Page 13 - EDUCATORS of Wisconsin

INTEREST ENGAGEMENT

Voice Mail Greeting

Thank you for calling the life insurance sales desk of Robertson Ryan & Associates supported by Highland Capital
Brokerage. You have either reached us outside of our normal business hours or all of our licensed representatives are
currently busy helping other customers. Our staff is available from (X) am to (X) pm eastern standard time to help with
your life insurance coverage. Your call is very important to us. Please leave us a message with your name and phone
number and we will return your call as soon as possible. Thank you and we look forward to speaking with you.

Initial Call (voicemail message)

HCB call center: Hello (Mr. or Mrs. Client), my name is (HCB Representative), and I am calling on behalf of Robertson
Ryan & Associates in reference to the life insurance quote you ran via our Highland Capital Brokerage quote engine. I
see you were interested in (Face amount) of coverage for (X years) and received a quoted price of (Price range). I can
personally walk you through the accelerated application process (P&C agency) is providing to their clients. My contact
information is (Phone w extension) and my email is (email). I will also be sending you a quick email with that
information right after this message. Please feel free to send me an email or give me a call so I can make sure you get
the right coverage for you and your family. Thank you, and have a great day.

Initial Call Greeting
HCB call center: Hello, my name is (HCB Representative), and I am calling on behalf of Robertson Ryan & Associates,
may I please speak with (Mr. or Mrs. Client)?

Client: (answer)

HCB call center: Hi (Mr. and Mrs. Client), I am calling to follow up on your email and life insurance quote. It should only
take 5 to 10 minutes to complete your application if you have some time available now to answer some remaining
questions?
HCB call center: (respond to answer)… Great, (Mr. and Mrs. Client) my company’s name is Highland Capital Brokerage
and we have partnered with (P&C agency) to work with their clients on providing them life insurance coverage. Our firm
has worked in the life insurance industry for decades and we are experts in providing the right coverage and products to
fit our client’s needs. I notice you that you have already run a quote for your insurance on the website.

Is the coverage you were looking for (face amount) for (term length) and did you get the price of (range).

Great, as we complete the underwriting process we will be able to narrow the range to get you a definitive price for your
coverage.

Before we get started, do you have any questions I can help you with, or would you like to complete the application
process and finish the insurance purchase?