Insurance

Old Life Insurance Lead Revival

Hello, {name}! This is {bot_name}, an assistant with {agency_name} - just following up to assist with any life insurance needs you may still have, looks like we had talked with you awhile back. 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 do have a similar policy in place 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'm only looking for term life insurance

Sent by Lead
Okay! What term did you have in mind? (Often 10, 15, 20, 25 or 30 years).
Sent by AI assistant

Before August sometime.

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 man

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
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