CROSS-SELLING TO CLIENTS TELEMARKETING SCRIPT
Producer: Hi, (CLIENT NAME), this is (NAME) from (ABC AGENCY). How are you today? The reason I called is because when (ABC AGENCY) began handling your Business Package policy back in (MONTH), you mentioned that your Group Health insurance was coming up for renewal in (MONTH), and that you'd like us to review your present coverage.
Well, since that's right around the corner, I'd like to okay a time to take a look at that for you, (CLIENT NAME). How does next week look? Okay, Wednesday . . . how about in the afternoon, say around 2 p.m.? Great! We've got a full financial services department here at (ABC AGENCY), so I'll take a look at what you've got and outline a number of options we could provide. Thanks, (CLIENT NAME) - I look forward to getting together.