This is a follow up call.

The mortgage protection center has already been in

contact with them! Be heartfelt, build up Dani and close the appointment.

REMEMBER the ABC’s of appointment setting: ALWAYS BE CLOSING (setting

the appointment)

Script:

Hi (Client's name) this is _____ and I am calling on behalf of my regional manager

Danielle Dugue from the Mortgage Protection Center.

Dani asked me to personally contact you about the letters our company recently sent
you regarding mortgage protection coverage. She would like to schedule a 15-20
minute appointment with you to go over the plans & options you qualify for…

Which day would be best for you this week or weekend ?

What time would be best for you, morning, afternoon or evening ?

Great !!! I will let Dani know the good news. I have you scheduled to meet with Dani on
( day of the week ), ( date ) at ( time ).

You're going to love her. She's quick, fun and will help you find coverage that best
meets your needs and budget… She also works with multiple A rated carriers and all of
them have been in business over 100 years….

Just to confirm, I have your address at: ___________

One last thing, is it OK if Dani sends you a text message to confirm your appointment.
That way you will also have her name and number in case an emergency arises and
you need to reschedule your appointment…

(client’s name) Thank you for your time and I hope you have a great day. We’re looking
forward to helping you with your coverage on ( day ) & ( time ).

Good-bye.
Rebuttals

Are you 100% sure that if something happened to you, you’re family would not be at
financially risk of losing your home.

What is mortgage protection?

Mortgage protection is a life insurance policy which many times includes additional
living benefits traditional insurance doesn't have. It is designed to protect your family
from losing the home in the event that you become chronically ill/disabled, you have a
critical illness such as a heart attack, stroke, internal cancer, or it you suddenly die. So
which day & time is it best to meet with Dani ?

If they ask for a quote from you?

I’m not a licensed agent, but Dani works with multiple A-rated carriers. I know she will
get you the best coverage at the lowest cost that will meet your needs. What time works
best for you?

About Dani Dugue'

Dani works with multiple A Rated companies, all who have been in business over 100
years.. You're going to love her. She's quick, fun and provides the best options and
coverage available. She works with multiple A rate carriers and all of them have been in
business over 100 years…. I know she can help you with coverage that best meets your
needs at the lowest cost. So which day & time is best for you ???