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It includes placeholders for company information, licensing identifiers, website and phone number, and state-approved final expense and burial protection messaging. The script guides the agent through qualifying questions on customer needs, family situation, retirement, fun, and preliminary health factors, then discusses pricing drivers and bank/credit-union discount account verification.",{"@graph":69,"@context":121},[70,84,104],{"@type":71,"itemListElement":72},"BreadcrumbList",[73,77,79,82],{"item":74,"name":75,"@type":76,"position":8},"https://docshare.wps.com","Home","ListItem",{"item":78,"name":9,"@type":76,"position":14},"https://docshare.wps.com/document/",{"item":80,"name":40,"@type":76,"position":81},"https://docshare.wps.com/document/research-report/",3,{"item":83,"name":65,"@type":76,"position":19},"https://docshare.wps.com/document/agent-phone-sales-script/347998/",{"url":83,"name":65,"@type":85,"image":86,"author":91,"headline":65,"publisher":94,"fileFormat":97,"inLanguage":63,"description":67,"dateModified":98,"datePublished":98,"encodingFormat":97,"isAccessibleForFree":99,"interactionStatistic":100},"DigitalDocument",{"url":87,"@type":88,"width":89,"height":90},"https://docshare.wps.com/thumbnails/agent-phone-sales-script/347998.png","ImageObject",300,407,{"name":92,"@type":93},"Ivy","Person",{"url":74,"name":95,"@type":96},"DocShare","Organization","application/pdf","2026-09-22",true,{"@type":101,"interactionType":102,"userInteractionCount":4},"InteractionCounter",{"@type":103},"ViewAction",{"@type":105,"mainEntity":106},"FAQPage",[107,113,117],{"name":108,"@type":109,"acceptedAnswer":110},"What is the main goal of the phone call according to the script?","Question",{"text":111,"@type":112},"The script emphasizes building rapport and ensuring the family does not have to pay out of pocket for funeral and burial costs.","Answer",{"name":114,"@type":109,"acceptedAnswer":115},"Which information does the agent confirm during the introduction?",{"text":116,"@type":112},"The agent provides company and contact details, mentions licensing and authorization, and verifies the client’s phone number and state information.",{"name":118,"@type":109,"acceptedAnswer":119},"What health topics are asked to guide plan qualification?",{"text":120,"@type":112},"The script asks about heart problems, stroke, internal cancer, AIDS/HIV status, terminal illness, diabetes, blood pressure, emphysema/COPD, inhaler or oxygen use, liver or kidney disease, disability and confinement, tobacco use, home health care, height/weight, other conditions, and current medications.","https://schema.org",{"og:url":83,"og:type":123,"og:title":65,"og:site_name":95,"og:description":67},"article",{"robots":125,"canonical":83},"index,follow",{"doc_id":127,"site_id":62},347998,1790070470,{"code":4,"msg":5,"data":130},{"doc_id":127,"user_id":131,"nickname":92,"user_avatar":132,"doc_module":4,"category_id":39,"category_name":40,"doc_title":65,"doc_description":67,"doc_content":133,"file_id":134,"file_url":135,"file_type":136,"file_size":137,"view_count":4,"is_deleted":4,"is_public":8,"is_downloadable":8,"audit_status":8,"page_count":138,"language":139,"language_code":63,"site_id":62,"html_lang":63,"table_of_contents":140,"faqs":141,"seo_title":142,"seo_description":67,"update_tm":128,"read_time":143},549758252649,"https://ap-avatar.wpscdn.com/avatar/8000253669c5317157?_k=1778319167496531819","AGENT PHONE SALES SCRIPT  \nHi, Mr. / Ms.   , my name is agent full name. Please feel free to call me agent’s first name. Do you mind if I call you customer’s first name? Are you doing okay today?  \nNow Mr. / Ms.   , do you have a pen and paper? I’m going to give you some important information, okay? Great! Our company is (company name), and our customer service telephone number is   , and our web address is (your website address). My National Producer number is_ . That number lets you know that I am licensed by the state of   and authorized to talk to you about final expense life and burial protection. ((Add any association information here. Ex: We are also members of the U.S. Chamber of Commerce as well as Platinum Members of the Greater Houston Better Business Bureau, and have been awarded their highest rating of A+ . My information shows your telephone number as , is that  \n_  \ncorrect? (Your BBB \\#).))  \nMr. / Ms.   , final expense benefits are small, affordable, permanent whole life insurance policies that are regulated by the State of    for folks that live on a limited income each month like social security, disability and disabled vets. Best of all, they’re permanent plans that never change.  \nMr. / Ms.   ,(( Add your credentials here Ex: since 1984, Company Name has been working  \nwith all of the top companies in  (STATE)  , and we do that to be able to get  \nyou the best final expense plans at the lowest price. )) These State approved whole life plans provide cash benefits for funeral and burial protection. I want you to know your premiums can never be increased and the cash benefits can never be reduced or cancelled as long as you pay your monthly premiums, which can beas low as $1 .00 per day. There are a few health questions and a free quote to qualify for your requested benefits and your benefits are secured for  \nyour family by applying for them over the telephone without spending any money today.  \n-SLOW DOWN-THE GOAL IS TO BUILD RAPPORT! IT’S ALL ABOUT THEM! REMEMBER: TO BUILD RAPPORT, YOU MUST LEARN ABOUT THEM-THEY MUST LEARN ABOUT YOU! TRY TO IDENTIFY COMMON GROUND WITH THEM AS MUCH AS POSSIBLE (WHAT DO YOU HAVE IN COMMON)?  \nMr. / Ms. _. All right, now that we have that out of the way. ... I know (STATE) is a beautiful part of the country. So, how long have you been living in (client's city)?  \nDo you have children, grandchildren? Do they live close by? How often do you see them? Would your children be the beneficiary of a plan or another family member?  \nAre you retired? What kind of work did (do) you do? How long?  \nWhat do you like (or) get to do for fun?  \nWell, I commend you for looking into this, (Client) . Many families wait until it's too late. You are very wise for reaching out for my help and I thank you for sharing a little bit about yourself with me.  \nOne of the most common needs of the people I talk to every day is to JUST MAKE SURE their family DOESN'T HAVE TO DIG INTO THEIR POCKETS TO PAY FORYOUR FUNERAL    \nHave you ever had to pay for someone's funeral? Yes/No What was that like?  \nWhat financial issues/concerns did you experience?  \n(If No!)  \nIf the good Lord came calling next week, how do you think your family would handle these costs especially if there's nothing (not enough) in place to protect them?….( LISTEN TO ANSWER) .  \n(If Yes!)  \nWell then you understand the importance of having a plan in place to take care of your own funeral and burial expenses.  \nOK, (CLIENT), I really feel comfortable moving forward with you, because it's obvious you have a need and you really care about your family. Now, I promise todo everything I can to get you qualified for one of these STATE approved plans and any ADDITIONAL NO-COST benefits available in (STATE) as well.  \nMr. / Ms.   , were you interested in protection for yourself or another member of the family?   .  \nMr. / Ms.   , I need to ask you some preliminary health  \nquestions. This will help guide us to the best company for you. Then we can","cbCaipE3ljEk2FyX","https://ap.wps.com/l/cbCaipE3ljEk2FyX","pdf",332828,11,"English","# Agent Introduction\n## Rapport Building\n## Client Needs and Qualification\n## Preliminary Health Questions\n## Pricing Factors and Discount Account Verification","[{\"question\":\"What is the main goal of the phone call according to the script?\",\"answer\":\"The script emphasizes building rapport and ensuring the family does not have to pay out of pocket for funeral and burial costs.\"},{\"question\":\"Which information does the agent confirm during the introduction?\",\"answer\":\"The agent provides company and contact details, mentions licensing and authorization, and verifies the client’s phone number and state information.\"},{\"question\":\"What health topics are asked to guide plan qualification?\",\"answer\":\"The script asks about heart problems, stroke, internal cancer, AIDS/HIV status, terminal illness, diabetes, blood pressure, emphysema/COPD, inhaler or oxygen use, liver or kidney disease, disability and confinement, tobacco use, home health care, height/weight, other conditions, and current medications.\"}]","Agent Phone Sales Script | PDF",28]