Hey there! I saw that you had inquired a while back about a long term disability insurance plan and wanted to touch base with you. Are you still looking to get that coverage set in place?

Sent by AI assistant

Yes I'd be ready to get that policy in place ASAP.

Sent by Lead

Great! We're happy to help you find a policy that meets your individual needs. Do you already have a long-term disability policy in place at the moment?

Sent by AI assistant

I don't have this type of policy currently.

Sent by Lead

Okay, understood. Ideally how long would you want your coverage to last (1, 2, 5, or 10 years)?

Sent by AI assistant

I would like the coverage to last about 10 years if possible.

Sent by Lead

👍 Sounds good. Are you currently working as a full-time or part-time employee, self-employed, etc.?

Sent by AI assistant

I'm employed.

Sent by Lead

I understand, thank you for sharing that with me :) And what is your approximate annual income?

Sent by AI assistant

My income is $100,000.

Sent by Lead

Gotcha! Another important thing for us to know is your tobacco usage. Are you a current or past user?

Sent by AI assistant

I don't smoke or chew tobacco.

Sent by Lead

Alright, appreciate you sharing that with me. Any notable medical conditions, including any illnesses, accidents, operations, and known genetic conditions that may come to mind?

Sent by AI assistant

I have asthma but it is controlled

Sent by Lead

Okay, got it! Anything you provide is helpful information to know. Finally, if you don't mind my asking - what is your current age?

Sent by AI assistant

I am 45 years old.

Sent by Lead

Got it, thanks! When would be the best time for an agent to reach out directly? Here are a few options we have open currently - {scheduling_link}

Sent by AI assistant

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

Sent by Lead

Wonderful! My associate, {agent_name}, will connect with you soon to discuss your options. Have a great rest of your day!

Sent by AI assistant

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