Annual Review Outbound Call Script
Introduction

Hi, am I speaking with {Member’s Name}? My name is {Your Name}, 

and I’m calling on behalf of The Family Security Plan. You’re a valued 

member, and I’m reaching out today to provide your Annual Benefit 

Review and help ensure your protection is up to date.


Just letting you know this call is being recorded for quality assurance 

purposes.


Before we get started, can you please verify the last four of your SSN?

(If the member expresses concern, date of birth is acceptable.)


To get you started, are you currently in the state of _______?


Review Member Information
Great! The purpose of this call is to make sure your benefits still align with your needs. Let me start with a quick check to confirm your information: Review Member information 
         • Are you still employed at {Employer}? 
         • Your primary phone number is still {Phone}? 
         • And you’re still an active member at {Credit Union Name}, correct? 

Friendly Transition Example: 
    "How’s your day going so far?" 
                or 
    "Before we dive in, anything new happening with family or work?" 
Current Coverage Review into Recommendations
You currently have the following coverage: 
      • {Product Name}, protecting {Insured/Beneficiary}, with ${Coverage Amount} in coverage. 
      • You also have {Additional Product}, which helps in case of {Event}. 
Do you have any questions or concerns about your current benefits? 
Based on what we discussed, I have a few options to enhance your protection: 
If recommending increased coverage:
"It looks like the recommended amount is $, and you currently have $. Let me show you how easy it is to get fully covered."
If recommending coverage for a loved one:
"You mentioned earlier about your {spouse/child}, we always recommend coverage for loved ones too. Let me show you some options for them."
If recommending new products:
"Your current plan protects you for {Highlight Key Feature}, but this additional plan would also cover {New Feature}. Let me show you what that looks like."
Bundling Opportunity:
"Our plans work together as a package to protect you in all areas of life. Let me walk you through how that looks with a few options."