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 (Final Expense, Medicare, Mortgage Protection, Life Ins ) 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.
