Opening Different Lead Types
Updated: Apr 17
Watch the Full Video Here: Opening Different Lead Types
00:00:03:22 - 00:00:34:16
Hey, guys. Today I am going to answer the question that a lot of people are having as far as how do I start the introduction if it's something other than an alien, uh, telephone alien. So a telephone alien, as you guys know, is something that's very recent within the last couple of months, Max, where they have spoken with one of the representatives in the Philippines. They got their information and then your intro to them. Now, the main difference here is going to be here. So everything is the same.
00:00:34:18 - 00:01:05:04
Hey, how's everything going out there in whatever city? My name is Ernest over here at Senior Life Services. Now, in a lead, you would simply be like, All right, I'm calling because you recently spoke with one of our reps about state regulated life insurance programs for Florida. My job is to go over those benefits with you and also answer any questions that you have. Of course, if you are in a lead, let's go to a lead. You are going to confirm the information left to right. All right. All right, Ruth, I have you at 101 North 19th Street in Herrin, Illinois. All right.
00:01:05:06 - 00:01:36:18
And have your date of birth as 1110 1939. Okay, great. So that would make you 81 already? Almost 83. Now I see that you're a non-smoker and you want your children to be your beneficiary. Is all that correct? Okay, great. Now, if this is a lead, which, you know, it looks like anything like this. So Margaret Grayson, you're going to change it up ever so slightly. So you're still say this. My name is Ernest over here at Senior Life Services. I apologize for not getting back to you sooner.
00:01:36:20 - 00:01:46:10
Sooner. But I'm calling because a little while back, you spoke with one of our reps, So apologize and then tell them a while back instead of recently.
00:01:48:09 - 00:02:21:18
This is duly important. The first reason it's important is if you're saying recently and it's been five months, they can easily react like, oh, no, I didn't I didn't speak to anybody recently and immediately start an argument with you or be mad at you. If you say a while back, there's not much they can really say, Oh, don't remember that, That's fine, because I don't remember what I had for dinner last night. So it's a much easier transition to get them to, you know, get to confirming information and actually moving forward in the presentation. So again, if it's a lead telephone, be lead.
00:02:22:19 - 00:02:45:02
So it's, Hey, my name is Ernest over here. It's Senior Life Services. Apologize for not getting right back to you. But I'm calling because a while back you spoke with one of our reps. That's a big distinction to have. The other one other question I'm getting a lot is how do I handle leads or web leads? So let's find one of those.
00:02:47:12 - 00:02:48:08
All right, here's one.
00:02:50:00 - 00:03:20:10
All right, so the same rules apply. Hey, Deborah, how's everything going out there? And lol Wisconsin today or lol. Okay, so my name is Ernest over here at Senior Life Services. I'm calling because you were on the internet regarding state regulated life insurance programs for Wisconsin. My job is to go over those benefits with you and also answer any questions that you have. So, Deborah, I have you in Laurel, Wisconsin. Five three, five, five, seven. Okay, great. And I have your email here as Deb works for 85 at Yahoo.com.
00:03:20:22 - 00:03:54:23
All right. And it does say that your favorite hobby is genealogy. How long you been into that? All right, Maybe one, two minutes, max. Build a little rapport. Okay, so we are consultant firm, which means we represent our clients and not one particular company. So, guys, obviously, just. Just go forward. A lot of you are going to immediately be like, oh, I better get the date of birth. Right now. It's too weird to ask the date of birth after confirming that information. All right. And what's your date? But, you know, it's just not going to come It's not going to come smoothly. It's not going to be organic. So what you guys will want to do is go through the presentation.
00:03:55:08 - 00:04:27:01
Do you know where are you looking for benefits for just yourself today? Um, the beneficiaries name is super important. Got to have that. Is it a first policy for you? Yes. No, it doesn't matter. Okay. Based on everything you said to me, um. Get the goal of the policy. What's the goal? Really Get them to articulate what the goal is. And then right here, when you're in health, ask basics such as life or basics. Life, height, weight, smokers, non-smoker, doctor name or clinic. That's where you can say, okay, let's start with the basics.
00:04:27:05 - 00:04:33:10
What is your date of birth? Obviously, you don't have the date of birth, so throw it in here and, you know, just keep moving forward.
00:04:35:10 - 00:05:01:20
Or client information either way. Date of birth here. It's probably better just to go to client information. So again, guys lead. You follow the script. Exactly. It's the same thing recently. Um, if it's a telephone bleed you. The only differences I write after here. My name is Ernest over here at Senior Life Services. I apologize for not getting right back to you. I'm calling because a while back, you spoke with one of our reps.
00:05:03:09 - 00:05:37:15
Same thing with sex. So you can say I'm sorry for not getting right back to you, but you were on the internet regarding state regulated life insurance programs. So just make sure you make those distinctions because it will make a big difference in how people perceive you in the beginning because you're not making anything up recently as recent. That's an elite bleed could be a while back, so you might as well say a while back no matter what. And then what leads? They could have been recent or a while back. So don't mind apologizing there. And you don't want to say they recently spoke to somebody with the leads because it's not true.
00:05:38:14 - 00:05:51:19
And they will sniff that out. And then, you know, that's an easy way to for them to get you off the phone real quick in a huff. All right. Hopefully this was helpful. Too helpful for all you guys. I will be sharing this with everybody and greatest of all teams.com. All right.
Watch the Full Video Here: Opening Different Lead Types