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How To Write The Greatest Telecalling Script For Insurance

Published on June 9, 2022
Last modified on February 1, 2023
How To Write The Greatest Telecalling Script For Insurance l NeoDove

Did you know sales representatives make an average of 33 calls a day? Moreover, an average of 8 calls is needed to reach a single prospect. 

This shows why sales representatives often find themselves hung up while speaking to customers over the phone. They often become quite boring or bland over the phone while having a conversation. This happens quite often when one is trying to sell a service like renewal insurance. 

Although, telecalling plays an important role in lead generation for renewal insurance. However, more often than not sales representatives shy away from it.

Therefore, it is important for your salespeople to follow certain practices. These include using insurance sales scripts, having an improvisation session to see where they are going wrong, and so on.

In this article, we will explore some of the best tips and insurance telecalling scripts.

Telecalling in Renewal Insurance

As a telecaller, you know how difficult calling leads can be. You may feel awkward or even nervous at having to talk about your company with a stranger.

However, when done correctly telecalling can produce huge rewards for your business. 

Here are a few tips on how to make the most out of this tactic for selling renewal insurance:

Telecalling in Renewal Insurance l NeoDove

Think One Step Ahead

Make sure you completely understand your sales telecalling pitch before making the call to the customer. 

Have answers to questions like why this insurance agency stands above the others. What is that this company has for the customer or how is it different from other competitors

Think if you have any particular customer persona in mind, analyze the kind of objections someone could have, etc.

Write an Outline for the Renewal Insurance Script

Do not focus on creating the telecalling conversation in your head. 

Rather create an outline or write exactly how you will persuade your customer to renew his insurance. Include the kind of questions you will be asking and so on. However, remember that you cannot rely on it for the entire call.

Here is an example of how you can create your script

Hello! How are you?

I‘m Akash from {company Name}. Do you have a few minutes to discuss Insurance with me?

I’m calling because your policy name is coming up for renewal. We wanted to make sure we have all the most up-to-date information for your protection and to maximize your discounts. We know this is a difficult time so we wanted to connect with you to check in on you and your family.

Before I ask you a few questions, I want to let you know how much we appreciate your business. We know you have insurance choices, so if you ever need anything be sure to call us first so we can take care of you. It’s our job to serve you better.

Communicate on Customer’s Level to Build Trust

You need to ensure that you use only those terms that your customer will understand. There should be no jargon such as hardcore insurance and finance-related terms that customers might not be aware of.

You can be personable, and professional at the same time. Try your best to understand their wants and needs, and shape your pitch around them.

NeoDove is a great tool when it comes to managing and making scripts irrespective of your business nature. You can use the automated app to generate, create, and customize insurance renewal and insurance-related sales scripts.

It will be a great help for the insurance agents. Now, they can have a better picture of what will help to persuade customers to renew their insurance.

Must Read – B2B Telesales Tips – How to Increase Telesales Output

Best Telecalling Practices For Insurance Agents

Staying Focused

It is very important to remain focused whenever you’re persuading a prospect to renew their insurance. It does seem like common sense. However, it is not unusual for insurance agents to not be focused while making sales calls.

Furthermore, you can assist your insurance agents to be focused in several ways. For example, you can create a weeklong calendar of one-hour blocks of time that are exclusively for telecalling.

During each block of time, the goal for every agent should be to attempt between 20 and 40 telecalls. Make sure your team views each assigned block of time as a business appointment that they cannot afford to miss.

Best Telecalling Practices For Insurance Agents l NeoDove

Get in Possession of the Required Information

The most beneficial telemarketing script for insurance is one that lets insurance agents get to know their customers better. This is because they probably do not know anything about the person who just answered their call

It’s important to give your insurance agents the freedom to ask probing questions about the individual’s current situation.

There will be two outcomes of this. Firstly, it will make prospects feel like your insurance agents genuinely care about their needs. Secondly, your insurance agents have the chance to identify and study additional areas where they may benefit your prospects.

Here is an example of what you can include in the script:

Before I ask you a few questions I want to let you know how much we appreciate your business. 

I completely understand, it’s a very difficult time. Electricity, and cell phone bills; it feels like everything is going up. If you ever need anything be sure to call us first so we can take care of you. It’s our job as your insurance partner.”

Also read: Email templates for Insurance sales

Tips For Using A Telecalling Script For Life Insurance 

Rehearse Your Insurance Renewal Script

You need to sound confident and comfortable while reading your script. It should not make you sound blunt and unappealing to the customer. You need to practice your script where you’ll be doing your telecalling for insurance renewal.

Stay active, keep your energy up, and be prepared to face a few rejections from your customers. 

Stay on the same page as your customer. It will translate to helping the customer on the other end of the line to stay on the same page as well. That will make them more receptive and likely to get persuaded to renew their insurance.

Tips For Using A Telecalling Script For Life Insurance  l NeoDove

Know When to Call

Make sure you call your customers only during business hours (9 AM – 5 PM). If you want customers to renew their insurance using your insurance agency, then you need to be professional. They will understand that you have the decency to connect with them during suitable hours.

Do not give them early morning or late night calls. These are considered highly unethical and a breach of their privacy. 

Pre-plan a time after speaking to your customer when he is comfortable speaking and so on. Make sure you make a note of these things as it will affect the final outcome of your telecalling.

Do’s and Don’ts of Insurance Telecalling Scripts


Make sure you are well versed in all the insurance renewal policy terms before telling your customer about it. Do thorough research at your end about the same and then speak to the customer.

Write the renewal insurance telecalling script. Keep customizing it on the basis of the ideas you get while practising it. Do not simply read it. Understand it and apply it accordingly when speaking to the customer.

Gather knowledge about your customer’s history of previous insurance, and everything related to it. It will help you to understand what their preferences are when it comes to choosing or renewing insurance policies. 


There is no point in calling your customer repeatedly. It will only hamper your image as an insurance agent. Make sure you only gather insurance-related information about your customer with your insurance sales script. 

Don’t cross the ethical boundary of interfering in your customer’s personal purchasing decisions.

Do not call them during unethical times and be desperate to get done with the job. You are showing that you care for them and therefore they should renew their insurance. 

So, do not keep on sending them reminders. Rather, use a telecalling CRM like NeoDove to keep a track of follow-up reminders.

How To Know Your Insurance Sales Script Is Working 

Even if you have the best possible insurance telecalling scripts, salespeople will still face rejection. However, your sales representatives should use these experiences to improve themselves as well as their insurance telecalling scripts.

To ensure your telemarketing script for insurance is effective, constantly monitor agent performance. You can easily do so by using and analyzing in-depth reports.

Another way to know if your telecalling script for life insurance is effective is by keeping track of referrals. Despite not connecting initially, receiving a referral from an uninterested prospect can still benefit you.

Lastly, keep a close eye on your sales numbers. A good insurance telecalling script will definitely affect your sales in a visible way. If it does not, then it’s time you review and revises your telecalling script. 


A great insurance sales script can be one of the most effective tools in your sales and marketing arsenal. As such, having sales representatives practice the right telemarketing script for insurance can really help you boost sales.

An hour or two of telecalling can lead to many closed leads. These are definitely more than you ever would have gotten had your approach been rigid. 

In fact, calls result in quick responses and better conversations than emailing or online messaging alone. Perfecting your insurance telecalling script is the key to improving your sales conversions.

Stay on top of your insurance sales script game by following our do’s and don’ts and watch your business thrive!

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