Appointment Setting (aka) Dial Days

80% of our business is dialing the phones and setting the appointments to see the people.

It is Extremely Important that you get very good at setting appointments as this is the lifeblood of your business.

So what does that involve?


Having the right script for the type of lead you are calling on and for your personal style is what is important.  As you will learn, the bulk of the scripts cover the same things just said in a slightly different manner.

Click the button below for a collection of scripts for Final Expense (FE), Mortgage Protection (MP), and Internet Leads which can be either FE or MP.

Print the scripts out and then practice them over and over, do this in conjunction with listening to some of the videos below from top producers, and then also make sure that you are tuning into FFL DIALS. – This is a live Zoom call that starts at 6:30 AM EST every Monday and Thursday and runs for most of the day.  You will have the opportunity to listen to other agents live – making calls, and setting appointments. 

When you are making your calls you want to make sure that you are tracking your activity. 

Agent Weekly Accountability Tracker

If you are unable to get into one of our offices (Join WORKSPOTS), to make your dials then this is the next best thing as you will not feel like you are making your dials alone.

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