Current contact

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Script — read in order

1. 1.Openinggreeting

   Hi, may I speak with {firstName}? This is [SETTER] calling on a recorded line about the coverage information you requested.

2. 2.Confirm interestqualifier

   You reached out recently about final expense coverage — is now a good time for a quick two minutes to see what you qualify for?

3. 3.Qualifiersqualifier

   Great. A few quick questions so I can point you to the right licensed agent: what state are you in, your date of birth, and are you currently on any medications?

4. 4.Set the appointmentclose

   Perfect — I'm going to get you scheduled with a licensed agent in your state. What time works best today or tomorrow?

5. 5.Remindernote

   You are a setter, not the agent. Do not quote rates or give advice. Book the appointment and stop.