Embedded Files
This documents the entire Life Insurance webform and hesitations that you may encounter.
INTRO
Hello (customer’s first name)?
Hi (customer’s first name), this is (your name) with Smart Financial on a recorded line. Regarding the insurance quote you requested. I just need to verify a few things you submitted. Please let me know if I need to make any corrections. Just to confirm, you are interested in getting a quote for life insurance, correct?
***Continue to verify the information needed on the quote form and ask the mandatory questions in order.
VERIFICATION
WEB FORM QUESTION
CUSTOMER HESITATION / NOTES
PRESCRIBED REBUTTAL
Just to confirm, you are interested in getting a quote for Life Insurance, correct?
SKIP THE NAME AND PHONE NUMBER
Update when necessary
It says here you entered 90210 for your ZIP code, correct?
Do you have an active Life Insurance policy now?
Do you have any pre-existing medical conditions?
A yes or no would be fine.
What do you mean by that?
Verbiage: "Are you taking any maintenance medications?"
Usually when you have a pre-existing medical condition, you take prescriptions for asthma, high cholesterol, and the likes.
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