🟦 Standard Life Lead Contact Script Suite
Designed for typical $100K–$250K online/funnel leads where the prospect likely doesn’t remember filling anything out
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📞 Phone Script (Live Answer)
Agent:
Hi [First Name], this is [Your Name] — I’m getting back to you about a quick form you filled out recently about coverage for your family. It looks like you were looking at around [$100K–$250K] in coverage — does that sound familiar?
(pause)
If YES or MAYBE:
Awesome. I’m the licensed agent assigned to follow up and walk you through what’s available based on your age and coverage goals. It just takes about 15–20 minutes — would today or tomorrow be better for a quick call?
If NO or I DON’T REMEMBER:
Totally understandable — a lot of people fill these out quickly online or on social media. I’ve got your file here with your info, and it only takes a few minutes to see what might be a fit.
Would later today or tomorrow work better?
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☎️ Voicemail Script
Hi [First Name], this is [Your Name] — I’m getting back to you about a quick form you filled out recently regarding coverage for your family. Looks like it was for around [$100K–$250K] — I’ve got your file here and just need to verify a couple things.
I’ll try you again shortly — or feel free to call/text me at [Your Number]. Talk soon!
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💬 Text Message Sequence – Standard Life Lead ($100K–$250K)
📱 Initial Text Variations (After Missed Call)
🔹 Option 1 – Most Direct
Hi [First Name], this is [Your Name] — just getting back to you about the life coverage request you sent in. It looks like it was for around $150K or so. Just need to verify a couple things — when’s good for a quick call?
🔹 Option 2 – Memory Jog
Hey [First Name], I’m following up on that quick form you filled out about family protection. These usually cover things like income replacement or final expenses — I’ve got your file here if you still want the info.
🔹 Option 3 – Casual & Neutral
Hi [First Name], just wanted to check in about your recent life coverage inquiry. I’ve got your info here and can walk you through some options — quick and no pressure. Let me know when’s best.
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⏳ Light Nudge (Day 2 or 3)
Hey [First Name], just circling back in case you’re still looking into coverage options. I’ve got your file handy and can run through everything quickly — happy to help however I can.
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🛑 Final Soft Close (Day 3–5)
Hi [First Name], I’ll go ahead and mark your request inactive unless I hear back. Totally no pressure — just wanted to make sure you got what you needed in case this was still on your mind.
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📧 Email Template
Subject: Follow-Up on Your Life Coverage Request
Hi [First Name],
Just wanted to follow up on a recent request you submitted about life insurance coverage — it looks like you were looking into options around $100K to $250K.
I’ve got your information here and just need to verify a couple quick things to help find the right fit. If you’re still exploring options, let me know when’s a good time to connect — I’ll keep it brief and helpful.
You can reply here or call/text me directly at [Your Number].
Talk soon,
[Your Full Name]
Licensed Agent
[Your Phone Number]
[Your Email]
🧠 Pro Tips for Working These Leads
✅ For This Lead Type:
• Don’t lead with "life insurance." Use phrases like “coverage,” “family protection,” or “benefits” — they’re less likely to trigger resistance.
• Pause after the intro. Give them time to process. If you talk too fast, they’ll assume it’s a sales call and hang up.
• Expect memory gaps. These leads often don’t remember filling anything out. Normalize that with soft language like “These usually come through online or social media…”
• Sound like a real human. Be casual, friendly, and calm — not overly formal or robotic.
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• Be ready to pivot. If they say they already have something in place, ask: “Do you remember who it’s with?” to begin pre-qualifying.
📌 For Standard Leads ($100K–$500K):
• Mention the amount if it helps. “Looks like you requested around $150K — does that sound familiar?”
• Use emotional framing. “Just wanted to follow up on your request about making sure your family’s protected.”
• De-escalate objections. If they say “I’m not interested,” you can say: “No problem — I just need to close out your file and confirm this is no longer something you're exploring.”
