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Medicare Lead Generation Script

This document provides a script for insurance agents to use when following up on Medicare leads. It recommends setting a specific appointment within 48 hours and getting details to locate the person's home. The script controls the conversation, avoids objections, and quickly sets the appointment without discussion in order to maximize the number of leads converted into policies sold.

Uploaded by

Mian Ahmed
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442 views2 pages

Medicare Lead Generation Script

This document provides a script for insurance agents to use when following up on Medicare leads. It recommends setting a specific appointment within 48 hours and getting details to locate the person's home. The script controls the conversation, avoids objections, and quickly sets the appointment without discussion in order to maximize the number of leads converted into policies sold.

Uploaded by

Mian Ahmed
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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MEDICARE LEADS

One of the biggest keys to becoming a successful insurance agent is having new leads to work
every week. Without leads, you’re unemployed.

So, what is the cash value of a lead?

If a lead is $30 and you buy 25 of them, you’ve spent $750. Let’s say the average annual
premium of a policy you sell is $732. If you only sold three (a little better than 10% close rate) of
those leads, no matter what commission level you’re on, you’ve made a profit.

So, let’s take a look at a proven script our agents (and lots of the agents who purchase our
leads) follow to have success:

SECURE AGENT LEADS


SECURE AGENT LEADS INSURANCE LEADS

MEDICARE SCRIPT

CALLING RULES
1.Skip the “how are you” and “saying your last name or company name*

2.Take control, do not pause during the 1st paragraph, only ad lib if they seem like they want
you to*

3.Always, always, always AGREE! Ignore and don’t listen to any objections like:
- I’m not interested, I don’t have time, I have no money, I already have coverage, etc
-They do not actually mean any of this, they are just used to saying this to a salesperson

SCRIPT
Hello (lead’s first name). [wait for confirmation]

Hey, this is (your name). I am getting back to you about your request for the new Medicare
information. I am the local field underwriter and I’ll be out in your area on (insert day), should I
drop this information off in the morning or in the afternoon? [set within the next 48 hours]
Is (insert time) or (insert time) better?

And, are you still at ____? (if not, okay let me update your address. Where is that?)

Now (leads first name), I need some help from you. Describe your house for me, what color is it?
Is it a house, trailer, or apartment? Any other special details so I can spot it? Do I need any
special directions? Or will I be able to use Google maps?

Hey do me a favor, grab a pen and paper real quick. I am putting you in my calendar now, so
please go ahead and write down my name and (insert appt time). Thank you.

Well thank you for being so nice and for your time. I will see you __ @ __.

Have a great rest of your day. Goodbye.

SECURE AGENT LEADS

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