Accelerate your sales with
Asurea's Emergency Response System (ERS)
Accelerate your sales with Asurea’s
Emergency Response System
When you deliver your client’s completed application,
make sure you enroll them in Asurea’s Emergency
Response System (ERS).
Clients want to make sure their beneficiaries receive their
death benefit, and Asurea’s ERS gives them that peace of
mind.
ERS Referrals:
• Are free
• Have built in trust
• Increase customer loyalty
• Have fewer objections
• Are easier to close
• Lead to bigger sales
• Bring in more referrals!
Asurea’s Emergency Response System is the best way to build
your business with referrals.
“Loyal customers, they don’t just come back, they don’t simply recommend
you, they insist that their friends do business with you.”
- Chip Bell
Policy Delivery and ERS Script
(Say hello, smile, and build rapport for a few minutes, then go into the policy review.)
“So (client name) my job during our last appointment was to recommend the best company
for your personal health, budget and financial goals. I was able to get you approved for
(company), and today we are going to go over everything to make sure this policy is
integrated efficiently with your financial picture.” (Open policy and go through checklist).
A) Death Benefit
B) Monthly Premium
C) Years of Level Benefit
D) Additional Riders
“Ok great, now that we have verified the policy is everything you wanted, we are going to
integrate it into your personal financial picture. Now, what else is going to a beneficiary?”
(Go through FIF form.)
“Now, we always go the extra mile for our clients (Present ERS packet), which is why we
provide an Emergency Response System. Currently there are over a billion dollars of unclaimed
death benefits because beneficiaries, family, or friends don’t know that their loved ones were
covered" (Present articles).
“Who else, besides you and your beneficiary, know that you are protecting your family today?
To make sure the death benefit is received by your beneficiary, our company gets ten names,
including beneficiary, family and friends. We get ten names because when something
happens, five of these people aren’t going to answer. Obviously your beneficiary will be first,
and who is a responsible adult in the local area that you would also like to add?” (Get as
many names as you can).
“Ok great, now (Client), who on this list would you say you love and care about enough for me
to take care of like I took care of you? All of them right? (Stay silent, let them respond). Ok
great, I will call them and introduce myself to make sure you are covered, and to see if there is
any way I can help them as well”
(Smile, laugh, build rapport and leave.)
Client Text Message to Each ERS Contact
(Once the ERS form has been completed, help your client send this message in a text to each
of their ERS contacts.)
“(ERS contact), I am going to have (your name) contact you tomorrow. This is very important
to me. Please make sure you take his call. He will be calling from (your phone #). Please take a
moment to read the attached article. I have chosen you to be a part of my Emergency
Response Team to ensure that my family is financially taken care of if something happens to
me”
(Help them take a photo of the article of their choice and attach it to their text.)
Prepare in advance: In advance, you can send the message above and a photo of one of the
articles as a text to yourself. Then, at the client's home, just forward that text to their cell while
you are sitting with them. All they have to do now is customize the names and forward it on to
their ERS contacts instead of typing the script for each ERS contact.
Your client can also download the attached article you send them to their photo gallery on their
cell for much easier sharing.
Email option: If the client prefers not to text, ask them if email would work better. You can do
the same as above. Ahead of time, email yourself the message and article; then forward that
email to your client (the attached article will come long with the message) while you are at their
home; on their computer, help them personalize the names in the message to match their ERS
contacts and help them forward it to each of their ERS contacts.
Your Text Message to Each ERS Contact
(The next day, text each ERS contact this script.)
“Good morning (ERS contact). When I met with (client's name) yesterday, he chose you to be
responsible for his family if something were to happen to him. He recently purchased life
insurance from me. My job is to set up an Emergency Response Team to make sure this life
insurance policy goes to his beneficiaries. Please see the attached article. I'll be reaching out to
you today to set up this important service.”
Note: Take a picture of one of the articles in advance so it's in your photo gallery on your cell.
Then you can easily attach it to each text directly from your photo gallery.
Your Follow-Up Call Script After Text
(Later that same day, call each ERS contact that you texted earlier and use this script.)
“Good morning (ERS contact). This is (your name), I'm following up on (client's name) text to
you on (date) concerning setting up his Emergency Response Team. Did you get a chance to
read the article that (client's name) sent to you concerning "Billions of Unclaimed Life
Insurance Proceeds?"
(Client's name) chose you to be responsible for his family if something were to happen to him.
He would like me to meet with you to set up an Emergency Response Team for him and your
family as well.
Are you available on (date) or (date)?”
(Set the appointment as usual.)