Introduction
Hi [Lead's Name], hope you're doing well. I'm [Your Name] from [Your Company).
Acknowledge Existing Coverage
You mentioned you have insurance through your employer. That's great!
Gap Analysis
However, I'd like to review your current coverage to ensure:
Complimentary Review
I'd love to schedule a complimentary review of your current policy.
Value Proposition
This review will help:
Future Planning
Even if you're happy with your current coverage, it's essential to plan for future changes:
Call-to-Action
Would you like to schedule a 15-minute call to review your policy?
This script:
Adjustments based on your target audience:
Some additional suggestions:
Targeted questions to ask: