# BCI LIFE INSURANCE

Excuse me. Do you mind if I give you my business card?

I specialize in life insurance and investments. Who’s handling your life insurance and investments outside of your job?

<mark style="color:red;">**XYS COMPANY**</mark> : If I could give you more coverage for what you’re currently spending or even save you some money in that area, that would be worth 30 minutes of your time when you’re available, wouldn’t it?

Great, My name’s \_\_\_\_\_, what yours?

What's the best number to reach you at?

What’s the best time to call?

Ok, I’ll give you a call between today and tomorrow, and we’ll set up something. Have a good day!

<mark style="background-color:blue;">**NO ONE**</mark><mark style="background-color:blue;">:</mark> Really?!. Have you thought about it and just haven’t gotten around to it?

Well let me get your contact info and I’ll give you a call to see if we can find something that fits your budget.

My name’s \_\_\_\_\_, what yours?

What's the best number to reach you at? What’s the best time to call?&#x20;

Ok, I’ll give you a call between today and tomorrow, and we’ll set up

## THE PHONE CALL

BCI followup script (life)

Hello, can I speak to \_\_\_\_\_\_\_\_\_\_\_\_\_ ? Hi, \_\_\_\_\_\_\_\_\_\_\_\_ this is

(your name) with Primerica Life Insurance. I gave you my business card. I know we spoke briefly regarding a life insurance policy for you and your family outside the job. I'm actually putting my planner together of the people I'll be helping over the next few days.

When you look at your schedule, what works better for you (and your spouse) to do a 30-minute zoom meeting? Monday or Tuesday (use whatever next 2 days you are available) Daytime or evenings? (WFA) (Check your availability and give option of 2 times that are close to their choice) Ok I have 2pm or 4pm available. (WFA)&#x20;

Great I have you scheduled for Monday at 2pm! Are you familiar with ZOOM? I’m going to send you a link, just respond back you received it. Also, so that I can see if you're eligible for any discounts, who do you bank with ? (WFA)

If they have an account… Ok great! See you Monday at 2pm!

If they don’t have an account… Unfortunately you’ll need a bank account to get everything set up. Can you open one before Monday or should we schedule for a later date?

<br>


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://closersnation-hierarchy.gitbook.io/closersnation-system/setting-appointments/bci-life-insurance.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.