Project overview
Insurance agent with a list of Mortgage Protection Leads in which the prospects filled out a form showing interest in obtaining insurance to cover their mortgage payment in the event of an untimely death of either spouse. The Leads are Older leads (perhaps a month or more). I need someone to contact these leads & obtain an appointment for the insurance agent to visit the prospect with the opportunity to write an insurance policy. I There is a standard Phone script that will need to be modified for a second person (rather than the Insurance Agent) along with a number of simple health questions that will need to be asked of an interested person.