Health insurance speaking skills for invitations

How do insurance personnel invite unfamiliar customers to attend lectures over the phone?

1. Gift attraction:

Salesperson: Hello, sorry to bother you. Well, this year is the XX anniversary of the establishment of Ping An Insurance Company. In order to give back to our customers, our company will hold a customer gathering at Ping An Building at 2 pm this Sunday. At the same time, all guests present will receive a personal insurance of NT$30,000. Do you have time to attend?

Customer: Yes...

Salesperson: Please bring your ID card to the meeting. Welcome. I will send you an invitation later. Do you think it will be convenient to deliver it to your home tomorrow? Or tonight?

2. Expert financial management method:

Salesperson: Our Ping An Insurance Company is one of the world's top 500 companies, and this year is the ×× anniversary of Ping An's establishment, so we specially held a new... At the old customer appreciation meeting, guests present will receive insurance worth 30,000 yuan. There will also be a national second-level financial planner to provide you with explanations and review of protection gaps on medical care, pension, children's education, and family financial management. I believe your trip will be worthwhile! I wonder if you have time to participate?

Customer: Yes...

Salesperson: Please bring your ID card to the meeting. You are welcome to come, and we will send you an invitation letter later. Do you think it is more convenient to deliver it to your home or... tomorrow or...

3. The quota is limited:

Salesperson: Hello, Sister Chen! Well, in order to celebrate the XX anniversary of the establishment of Ping An Insurance Company and to give back to its millions of customers, Ping An Insurance Company held a customer social gathering. Guests attending the event will receive a free guarantee of NT$30,000 and can also participate in a lucky draw. At the same time, there will also be expert financial management lectures on site to share family financial management knowledge. The company has many customers, hundreds of thousands of them in XX city alone. There is a shortage of places, and I was only allocated two places. You are my big customer and you support me a lot, so I recommend you to the company to attend. I hope you can bring your family to sit down. The time is... the place is... Do you think I will send you the invitation letter tomorrow morning or tomorrow afternoon?

4. Customer service:

Salesperson: Hello! I am an agent of Ping An Insurance Company. Are you a Ping An customer?

Customer: Yes.

Salesman: This year is the ×× anniversary of the founding of Ping An of China, and we are conducting a customer return survey. What kind of insurance did you buy from Ping An?

Customer: It’s ××.

Salesperson: So are there any Ping An salespersons to serve you now?

Customer: No.

Salesperson: Do you know the status of your survival fund return? Do you know what your dividend will be this year?

Customer: Don’t know.

Salesperson: If you are unclear or do not understand, we have the obligation to come to your door to explain the relevant policy rights to you. At the same time, in order to give back to old customers, the company has organized a large-scale customer appreciation meeting. See if you can do it over the weekend. join?

Extended reading: How to buy insurance, which one is better, and step-by-step instructions to avoid these "pitfalls" of insurance