Phones
Master the Phones, Master Your Income
Your success starts with consistent dialing. Get the scripts, training, and support you need to book appointments and close deals with confidence.
Your Game Plan Meeting: Where Success Begins
Before you start dialing, schedule your Game Plan Meeting with your mentor or agency owner to map out your path to success.
Master Your Sales Scripts - Review proven phone scripts that book appointments and handle objections with confidence
Set Up Your Lead Strategy - Establish call targets, appointment goals, and activity metrics to track your progress
Define Your Daily Goals - Online quote requests from people actively searching for coverage right now
Plan Your Career Path - Discuss your income goals, timeline, and the steps needed to build your agency
Follow the Script Until You Master It
Every top producer started by reading scripts word-for-word. The scripts work—your job is to work the scripts.
Don't Wing It - New agents who improvise struggle. Follow the script exactly until you've made 100+ calls and know what works
Practice Out Loud - Read the scripts to yourself, your spouse, your mentor. The words should feel natural before you dial
Handle Objections Confidently - Scripts include proven responses to "I need to think about it," "I can't afford it," and every other objection
Adapt as You Grow - Once you're consistently booking appointments, customize the scripts to match your personality and style
Uncover Their Why: Ask the Right Questions
People don't buy insurance, they buy peace of mind, protection, and freedom from worry. Your job is to discover what's really driving them.
Go Beyond Surface Answers - "What would happen to your family if you were to die tomorrow?" Make them really think about it & ask follow up questions.
Listen for Pain Points - Are they worried about leaving debt to their spouse? Protecting their kids' future? Not being a burden? That's their real motivation
Ask Open-Ended Questions - What's most important to you about protecting your family?" "What keeps you up at night financially?" "If we could solve one concern today, what would it be?"
Connect Emotionally - Once you understand their why, every product recommendation ties back to solving their specific pain point
The Client Qualification Form: Your Roadmap to the Right Solution
This form helps you gather everything you need to recommend the perfect coverage, and it positions you as a professional, not a salesperson.
Gather Key Financial Information - Income, debts, mortgage balance, existing coverage, dependents, and financial goals
Identify Coverage Gaps - Use their answers to show where they're under-protected or overpaying for the wrong coverage
Build Trust Through Process - Taking time to ask questions shows you care about getting it right, not just making a sale
Guide the Recommendation - Their answers tell you exactly which product (term, IUL, final expense, annuity) fits their situation
The Tie-Down: Lock In Your Appointments
The last 60 seconds of your call determines whether they show up or ghost you. Here's the exact script.
Step1: "Go ahead and write down my name and today's date." (Pause and let them do it)
Step 2: "How do you usually keep track of your appointments? Google Calendar? Your phone?" (Wait for their answer)
Step 3: "Perfect—let's add it right now while I'm on the phone with you. Go ahead and put [Date/Time] in your calendar." (Stay on the line while they do it)
Step 4: "And make sure your spouse is present, this decision affects both of you." (If applicable)
Step 5: "Great! Can I count on you 100% to be there for this appointment?" (Get verbal commitment)
Step 6: "One more thing, write down my license number: [Your License #]. I'll see you [Day/Time]."