AGENT GROWTH RESOURCES
FOR INSURANCE PROS
Sell more.
This page is your centralized playbook for building a real insurance business, not just closing one-off deals. Everything here is designed to help you convert more leads, stay consistent, protect your income, retain clients, and grow.
Lead Intake & First Contact
Speed-to-Lead / First Contact Phone Script
Used immediately when a new inquiry comes in. Confirms interest, gathers basics, and sets the tone.
Missed Call Text Back Script
Sent after a missed inbound call to quickly re-engage hot leads and restart the conversation.
Short Booking Text Script
Used to move conversations directly to the calendar with minimal friction.
Appointment Management
Appointment Confirmation Script
Confirms date, time, and purpose to reduce no-shows.
Appointment No-Show Recovery Script
Re-engages prospects who missed their appointment and prompts rescheduling.
Discovery & Sales Conversations
Discovery / Fact-Finding Script
Uncovers needs, goals, concerns, and motivations during the main sales conversation.
Needs-Based Recommendation Script
Guides the presentation of the right solution based on what the client shared.
Budget Framing Script
Positions pricing and premiums in a logical, comfortable way to reduce resistance.
Closing / Next-Step Script
Moves the conversation forward to a decision or clear next action without pressure.
Product-Specific Inquiry Scripts
Final Expense (FEX) Inquiry Phone Script
Used for burial and final expense inquiries. Focuses on eligibility, simplicity, and trust.
Mortgage Protection Phone Script
Used for homeowners seeking coverage to protect their mortgage balance.
Indexed Universal Life (IUL) Insurance Phone Script
Used for prospects interested in cash-value life insurance and long-term planning.
Fixed Indexed Annuity (FIA) Inquiry Phone Script
Used for retirement-focused prospects seeking safe growth and income options.
Objections, Psychology & Follow-Up
The Objection Handling Playbook
A mindset and rebuttal guide that teaches how to handle objections calmly and professionally.
Objection Pattern Cheat Sheet
One-page reference guides showing common objections, what they really mean, and the correct response to maintain control and confidence.
“Think About It” Follow-Up Script
Reinforces understanding and expectations to protect against cancellations and disputes.
Retention, Reviews & Long-Term Protection
Annual Review Script
Used with existing clients to review coverage, update needs, and strengthen long-term relationships.
Policyholder Lifecycle Guide
Explains post-sale follow-up, annual reviews, cross-sell timing, and how to turn one policy into lifetime client value.
Chargeback Prevention Script
Reinforces understanding and expectations to protect against cancellations and disputes.
Chargeback Prevention Training
In-depth guidance explaining why chargebacks happen, how to prevent them, and how Launch agreements and automation protect agents and agencies.
Lead Reactivation
Reactivation Script (Old Leads / Dormant Clients)
Used to revive aged leads and restart conversations without awkwardness or pressure.
Recruiting & Agency Growth
Recruiting Script (Agent Interest)
Used to qualify and speak with individuals interested in becoming agents.
Agent Recruiting Playbook
A structured guide teaching who to recruit, what to say, what to avoid, and how to set expectations while protecting culture and time.
New Agent Onboarding Script
Sets expectations, structure, and standards when a new agent joins.
Agent Motivation / Check-In Script
Keeps agents engaged, consistent, and productive over time.
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