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PI Deceased

Steps Show empathy – “I’m sorry to hear about your loss. I would like to extend my condolences to you and your family.” Read shortened version of the policy summary Cancel all ...

IVR

IVR Callback Script Connects to Primary Insured:  “Good Morning/Afternoon, this is (name) with Franklin Madison returning your call. This call is being recorded for quality purposes. How can I he...

Verification

Verification Guidelines Ask caller for FULL ADDRESS on file Caller must very full address on file if a coverage ID was not provided Caller must verify primary insured’s first and last name as well a...

Injury & Illness – Zurich

PRODUCT DESCRIPTION INFORMATION What is this coverage? Can you tell me more about this coverage? What does this cover? The Daily Hospital Confinement Injury and Illness provides cash benefits for hosp...

HAP – Zurich

PRODUCT DESCRIPTION INFORMATION What is this coverage? Can you tell me more about this coverage? What does this cover? The Hospital Accident Plan (HAP) provides cash benefits to the insured in the eve...

Opening

Verification regarding the primary insured's address changed slightly. Remember to always ask the caller for the full address on file for verification purposes.

AD&D – Sirius

PRODUCT DESCRIPTION INFORMATION What is this coverage? Can you tell me more about this coverage? What does this cover? Accidental Death and Dismemberment covers the insured in the event of loss of lif...

AD&D – Chubb

PRODUCT DESCRIPTION INFORMATION What is this coverage? Can you tell me more about this coverage? What does this cover? Accidental Death and Dismemberment covers the insured in the event of loss of lif...