The best telemarketing script for health insurance

Wang Yan
Wang Yan

Global Courant

Developing a working script is one of the essential elements of any health insurance telemarketing strategy. While many telecommerce companies have scripts available, it is recommended that you create your own script, at least for reference, so that you get the qualified prospects you are looking for. There are many reasons for this, including:

  • You understand your prospects and their needs much better than any other script creator ever will.
  • Generic scripts may have been used by the competition and potential customers may have heard them before.
  • The script is designed to generate the qualified prospects you’re looking for, and it doesn’t contain additional questions that aren’t relevant to your needs.

While it’s important to use a script that’s made just for you, there are a number of approaches that can be used to improve sales.

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  • Straightforward scripts are generally the most effective telecommerce scripts. The prospect should know within seconds of being on the phone why you are calling and why he or she should be interested.
  • Get to the point quickly, don’t go into an unsolicited conversation with your whole sales pitch, stick to the essentials.
  • Keep the purpose of the conversation in mind as you create the script. If you’re generating a lead or making an appointment, that should be the goal of the conversation. Nothing else should be included.

Here’s a basic script overview for you to follow:

Hi this is NAME at XXX Insurance Company and we are a local health insurance company here in your city and we specialize in saving people like you a lot of money and improving your medical coverage. With all our subscriptions you get to keep all your current doctors!

Refutations of frequently asked questions:

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  • This is not a sales pitch, we just want to verify some of your details and get a free quote that will save you money on your health insurance. This only takes a few minutes and can save you thousands of dollars.

I just need to ask you a few quick questions so we can make sure you’re qualified and get you out of the lowest price quotes with the best coverage possible:

  • Are you currently insured?
  • (If yes) with whom do you currently take out your health insurance?
  • How old are you?
  • Do you use tobacco?
  • Is there anyone else who should be covered with you on the quote? (Wife or children)
  • What is the best email address to send the quotes to?

Thanks for your time. We will have one of our agents call you back with an updated health insurance quote. Good day!

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Once your script is done, it’s not set in stone. It may require some changes based on the telemarketer’s feedback to keep things running smoothly after the calls start. It’s also important to write rebuttals to common questions callers may be asked.


The best telemarketing script for health insurance

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