4. Full Script at a Glance
Here is the complete flow for quick reference:
|
Step |
What You Say / Do |
|
1. Open |
"Hey [name], this is [you] with American Ally, how are you doing today? Looks like you went on our website and requested info — did you see the quote we sent?" |
|
2. Confirm Quote |
"It came out to $____ for [who is covered]." |
|
3. High-Level Overview |
"Full medical plan — preventative, 16 doctor visits/year, all the way up to heart attacks, strokes, cancer, surgery." |
|
4. Deductible Differentiator |
"Only deductible is if you stay 24+ hours in the hospital. No deductible for doctor visits, prescriptions, outpatient surgery, cancer treatment." |
|
5. Drawbacks (proactive) |
"No maternity. Pre-existing conditions have a 12-month waiting period on known conditions." |
|
6. Book the Meet |
"We'll schedule an appointment — I'll send a Google Meet invite. We'll share my screen, go over everything, make sure it's a good fit." |
|
7. Confirm Time & Close |
"Perfect, we'll see you at [time on day]." |