Insurance approach scripts
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Mr. XYZ's name was referred by someone regarding a career opportunity with TATA AIG LIFE. The representative calls to inform Mr. XYZ about this opportunity, which has great earning potential and opportunity to travel abroad. They ask to meet up to further explain the opportunity and see if Mr. XYZ would be interested. If not interested, they explain the benefits people have received and offer to provide more information at a seminar.
Insurance approach scripts
- 1. Cold Call Approach / Attraction Scripts Greetings Good Morning/ Afternoon/ Evening. May I speak to Mr. XYZ. I am______________ from TATA AIG LIFE. May I know whom I am speaking to? When can I speak to him/her? Thank You. I will try to reach him/her on this Not Available # Available alternative number. Could you please tell him/her Is there any that XYZ from TATA AIG LIFE had called. alternate number where I can contact Could you please tell him that XYZ from TATA him/her? # Not .Available AIG LIFE had called. I am sorry to disturb you. I understand you would be in something important. What would be Available but Busy a convenient time to call? Will 4p.m or 8 p.m be convenient? Thank you very much and have a nice day. Available Mr XYZ , I hope this is a convenient time for you to talk. Talk About Most of us look out for opportunities to enhance our earnings and lifesyle. Sir, may I know what is your Opportunity current occupation? I am sure you must be doing well in your current occupation. In case you are looking Employed/ Self to supplement your income, to fulfill all your dreams and aspirations for your family, I am glad to share with you a wonderful business opportunity with TATA AIG LIFE, Employed/ offering great earning potential, opportunity to travel abroad and lots of recognition. Business Owner TATA AIG Life is expanding its business in India and is looking for individuals who have the passion to do better in life. Unemployed/ TATA AIG LIFE is expanding its business in India and is offering opportunities which VRS/ Housewife have great earning potential, prospects to travel abroad and lots of recognition. We are looking for ambitious individuals who have the who have the passion to do better in life. Sir /Madam , what would be a good time to get together so that I can explain this wonderful opportunity? Appointment How does your schedule look tomorrow ____ (time of day) or would ______ (time) on ___alternate date) be fine? We will be conducting a seminar on ______ (date and time of next Branch COP) where Branch COP this opportunity would be explained in detail. I would like to personally invite you to this seminar. All you need to do is invest an hour of your time. Could I reserve a seat for you? Thanks for your time. Do you have any friends/relatives/colleagues who could be interested in this exciting opportunity. I would appreciate if you Referrals help me with their names and contact numbers. (When you ask for Negative Sign referrals, try to segment the sources properly) If I can show you how a career in the insurance industry has the potential to fulfill all your dreams, would you be willing to consider what I have to offer ?This career opportunity has benefited people like me and I believe you would also benefit Not from this . Or, I would be surprised if you were interested in something that you have not even seen or understood. The seminar/our Interested meeting will provide the information that can help you decide if this is the opportunity that you will be interested in. No Time If I can show you how you can work this out without leaving your current job, can we take this forward. Most prospects, including me, joined this business with very little knowledge about insurance. You will be glad No Ability to know that we provide professional training which will definitely give you the necessary knowledge & skills to succeed in this business. We also provide you with support on the field for initial calls. TATA AIG LIFE Needs Insurance Co is committed towards your success. Discussion with family/ I understand your concern and that is precisely why I would like to come and see you to discuss this excellent others opportunity before you discuss with them
- 2. Natural Market Approach / Attraction Scripts Greetings Good Morning/ Afternoon/ Evening. May I speak to Mr. XYZ. Then when can I speak to him/her? Thank You. I will try to reach him/her on this Not Available # Available alternative number. Could you please tell him/her Is there any that XYZ had called. alternate number where I can contact him/her? Could you please tell him that XYZ had called. # Not Available Available but Busy I am sorry to disturb you. I understand you would be in something important. What would be a convenient time to call? Will 4p.m or 8 p.m be convenient? Thank you very much and have a nice day. Available XYZ , I hope this is a convenient time for you to talk Talk About I have called to inform you about a wonderful business/ career opportunity in TATA AIG LIFE . Opportunity Employed/ How are things going…family, work? I have been associated with TATA AIG LIFE and am Self doing well. The business potential is very high because of the demand for Insurance. Employed/ Initially I never thought that I would be so successful in this business but I am happy that Business I took this decision. I was thinking of you and felt that you could be well suited for a career Owner with TATA AIG LIFE . You have all what is required to be successful in this career. How are things going…family, work? I have been associated with TATA AIG LIFE Life and am doing well. The business potential is very high because of the demand for Unemployed/ Insurance. Initially I never thought that I would be so successful in this business but I am VRS/ happy that I took this decision. I was thinking of you and felt that you could be gainfully Housewife employed and do something meaningful You have all what is required to be successful in this career. Appointment What would be a good time to get together so that I can explain this wonderful opportunity? How about tomorrow ____ (time of day) or would _____ (time) on __(alternate date) be fine? We will be conducting a seminar on _____ (date and time of next Branch COP) where this Branch COP opportunity would be explained in detail. I would like to personally invite you to this seminar. All you need to do is invest an hour of your time. Could I reserve a seat for you? Not a problem. I am sure some of your friends/relatives/colleagues could Referrals Negative Sign be interested in this exciting career. I would appreciate if you help me with their names and contact numbers. (When you ask for referrals, try to segment the sources properly) If I can show you how this career has the potential to fulfill all your dreams, would you be interested/willing to Not consider what I have to offer ?This career opportunity has benefited people like me and I believe you would Interested also be benefited by this as well. Or, I would be surprised if you were interested in something that you have not even seen or understood. The seminar/our meeting will provide the information that can help you decide if this is the opportunity that you will be interested in. No Time If I can show you how you can work this out without leaving your current job, would you be interested. No Ability Most prospects, including me, joined this business with very little knowledge about insurance. You will be glad to know that we provide professional training which will definitely give you the necessary knowledge & skills to Needs succeed in this business. We also provide you with support on the field for initial calls. TATA AIG LIFE Ins Co Discussion is committed towards ensuring your success. with family/ others I understand your concern . Let me come over and talk to them.
- 3. Footfall Approach / Attraction Scripts Greetings Good Morning/ Afternoon/ Evening. May I speak to Mr. XYZ. May I know who I am speaking to ? Thank You. I will try to reach him/her on this When can I call alternative number. Could you please tell him/her that XYZ from TATA AIG LIFE had Not Available him/her? # Available called. Is there any alternate number Could you please tell him that XYZ from where I can contact # Not Available TATA AIG LIFE had called. him/her? Available but Busy I am sorry to have disturbed you. Could you please tell me when would be a good time for me to call you? Thank you very much and have a nice day. Available Mr XYZ , I hope this is a convenient time for you to talk Talk About Mr. XYZ, this call is in relation to the market survey that you had participated in some time ago. You had Opportunity mentioned that you are interested in learning about ways to supplement your income. May I know what is your current occupation (only required if not captured in form)? Employed/ That’s good. My reason for calling you today, is to share with you about a wonderful way Self in which you can supplement your income. TATA AIG LIFE Insurance Company is Employed/ expanding its business in India and is offering opportunities with great earning potential, Business opportunity to travel abroad and lots of recognition. We are looking for ambitious Owner individuals who have the passion to do better in life Unemployed/ TATA AIG LIFE is expanding its business and offering wonderful opportunity with great VRS/ earning potential, opportunity to travel abroad and lots of recognition. We are looking for Housewife ambitious individuals who have the passion to do better in life Sir, what would be a good time for us to get together so that I can explain this wonderful opportunity in Appointment detail? How does your schedule look tomorrow ____ (time of day) or would ____ time on __(alternate date) be fine? We will be conducting a seminar on ____ (date of next Branch COP) where this Branch COP opportunity would be explained in detail. I would like to personally invite you to this seminar. All you need to do is invest an hour of your time. Could I reserve a seat for you? Not a problem. Do you have any friends/relatives/colleagues who could Referrals be interested in this wonderful opportunity to supplement their incomes? I would appreciate if you help me with their names and contact numbers. Negative Sign (When you ask for referrals, try to segment the sources properly) If I can show you how this career has the potential to fulfill all your dreams, would you be interested / willing to consider what I have to offer ?This career opportunity has benefited people like me and I believe you would also Not be benefited by this as well. Or, Interested I would be surprised if you were interested in something that you have not even seen or understood. The seminar/our meeting will provide the information that can help you decide if this is the opportunity that you will be interested in. No Time If I can show you how you can work this out without leaving your current job, would you be interested? No Ability Most prospects, including me, joined this business with very little knowledge about insurance. You will be glad to know that we provide professional training which will definitely give you the necessary knowledge & skills to succeed in this business. We also provide you with support on the field for initial calls. TATA AIG LIFE is Needs committed towards ensuring your success. Discussion with family/ I understand your concern and that is precisely why I would like to discuss this excellent opportunity before others you discuss with them
- 4. Referral Approach / Attraction Scripts Greetings Good Morning/ Afternoon/ Evening. May I speak to Mr. XYZ. My name is …….. May I know who am I speaking to? when can I speak to him/her? Thank You. I will try to reach him/her on this Not Available alternative number. Could you please tell # Available May I have an him/her that XYZ from TATA AIG LIFE had alternate number called. where I can contact Could you please tell him that XYZ from # Not Available TATA AIG LIFE had called. him/her? Available but Busy I am sorry to disturb you. Could you please tell me when would be a good time for me to call you? Thank you very much and have a nice day. Available Mr XYZ , your name has been referred to me by Mr. _____. I hope this is a convenient time to talk to you. Talk About Most of us look out for opportunities to enhance our earnings and life style. I have called to inform you Opportunity about a wonderful business/ career opportunity in TATA AIG LIFE . May I know what is your current occupation. Mr. XYZ informed me that you may be willing to look at an opportunity to supplement your income . In this regard, I am pleased to inform you TATA AIG LIFE , which is expanding its business, is offering Employed opportunities with great earning potential, opportunity to travel abroad and lots of recognition .We are looking for ambitious individuals who have the passion to do better in life. Not Employed TATA AIG LIFE , which is expanding its business, is offering opportunities with great earning potential, opportunity to travel abroad and lots of recognition ,We are looking for ambitious individuals who have the passion to do better in life. Sir, what would be a good time for us to get together so that I can explain this wonderful opportunity? How Appointment does your schedule look tomorrow _____ (time of day) or would _____ (time) on _(alternate date) be fine? We will be conducting a seminar on _______ (date of next Branch COP) where we would Branch COP be sharing more about this opportunity and I would like to personally invite you to it. All you need to do is to block off around an hour of your time. Could I reserve a seat for you? Thanks for your time. I am sure some of your Referrals friends/relatives/colleagues could be interested in this exciting career. I would appreciate if you help me with their names and contact numbers. Negative Sign (When you ask for referrals, try to segment the sources properly) If I can show you how this career has the potential to fulfill all your dreams, would you be interested /willing to consider what I have to offer ?This career opportunity has benefited people like me and I believe you would also be benefited by this as Not well. Or, Interested I would be surprised if you were interested in something that you have not even seen or understood. The seminar/our meeting will provide the information that can help you decide if this is the opportunity that you will be interested in. No Time If I can show you how you can work this out without leaving your current job, can we take this forward? Most prospects, including me, joined this business with very little knowledge about insurance. You will be glad No Ability to know that we provide world-class training which will definitely give you the necessary knowledge skills to succeed in this business. We also provide you with support on the field for initial calls. We are committed towards ensuring your success. Needs Discussion I understand your concern and that is precisely why I would like to discuss with you before you discuss with with family/ them about this opportunity. others