SELLING FINAL EXPENSE INSURANCE - Script Samples to Set More Appointments and Expand Your Book of Business

Sep 22, 2026

Upload by Hazel

Sales script samples for engaging final expense insurance prospects, especially aged leads in a CRM. Provides phone dialogue to reignite interest quickly by emphasizing promotional rates or offering free quotes. Includes guidance for initial contact, handling objections with value-first messaging, confirming next steps and email follow-up, and conducting effective follow-up calls. Also covers setting the call agenda, establishing credibility, using state license disclosures, and uncovering customer pain points and situations.

LanguageEnglish

CategoryHealthcare

FormatPDF

Pages13

Reading Time33 min

AccessFree to download

Engaging with Aged Final Expense Leads

The Promotional Offer

The Free Quote Offer

The Follow-Up Call

Setting the Agenda and Introducing Your Plans

Uncovering Pain Points and Understanding Customers’ Situations

SELLING FINAL EXPENSE INSURANCE Script Samples to Set More Appointments and Expand Your Book of Business [a g e n t p i p e l i n e . c o m](a g e n t p i p e l i n e . c o m) ENGAGING WITH AGED FINAL EXPENSE LEADS With warm leads that you reach with high speed to lead, you’ll be talking to them while their interest is high. Perhaps they still have a value proposition from your website or marketing materials in their head. But with aged leads, it’s often a different story. For leads that have failed to answer and have remained in your CRM for longer periods, reigniting their interest in your offerings may require quickly offering them something of value. This might include making them aware of promotional rates or offering them a free quote. The Promotional Offer Promoting newly released rates or plan options provides agents with a great opportunity to quickly raise interest among both existing and prospective customers. To get out in front of various potential objections, lead with promotional details straight away. For example: Agent “Hello,(PROSPECT NAME). This is (AGENT NAME) from the Final Expense Department at (BUSINESS NAME). I’m calling to let you know that we’ve just released new rates. Based on the information I have here, I think we might be able to help you protect your family from the burden of rising costs. Do you have time to discuss our new offer right now? The Free Quote Offer In all areas of insurance, the quote is an indispensable tool for sales teams. When gathered online it can be a great way to generate leads and customer data that informs sales. However, it can also be a great thing to generate customer interest over the phone. Consider the following final expense insurance script sample: “Hello, my name is (NAME) from the Final Expense Department at (COMPANY NAME). Am I speaking with (CUSTOMER NAME) ?” Agent “Yes, speaking. May I ask what you’re calling about?” Prospect Agent “I’m calling to discuss your final expenses insurance coverage. I’m offering free quotes this week to people who have expressed interest. There’s no obligation to buy and it only takes a few minutes to see if we can save your family a significant amount of money down the road with just a small monthly payment. Do you have time on (DATE) to run through your needs and options with one of our licensed underwriters in your area?” Alternatively, many agents will be able to follow up with a free quote via email, eliminating any need for separate discussions or meetings. In this case, after an agent has received the necessary preferences and data to inform the free quote, ending the call with a confirmation of next steps can establish a firm timeline and keep a customer moving down the sales funnel toward purchase. Agent Agent Agent “So, now that I have this information about the kind of plan you’re looking for, I’ll be able to generate a personalized quote for you and your family. I will have that in your email inbox by the end of today. To confirm, your email is (CUSTOMER EMAIL), correct?” “Correct.” Prospect “Great, thanks. Once you receive the quote, you can review it and let me know if you have any questions at all. I’ll plan to check in with you again on (DATE AND TIME) after we’ve finished our review process. Is that okay for you?” “Yes.” Prospect “Perfect! I’ll get started on your quote right away. Thanks so much for your time. Looking forward totalking with you later this week. Have a good rest of your day.” The Follow-Up Call Especially in insurance, many successful sales will wind up happening only after multiple calls. Agent “Hi,(CUSTOMER NAME). This is (AGENT NAME) from (BUSINESS NAME). I’m calling to follow up on our discussion the other day. Have you had time to review the information I sent over? I’d be happy to answer any questions you might have about the policies or anything else you’re wondering about.” This open-ended approach puts the ball in your cust

FAQs

How should agents engage aged final expense leads that haven’t responded yet?

Agents should offer something of value quickly, such as promotional rates or a free quote, to reignite interest when leads fail to answer and sit in the CRM.

What is the recommended approach for offering promotional rates?

Lead with promotional details immediately to address potential objections, explaining that new rates may help protect the family from rising costs and asking if the prospect has time to discuss the offer.

What should an agent do in follow-up calls after sending information or a quote?

Use an open-ended check-in to ask whether the prospect reviewed the information, offer to walk through basic details if not, confirm timing for further review, and set a clear plan for next steps.

Sep 22, 2026

Upload by Hazel