Globe Life Call Script & Presentation Interface

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Call Script

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Appointment Setting Script

What time will you be home later today for me to give you a call back? (Give 2 closest options)

If Married: Will your spouse be home as well? (Book a time that both will be home)

What's a good email address for you? (spell it)

Ok, (CLIENT) If I'm booking an appointment with you, then I'm telling another family I'm not available at that time. Are you sure this will be a good time for you?

Lead and Call Tips

ADP Lead General Info

A lead generated when someone was referred by a family member, friend or coworker to us through a presentation.
A no cost benefit lead, great way to get our foot in the door.. especially when it was given to us by a loved one or close friend.
You will not only know who your calling, but also have key information on said lead such as spouse, children and the relationship to who referred them.
This lead could be older but not DEAD! Any referral unresolved is an open opportunity regardless how old it is. PROFITABLE PERSPECTIVE

Best Tips and Practices

Tonality is everything! Be excited about what you have to give them, this is a transfer of belief… the more excited you are about the benefit the more they will be to receive.
Lean into the obvious, take the approach of acknowledging right away that this was sometime ago but yet unclaimed.
Never ask is this, may I speak with etc… Use the assumption approach in your intro at all times!
Take advantage to build rapport and comfortability when gathering post work routine when scheduling the appointment.
Use your referral notes to tailor your script to your client by inserting spouse name, children etc.. this will not only keep you in control but will also make you more credible and buy you more air time.

Benefits to Highlight

$3,000 coverage for member
$3,000 coverage for spouse
$2,000 for children under 18
Free gift - no cost to them
Only takes a few minutes to set up

ADP Lead General Info

A lead generated when someone was referred by a family member, friend or coworker to us through a presentation.
A no cost benefit lead, great way to get our foot in the door.. especially when it was given to us by a loved one or close friend.
You will not only know who your calling, but also have key information on said lead such as spouse, children and the relationship to who referred them.

New ADP Referral Tips

Tonality is everything! Be excited about what you have to give them, this is a transfer of belief… the more excited you are about the benefit the more they will be to receive.
Never ask is this, may I speak with etc… Use the assumption approach in your intro at all times!
Take advantage to build rapport and comfortability when gathering post work routine when scheduling the appointment.
Use your referral notes to tailor your script to your client by inserting spouse name, children etc.. this will not only keep you in control but will also make you more credible and buy you more air time.

Benefits to Highlight

$3,000 coverage for member
$3,000 coverage for spouse
$2,000 for children under 18
Free gift - no cost to them
Only takes a few minutes to set up

Old Pre-Submit Lead General Info

An older digital lead generated from someone starting an initial application and or simply requested more information from a site regarding our company but never quite finished it.
This may not seem like such a warm lead on the surface due to created date, but should still be treated as such because no resolution has been had with it.
You will still have partial important information such as name, telephone number and address which not only puts you in a more confident position but create credibility with your client on the phone.

Best Tips and Practices

CALL ASAP! The sooner you call this lead the better because it is still alive!
Lean into the obvious, yes we know its been sometime, yes we know you may have gotten your coverage already… so don't make it about the sale but more about the free unclaimed policy… (goal is to move call forward into presentation)
Take control of the call, use your script with confidence and focus on progressing the call forward into a rolled presentation… do not ask for permission to proceed, assume you can.
Lead with the unclaimed free policy, its your foot in the door…once in presentation the process will handle the rest.
Don't hesitate, do not name drop your business and wait for them to give you the green light to proceed with your script, assume you can and they know why your calling… verifying the address immediately is crucial to kill the skeptics and gives you more airtime to progress the call.

Appointment Set Details

Emphasize "free benefits" before quoting
Acknowledge their interest in our company
Position as congratulations for application
Set up free benefits FIRST, then quotes
Be prepared to handle "just want quote" objection

New Pre-Submit Lead General Info

A digital lead generated from someone starting an initial application and or simply requested more information from a site regarding our company but never quite finished it.
This is a warm lead, already showed interest and is in the shopping mind to get coverage.
You will have partial important information such as name, telephone number and address which not only puts you in a more confident position but create credibility with your client on the phone.

Best Tips and Practices

CALL ASAP! The sooner you call this lead the better because it is freshest on the mind and the warmer your lead is.
Take control of the call, use your script with confidence and focus on progressing the call forward into a rolled presentation… do not ask for permission to proceed, assume you can.
Lead not only with how you can help them get what they are looking for but also with what you are giving them at no cost for simply choosing us.
Don't hesitate, do not name drop your business and wait for them to give you the green light to proceed with your script, assume you can and they know why your calling… verifying the address immediately is crucial to kill the skeptics.

Appointment Set Details

Emphasize "free benefits" before quoting
Acknowledge their interest in our company
Position as congratulations for application
Set up free benefits FIRST, then quotes
Be prepared to handle "just want quote" objection

Lapsed Policy Info

Check date policy lapsed
Verify current address
Confirm name spelling
Check marital status update
Verify children status update

Lapsed Policy Tips

Clarify NOT debt collection
Focus on giving them "something" for now
Emphasize it's from the company at no cost
Position as stopgap until permanent coverage
Use word "existing policyholder" to establish relationship

Coverage Details

$3,000 for member (accidental)
$3,000 for spouse (accidental)
$2,000 for kids under 18
No medical exam required
Coverage starts immediately

Policy Check Questions

When was last review?
Has anyone renewed free benefits?
Any life changes since policy started?
Is beneficiary information current?
Any address or contact info changes?

Policy Owner Tips

Position as important policy verification
Emphasize claim process efficiency
Reference "free benefits every year"
Use "entitled as policyholder" language
Focus on their protection and investment

Annual Benefits

Free policy review
Beneficiary updates
Coverage gap analysis
Additional no-cost benefits
Special policyholder discounts

Globe Life Presentation - Enhanced

📋 Section Tips

What Comes Next? - Globe Life Liberty National Division

Date of Application

I will do everything I can to get your policy (policies) issued. During the application process, several things may happen.

You may receive one or more phone calls asking you to review the questions I have asked. The call should only take a few minutes. The sooner you complete this call, the faster your application will move through the process. If you should need to call the Quality Assurance Department, that number is 866-463-8606.
In some situations, the underwriters may ask for a nurse to come out and ask you some additional medical questions and obtain either a blood or urine specimen. This is at no cost to you and at your convenience.
I need to let you know there are three possible outcomes for your policy during underwriting.
- Your policy may be issued standard. This means you qualify for the plan as applied for.
- Your policy may be rated or modified. This means there was something in your health or habits that caused the underwriters to make an adjustment to your policy in order to issue it. The great news is you were not declined, and I will come back out to explain these options to you.
- You may be declined coverage. If this were to occur you would be refunded any premiums paid, and there are often options for other coverage.
When you receive your policy (policies) in the mail, please give me a call if you would like to schedule a time to review.

The cost of your policy (policies) is $ per month/or per paycheck and we will draft your checking account for the first premium in the next couple of days. After that, your premium will be drafted on the day of the month.

The decision you have made to purchase insurance today is a wise one, but it is only a benefit to you and your family if it is there at the time of need. Are you comfortable with the cost and coverage we discussed today?

Applicant Name
(please print)

Payor Name
(if different than applicant)

Applicant/Payor Signature

Phone Number

Agent Name
(please print)

Agent Number

Office Phone

Agent Phone

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Call Script

Appointment Setting Script

Common Rebuttals

Lead and Call Tips

Presentation Navigation

📋 Section Tips

What Comes Next?

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