Free call script · Insurance & finance

Call script for insurance and financial advisor leads

When to use it: Someone requested an insurance quote or a financial consultation online. Replace the [brackets] with your details. It works for a human caller or as the brief for an AI agent.

1. Opener

“Hi [First name], this is [Agent] from [Company]. You requested a quote for [type of coverage] a moment ago. Is now a good time?”

2. Reason for the call

“I want to understand what you need so an advisor can give you an accurate quote rather than a generic one.”

3. Qualifying questions (ask one at a time)

  • “What kind of coverage are you looking for?”
  • “Do you have a policy today, and when does it renew?”
  • “What matters most to you: price, coverage, or both?”

4. Close: book the meeting

“The next step is a 20-minute call with a licensed advisor who will go through options with you. Does tomorrow at 10 or Thursday at 4 work?”

5. Objections and answers

“Just email me a quote.”
“I can, but the price depends on a few details the advisor confirms with you. Twenty minutes gets you an accurate number. Tomorrow at 10?”
“I’m happy with my current policy.”
“Good to hear. Many people use the call to check they’re not overpaying at renewal. When does yours renew?”
“I don’t want to be sold to.”
“Fair. The call is to compare options; there’s no obligation to buy anything.”
“How did you get my number?”
“You requested a quote on [website] a few minutes ago. If you’d rather not be called, I’ll make a note and we won’t call again.”
“Call me another time.”
“Sure. What day and time would suit you best?”

Tips

  • Explain why you’re calling in the first sentence: they requested it.
  • Respect do-not-call requests immediately.
  • Leads who aren’t a fit yet belong in your follow-up list, not lost.

Let an AI agent use this script

In CallBooker, create an agent and paste the parts of this script into its brief. The agent then calls every new lead within seconds, follows it, and books the meeting on your calendar.

  • What you offer: your one-line pitch from the close.
  • Why you are calling them: the reason for the call above.
  • Qualifying questions: the questions, one per line.
  • The meeting to book: the meeting from the close.
  • Your answers to common objections: the objections, as “If they say X: say Y”.

Only call people who asked to be contacted, and check the rules where they live: is AI calling legal? See also how CallBooker works for insurance & finance.

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