Insurance call scriptPhone Sales

Sales call script for an insurance agent: needs questions, plain policy explanations, objections and a meeting

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Sales call script for an insurance agent: needs questions, plain policy explanations, objections and a meeting

Example result

Example for the Standard package

Call script: inviting past customers of a window cleaning firm back for spring

Scenario 1: a past customer answers

Opening. "Hi, is this Mark? It's Anna from Clearview Window Care. We cleaned your windows last April. Have you got a minute?"

  • Yes → go to The reason for the call.
  • "Not now" → "Of course. When is better, today after five or tomorrow morning?" Note the time and end the call politely.
  • "Who?" → "Clearview, the window cleaners. We did your house on Elm Road last spring." Then The reason for the call.

The reason for the call. "We're planning the spring rounds on your street for the week of April 14. Past customers get first pick of the days. Would you like us to book you in?"

AnswerWhat to say next
"Yes""Great. Is it the same as last time, outside only, or inside too?" → Booking
"How much is it?""Last time it was the outside of a two-storey house. That's $120 this season." → Booking
"We're not sure yet""No problem. I can hold a day for you until Friday with nothing to pay. Shall I?"
"We use someone else now"Go to objection 7.

Objections (3 of 15)

4. "It's too expensive." "I understand. Most customers on your street book outside only, and that keeps it at $120. If you book with a neighbour on the same day, you both get $15 off. Would that help?"

7. "We found someone cheaper." "That's fair, thanks for telling me. If anything changes, we're still doing your street on April 14. Can I send you a text with our number, just in case?"

11. "Call me in the summer." "Sure. Shall I put you down for a call in the first week of June? The summer rounds book up fast."

Voicemail

"Hi Mark, it's Anna from Clearview Window Care. We're cleaning on your street the week of April 14, and past customers get first pick of the days. Call or text us back on this number. Thanks!"

Files: Word and PDF. The prices, discount and dates come from the client's brief: we write the script and never call anyone.

Client: Clearview Window Care, a window cleaning firm with 4 crews in one city. Task: a script for calling customers who booked last year but not this year, to offer the spring clean. Standard package: 3 scenarios, 15 objections, a voicemail and a follow-up text. Excerpt below.

The client and all details are made up.

About this service

An insurance call has to do two things at once: find out what the person needs and explain a policy without overselling it. This script gives your agents a calm path for that: an opening, questions about what the person wants to protect, a short explanation of the policy in plain words, honest replies to 'too expensive', 'I never claim' and 'I'm already covered', and a close to a meeting, a quote or a renewal. All products, prices, cover and exclusions come from your brief, written as you give them. You get a Word and PDF script. We write it only: we do not call anyone, sell policies or give insurance or financial advice, and the script makes no promises about claims or payouts. Licensing and sales rules for insurance differ by country, so have the script checked against yours.

What is included

  • What you getA Word and PDF script: each call in your package with an opening, needs questions, a plain explanation of the policy from your terms, branches for the usual answers, a close and replies to the objections in your package. From Standard, a voicemail and a follow-up message; in Premium, a one-page cheat sheet and a short training guide with practice in pairs.
  • Needs questionsWhat the person wants to protect and what they already have
  • Policy in plain wordsCover and exclusions exactly as you send them
  • Renewal callsA reminder that does not sound like a sales push
  • Honest repliesOn price, trust and 'I never claim', with no scare stories
  • Next stepA meeting, a quote sent by email or a callback

How it works

  1. 1
    BriefYou send your products, terms and the calls your agents make
  2. 2
    ScriptWe write the flow, branches and objection replies
  3. 3
    DeliveryYou get the script in Word and PDF on the order page
  4. 4
    Your check and callsYou check it against your rules, use it and ask for changes

What we need from you

Which policies you sell (car, home, travel, life, business and so on), with real prices or how they are quoted, the main cover and exclusions in your own words, who you call (new requests, renewals, existing clients), what a good call ends with, the objections you hear most, phrases your rules require or forbid, and the language and tone. You may attach a current script, a product sheet or notes as Word or PDF files or screenshots, up to 3 files. Please do not send clients' personal data.

We will ask you:

  • Which policies do you sell?
  • Who do you call?
  • What should a good call end with?
  • Which objections do you hear most?
  • Required or forbidden phrases

Compare packages

Basic1 call, 5 objections$13Standard3 calls, 15 objections$26Premium5 calls, 30 objections, training$48
Deadline1 day2 days3 days
Revisions123
Scenarios135
Branches per scenarioup to 3up to 5up to 8
Objections with answers51530
Voicemail and follow-up messageNoYesYes
Cheat sheet and training guideNoNoYes
BusinessInsurance agentInsurance agentInsurance agent
OrderOrderOrder

Payment protection

You pay when you order, but the money is released only for accepted work.

  • Fixed priceThe package price does not change after you pay.
  • The money is reservedWhen you pay, the amount is only reserved. It is released to the service once you accept the work.
  • Checked before deliveryEvery result goes through a quality check before it reaches you, and you see it on the order page before accepting it.
  • Free revisionsAsk for changes within your brief as many times as the package allows.
  • Acceptance after 3 daysIf within 3 days of delivery you neither accept the work nor ask for changes, it is accepted automatically. If you write in the order chat after delivery, the order waits; once we answer, we may start the 3 days again and will say so in the chat.
  • Redo or a full refundIf the result does not match your brief and the revisions did not fix it, or the work takes more than twice its deadline, write in the order chat: we will redo the work or refund the payment in full.
How it works →

Questions and answers

Will you call clients or sell policies for us?

No. We write the script; your agents make the calls and sell.

Will the script advise people which policy to buy?

No. It helps the agent ask questions and explain your products as you describe them. We give no insurance or financial advice, and the script makes no promises about claims or payouts.

Can you add the disclosures our rules require?

Yes, send their exact wording and we put them in the right place. We do not write the wording ourselves; check the final script with your compliance contact.

Do you promise more sales?

No. Results depend on your products, your leads and who calls. Try the script and ask for changes within your package.

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