Welcome Appointment Setters! This page will walk you through the basics of how to call and set appointments for insurance agents to sell mortgage protection and final expense life insurance. Watch all of the videos and listen to all of the audios below to learn exactly what to say on the phone and how to use the appointment setting software.
Intro to the Virtual Mentor Power Dialer
Mortgage Protection Scripts
Below are the phone scripts for mortgage protection. There are basically two different types of leads: new leads (called “A leads”) and not so new leads (called “bonus leads” or “B leads”). The scripts are basically the same except for the intro when you’re finding out if they remember filling the form out and how you respond to their answer. Study the scripts below so you’re comfortable with them.