Hello my name is __________________, I am calling from the Life Insurance Network. We’re following up on your inquiry for a free life insurance consultation and based on some of the preliminary information you provided we notice that you may qualify for this free assessment which can help you secure some of the best policy coverage at some of the lowest rates available.

Please understand this is a free, no obligation quote that can assist you and your family in covering untimely expense while providing financial safety and security. Some of the many benefits include:

• Provides security for years to come.
• Helps protect your family’s standard of living and avoid leaving debt behind.
• Flexible terms to get you the right policy.
• Today’s free quote is a precise process, which means no medical exams, just simple health questions.

We currently have a team of insurance specialists who work closely with their clients to provide a free, no obligation assessment on the best life insurance solutions available.

Would you be interested in speaking to one of our specialists who can provide you with this free assessment?

“Yes/No”

Okay great, I would like to simply ask a few questions to determine in which direction we should proceed for your free assessment:

I will simply need to verify and collect some basic information so we can make sure you would be a good match with this program. After I have finished the assessment I will bring a life insurance specialist on the line with us. OK?

MANDATORY DISCLOSURE:
Before we proceed, I would like to inform you that this call may be recorded or monitored for quality assurance. Additionally, the purpose of this call is to offer a free, no obligation insurance assessment.

1. I show your full name is ___________________
2. And your mailing address is listed at ____________________, correct?
3. Do you have an email address?

4. What type of life insurance policy are you seeking? (Term or Whole Life)
5. What policy amount are you looking for?
6. Document Gender (M / F)

7. Can you please verify your age?
8. Do you presently have any known medical conditions?
9. Are you taking any prescriptions?

10. What is your height? . . . and weight?
11. Are you a smoker or chew tobacco?

Based on our initial screening, you appear to be eligible for a free life insurance assessment.

Please hold the line while I connect you to an insurance specialist in your area who can further explain the policy and all the many benefits it entails.

Thanks and have a great day! ---> (Transfer call to receiving agent)

Non-Qualified Applicant(s):
I’m sorry at this time we are unable to further assist you because of the following reason(s) _______________________. We appreciate your time today and will gladly try to assist you in the future should our policies change.

DATE: 01/09/2016  13:42:17
LEAD ID: 7039521
FIRST: Harold
LAST: Evans
PHONE-1: 602-418-0000
PHONE-2: 602-374-0000
ADDRESS: 123 Westlock Dr.
CITY: Phoenix
STATE: AZ
ZIP: 85014
EMAIL: harold.evans***@Gmail.com

POLICY TYPE: Whole Life
POLICY AMT:  $500k

GENDER: Male
DOB: 04/25/1963
AGE: 51
MED COND: None
PRESCRIPTIONS: No

HEIGHT: 6' 0"
WEIGHT: 175
TOBACCO USE: No

TRANSFER STATUS: Call Connected Successfully
TRANSFERRED TO: Insurance Co. XYZ
ORDER REF: 4375-251
CALL-AGENT: Tracy Reynolds
NOTES: Customer is looking to obtain a quote for a $500k Whole Life policy.