Hello, {name}! This is {bot_name}, an assistant with {agency_name} - I understand you've expressed an interest in life insurance. Are you looking to purchase a policy now or in the near future?

Sent by AI assistant

I'm ready to move in a month

Sent by Lead

Sounds great! Do you already have an existing life policy?

Sent by AI assistant

I don't have this type of policy currently.

Sent by Lead

Great, thanks for letting me know! Let's take a look at your needs. Are you interested in term or permanent coverage?

Sent by AI assistant

I want whole life coverage

Sent by Lead

Having a permanent policy gives you peace of mind that it will always be there. What term did you have in mind? (Often 10, 15, 20, 25 or 30 years).

Sent by AI assistant

I'd like to get a 25 year policy.

Sent by Lead

Sounds great! As of today, what policy amount are you wanting to set in place? Keep in mind this could include replacing your income, paying off your home, final expenses, etc. depending on where you are in life.

Sent by AI assistant

$200K to $300K.

Sent by Lead

Sounds great! To customize your quote, we will need to collect some personal information about you. What is your current age?

Sent by AI assistant

I am 45 years old.

Sent by Lead

Thank you for providing that. And what is your gender?

Sent by AI assistant

I am a woman

Sent by Lead

Noted! Have you used any tobacco products in the last year?

Sent by AI assistant

I don't smoke or chew tobacco.

Sent by Lead

Thanks for letting me know! Are there any important health events in your medical history that we should be aware of?

Sent by AI assistant

I have asthma but it is controlled

Sent by Lead

I really appreciate you giving me this pertinent information. The next step is to schedule an appointment for our agent to review your options with you - here are a few days/times that are available at the moment {scheduling_link}

Sent by AI assistant

I'd be available for an appointment tomorrow at 11am.

Sent by Lead

Sounds great, my associate will be reaching out here shortly. We are looking forward to getting your life insurance needs taken care of!

Sent by AI assistant