. Do you take 6 or more prescription medications?

IF YES: Great! Someone from ExactCare Pharmacy will call you back to tell you more about what you qualify for, okay?


40% Complete

Do you currently have an active final expense life insurance policy?

60% Complete

Are you interested in getting information about life insurance options to ensure that if something happens to you, your loved ones will be taken care of financially with the best coverage for the best possible price?

Down Sell Offer-Term Life

While I still have you on the line, what I’d like to do is get you in contact with one of our licensed agents to get you more information on a life insurance policy between $5000 to $50000, okay? MUST BE YES

Qualifying Questions

• Great! May I ask if you are between the age of 50 and 79 years old (we need to confirm if there’s age requirement) If there is, then response must be YES

• Do you have a household income of at least $50,000 (we need to confirm if there is an income requirement) If there is, then response must be YES

• IF QUALIFIED: Great! You may qualify for a life insurance that guarantees payment of a stated death benefit if the covered person passed away on a specified term. Upon death, the significant benefit can replace lost income, pay for funeral cost, etc. I will transfer you now to a licensed agent in your state so you can hear your options, okay? MUST BE YES

Thank you for answering my questions. We are almost done here. For our licensed agent to further assist you, I just need to confirm some information.

1.   I have your full name as , is that correct?
2.   You currently live in the state of Wyoming, is that correct?
3.   And the best phone number to reach you is , is that correct?


Medical Alert Budget

A medical alert system can keep you and your loved ones safe and secure in the event of an emergency, allowing you to maintain your independence and quality of life. There are no long-term contracts, no activation fees, equipment is included, and the service plan is only about $40 per month. Would that be within your budget?


Pharmacy Survey

Do you have Medicare?

IF YES: You may qualify for extra pharmacy benefits like free home delivery, time-of-day packaging, automatic refills and zero co-payments. Do you take 6 or more prescription medications?

IF YES: Great! Someone from ExactCare Pharmacy will call you back to tell you more about what you qualify for, okay?

Hand-Off




Transfer Term Life:  7026206901


I have here interested to hear options for a term life product with coverage between $5000 & 50000. He is from the state of Wyoming. His phone # is . Can you take the call?

IF YES: Thank you both. I will disconnect from the call now.


75% Complete

Did you know that the average funeral cost ranges from ten thousand to twenty thousand dollars? Having a low-cost final expense policy is one of the only ways you can guarantee money to your family so they can pay the cost of your funeral, burial and other expenses.

Would you be interested to get more information on a final expense or burial policy between
five thousand to fifty thousand dollars OR greater than fifty thousand dollars?

85% Complete

Great! What I'd like to do is get you in contact with one of our licensed agents, OK?

Thank you for answering my questions. We are almost done here. For our licensed agent to further assist you, I just need to confirm some information.

1.   I have your full name as , is that correct?
2.   You currently live in the state of Wyoming, is that correct?
3.   And the best phone number to reach you is , is that correct?


Medical Alert System

A medical alert system can keep you and your loved ones safe and secure in the event of an emergency, allowing you to maintain your independence and quality of life. There are no long-term contracts, no activation fees, equipment is included, and the service plan is only about $40 per month. Would that be within your budget?



Pharmacy Survey

Do you have Medicare?

IF YES: You may qualify for extra pharmacy benefits like free home delivery, time-of-day packaging, automatic refills and zero co-payments. Do you take 6 or more prescription medications?

IF YES: Great! Someone from ExactCare Pharmacy will call you back to tell you more about what you qualify for, okay?

85% Complete

Great! You may qualify for a life insurance which has a policy coverage above $50,000 that guarantees payment of a stated death benefit if the covered person passed away on a specified term. Upon death, the significant benefit can replace lost income, pay for funeral cost, etc.

Thank you for answering my questions. We are almost done here. For our licensed agent to further assist you, I just need to confirm some information.

1.   I have your full name as , is that correct?
2.   You currently live in the state of Wyoming, is that correct?
3.   And the best phone number to reach you is , is that correct?


Medical Alert Budget

A medical alert system can keep you and your loved ones safe and secure in the event of an emergency, allowing you to maintain your independence and quality of life. There are no long-term contracts, no activation fees, equipment is included, and the service plan is only about $40 per month. Would that be within your budget?



Pharmacy Survey

Do you have Medicare?

IF YES: You may qualify for extra pharmacy benefits like free home delivery, time-of-day packaging, automatic refills and zero co-payments. Do you take 6 or more prescription medications?

IF YES: Great! Someone from ExactCare Pharmacy will call you back to tell you more about what you qualify for, okay?

100% Complete

Prep For New Policy Transfer

Ok great! Let me put you through to our licensed insurance agent. Please ask them any important questions you may have so we can provide you with an affordable quote for your family. OK?  (Must Be Yes)

IF YES: Please stay on the line with me as I transfer you.

Transfer FE (New Policy):  7472191802


Hello, my name is with Health Scout on a recorded line.

I have on the line from the state of Wyoming.

His / Her phone # is .

Can you take the call?


IF YES: , they will continue to assist you. Thank you and have a great day!

IF TRANSFER NOT ANSWERED: Our licensed agents are all taking calls at this time. I will just call you back at your convenient time so I can connect you with them. Thank you so much for your time. Have a great day!


Prep For Existing Policy Transfer

Ok great! Let me put you through to our licensed insurance agent. Please ask them any important questions you may have so we can provide you with an affordable quote for your family. OK?  (Must Be Yes)

IF YES: Please stay on the line with me as I transfer you.

Transfer FE (Existing Policy):  7142488834


Hello, my name is with Health Scout on a recorded line.

I have on the line from the state of Wyoming.

His / Her phone # is .

Can you take the call?


IF YES: , they will continue to assist you. Thank you and have a great day!

IF TRANSFER NOT ANSWERED: Our licensed agents are all taking calls at this time. I will just call you back at your convenient time so I can connect you with them. Thank you so much for your time. Have a great day!


Responses

Doesn't Want to Provide Information

General Not Interested

Wants Information Sent Via Email

I Already Have an Existing Plan

I Already Have That Covered

I Don't Think About That Yet

I Already Have a Last Will and Testament

I Have Savings For That

I’m a Veteran/have Medicaid/Social Security