Call Scripts

Call scripts help staff when speaking with a lead or client in going over new applications, questions about policies, other products, services and more. Create scripts for all different types of calls to make sure you get all theinformation needed on the first call, saving you and the potential client time an frustration. Have sub-script options for any questions, objections the lead may have or for any health impairment where you need to gather more info.

Call Scripts are conveniently located in the lead or client record so anyone can quickly access them when making or receiving a call. You can also create call scripts that are just bullet points to be gone over on a call where there isn't a script to follow but different items to discuss or a list of options to go over.