SMS Scripts

If you tried to call multiple times for multiple days and are still not able to talk to the lead, you can send an SMS like below. Send the SMS multiple times (3-4 times) across days.

If you do not get any response via SMS, then your final option is “Door-Knock”.

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Mortgage Protection

Mortgage Protection – Call In leads

Hi Veronica,

This is Marco Conde from the Senior Benefits office in Palm Beach County. I’m the local field underwriter that has been assigned to assist you with your Life Insurance quote request submitted on Wednesday, October 21^st. You put your height as 5’ 6”, weight as 160 lbs and non-smoker. You put the coverage you are looking for as $100,000. This program is state regulated and does not require a medical exam, urine sample, bloodwork, etc. The state does require a field underwriter to verify your identification and that you are in good health. It takes about 10-15 minutes to determine eligibility and show any options available to you. They have me dispatched back in the West Palm Beach area later this week, would Wednesday at 10:30am or Friday at 5pm work better for you?

Thanks – Marco Conde

State License # W123456

Hi Veronica,

This is Marco Conde from the Senior Benefits office in Palm Beach County. I’m the local field underwriter that has been assigned to assist you with your State of Florida Regulated Burial Coverage Program request submitted on Wednesday, October 21^st. You put your hobby as golf and year of birth as 1947. This program is state regulated and does not require a medical exam, urine sample, bloodwork, etc. The state does require a field underwriter to verify your identification and that you are in good health. It takes about 10-15 minutes to determine eligibility and show any options available to you. They have me dispatched back in the West Palm Beach area later this week, would Wednesday at 10:30am or Friday at 5pm work better for you?

Thanks – Marco Conde

State License # W123456

Hi Veronica,

This is Marco Conde from the Mortgage Protection office in Palm Beach County. I’m the local field underwriter that has been assigned to assist you with your Mortgage Protection information request at 12345 77^th Ln, Loxahatchee (age 69). This program is state regulated and does not require a medical exam, urine sample, bloodwork, etc. The state does require a field underwriter to verify your identification and that you are in good health. It takes about 10-15 minutes to determine eligibility and show any options available to you. They have me dispatched back in the West Palm Beach area later this week, would Wednesday at 10:30am or Friday at 5pm work better for you?

Thanks – Marco Conde

State License # W123456

Hi Maritza,

This is Marco Conde from the Mortgage Protection office in Broward County. I’m the local field underwriter that has been assigned your case file, to assist you with your mortgage protection (Homebridge Financial Services Inc) at 4100 Crystal Lake Dr #309, Deerfield Beach Florida. Regarding the pink postcard you received in the mail from your lender where you called in and verified your information. These programs are state regulated and do not require a medical exam, urine sample, bloodwork, etc. The state does require a field underwriter to verify your identification and that you are in good health. It takes about 10-15 minutes to determine eligibility, cover any options available to you, and close your lender case file. They have me dispatched back in the Deerfield Beach area a few times this week. Would today at 3pm, this Friday at 6pm, or this Saturday at 1pm work better for you (and your spouse if married)?

Thank you,

Marco Conde

State License #W612776

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