Download Cold Calling Scripts For Insurance Agents PDF

Here’s a sample cold calling script for insurance agents:

Hello, my name is [Your Name] and I’m calling from [Insurance Company Name]. Am I speaking with [Prospect Name]?

Qualify the prospect
Great, thanks for taking my call. I’m calling today because I noticed that you currently don’t have [Type of Insurance] coverage with us. I wanted to see if we can offer you a quote and provide you with some information that may be helpful to you.

Interest Check
Would it be okay if I ask you a few quick questions to help us better understand your insurance needs?

Build Rapport and Trust
Great, thank you. I appreciate you taking the time to speak with me. So tell me, how did you hear about us?

Ask about their insurance needs
I see, thanks for sharing that. Based on what you’ve shared with me, I think we may have some options that could work well for you. Can you tell me a little more about your current insurance coverage and what type of coverage you are looking for?

Present the benefits of the insurance
Thanks for sharing that with me. I’d like to share with you a little bit more about our insurance offerings and how they can benefit you. [Give a brief overview of the benefits of the insurance].

Close the sale
So, based on what we’ve discussed, would you like me to provide you with a quote and some more information?

Address any objections
I understand that making a decision like this can take some time, but I think it’s important to make sure you have the right coverage in place. Is there anything holding you back from moving forward with a quote today?

Follow up
Great, I’ll get some information together and send it to you as soon as possible. Is email the best way to reach you?

Thank you for your time and I look forward to speaking with you soon.