"Good morning/afternoon/evening, this is [Your Name] from Calhoun Insurance Services. May I

speak with [Lead’s Name]?"

"Hello [Lead’s Name], I’m calling in response to your request for information about final expense

insurance. Is now a good time to talk about this?"

“Great, I see that you filled out a form online to learn more about final expense insurance. Can you confirm that you are still interested in receiving information about this?"

"Perfect. We have a team of licensed agents who can provide you with more information and

answer any questions you may have. Before I transfer you, may I verify your date of birth and state/zip code to ensure that our agents are able to assist you effectively?"

"Thank you. Can you please confirm your date of birth for me?" 

"Thank you for confirming your DOB. Can you also please confirm your state and zip code?"

"Thank you for verifying your DOB, state, and zip code. Finally, can you please confirm the method of payment you would like to use for your final expense insurance? (options include credit/debit card, bank transfer, check, or other)."

"Thank you for verifying your payment mechanism. I will now transfer you to one of our licensed agents who can provide you with more information and help you complete your application. Is there anything else I can assist you with?"

"I understand. However, our licensed agents may need this information to better assist you. Can we please take a moment to verify your date of birth and state/zip code now?"

"I apologize for any inconvenience. Unfortunately, we are unable to transfer you to one of our licensed agents without verifying your DOB and state/zip code. However, you can always reach out to us again if you change your mind. Thank you for considering us for your final expense insurance needs."

"I understand. However, our licensed agents may need this information to better assist you. Can we please take a moment to verify your payment mechanism now?"

"I apologize for any inconvenience. Unfortunately, we are unable to transfer you to one of our licensed agents without verifying your payment mechanism. However, you can always reach out to us again if you change your mind. Thank you for considering us for your final expense insurance needs."

"I’m sorry, I wasn’t able to reach [Lead’s Name]. I’ll leave a message and follow up with an email. Thank you for your time, and have a great day."