In‑Home Booking Script
Use the 90-minute slot board below to offer two times, then book the one they pick.
1️⃣ Intro & Verification
Agent: “Hello there?
This is Nathan and I wanted to call you back really quick.
I'm the licensed medical underwriter in your area and this is about information you requested on the State‑Regulated Life Insurance Programs.
My job is super easy, it’s just to get you the information you requested.
You put your date of birth as [Lead DOB] and your address as [Lead Address].
Am I reading that correctly?”
2️⃣ Clear Schedule & Marital Status
Agent: “Okay, perfect and are you Retired or Still working? (If working) What’s your schedule like?”
Agent: “Ok, and who would the beneficiary be — is that a spouse, or are you married, or would it be your kids?”
Agent: Okay great, is she retired or working? If working, what’s her schedule like?
3️⃣ Offer Dual Time Options
Click a 90-min slot below — first becomes Offered 1, second Offered 2, then click the offered you want to book it.
Agent: “I’ll be in your area on [Day] & [Day]. I can offer [Option1] or [Option2]. Which works best?”
4️⃣ Lockdown — Confirm & Secure Appointment
Agent: “Your appointment is booked for [day & time].”
“My name is Nathan, number is [Your Phone], appointment time is [Day & Time].”
“Please have your medications & ID ready to speed things up.”
“I look forward to meeting you. See you [Appointment Time].”
Availability & Booked Appointments (2 Weeks • 90-min)
Scroll horizontally to view days. Click a slot to cycle: available → offered → booked.