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?
I'm ready to move in a month
Sounds great! Do you already have an existing life policy?
I do have a similar policy in place currently.
Great, thanks for letting me know! Let's take a look at your needs. Are you interested in term or permanent coverage?
I'm only looking for term life insurance
Okay! What term did you have in mind? (Often 10, 15, 20, 25 or 30 years).
Before August sometime.
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.
$200K to $300K.
Sounds great! To customize your quote, we will need to collect some personal information about you. What is your current age?
I am 45 years old.
Thank you for providing that. And what is your gender?
I am a man
Noted! Have you used any tobacco products in the last year?
I don't smoke or chew tobacco.
Thanks for letting me know! Are there any important health events in your medical history that we should be aware of?
I have asthma but it is controlled
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}
I'd be available for an appointment tomorrow at 11am.
Sounds great, my associate will be reaching out here shortly. We are looking forward to getting your life insurance needs taken care of!
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