Step 3: Calling Leads

Preparing to Call Your Leads

Mastering The Phone Scripts

Calling your leads and scheduling your appointments is single-handedly the most important part of your business.  It doesn’t matter how well you know the products or how good you are in sales, without appointments you’ll never have a chance to sell a policy.  Take your time on this section, print and memorize the scripts, and role play with a partner until you can comfortably deliver the script without sounding scripted.

Mastering The Phone Script (Watch ALL FOUR videos below)

Print ALL the forms below to have with you when calling your leads

Mortgage Protection Phone Script

Activity Report

Client Qualification Form

Final Expense Phone Script

Learn from top agents in the company by listening to these audios

Print This “Overcoming Objections” Document

Recommended Schedule for Calling

Day Time Note
Friday 10am-12pm; 2-8:30pm You should be able to get at least 5-10 appts during this time
Saturday 9am – 2/3pm You should be able to finish the # of Appts you committed to
Saturday 3/4pm – 7pm “Happy Hour Dialing” if needed
Sunday 2pm-6pm If needed to get the number of appts you need for the week
Mon-Thurs 5pm-8:30pm If needed to get the number of appts you need for the week

Setup another phone number to call from for Free

As referred to in the “Getting Ready to Call Your Leads Audio.”

Getting an additional phone number to call from that can be

integrated for free on your smartphone is probably hands down

one of the best things you could do to reach more people.

Click Here to learn how to setup a FREE in-state or out of state

phone number to assist in calling your leads with Google Voice.