Invited speech by insurance company customers

Hello, it still depends on the relationship between your customers. If you don't have a basic communication and impression of you on the list, it's not easy to make a phone call.

Personally, I think it is still necessary to establish a basic relationship with customers. If you are a stranger, let the other person recognize you first and ask to meet you.

If you have, you can directly make an appointment to meet the time and place, confirm the time and communicate the conversation.

If it is a referral, establish basic trust on the phone, then make an appointment to meet with you and get down to business.

Insurance companies have always attached importance to speech skills. I don't think there is a fixed template for speech skills. In fact, speaking skills are the reason, giving customers a reason to meet, a reason to communicate, and a reason to sign a bill with you. Words are also summed up by predecessors and told to customers, which varies from person to person. And insurance is more real and sincere, so it needs sincere expression.

As long as your words are sincere and well-expressed, there is no problem with addressing, and greetings and compliments are just embellishments.

Further reading: How to buy insurance, which is good, and teach you how to avoid these "pits" of insurance.