Know exactly what to say on every call
The phone is still where insurance gets sold and saved — but a call that wanders loses the quote, and a new CSR who freezes loses the client. Our phone-script library gives you the exact wording for the calls that matter, written for property & casualty agents by a 22-year industry veteran.
Each script is built like a real call: an opening, the discovery questions that get you an accurate quote, the talking points that move it forward, the objections you'll hear with ready rebuttals, and a clear close — color-coded so you find your place instantly while you're on the line.
What's included
Why agents use ready-made phone scripts
- Close more calls — a structured call beats winging it every time.
- Onboard new staff faster — a new producer or CSR sounds professional from day one.
- Handle objections with confidence — built-in rebuttals for the ones you hear most.
- Capture the right info — discovery questions make sure nothing's missed before you quote.
Frequently asked questions
What are insurance phone scripts?
Word-for-word call guides for the conversations P&C agents have every day — new-client intake, discovery questions, sales talk tracks, cross-sell, retention calls, and objection handling. You pull up the situation and have the right wording in front of you while you're on the phone, so you never freeze or forget a key question.
Are these scripts written for P&C insurance specifically?
Yes. Every script is written for property & casualty agents and agencies — personal lines, commercial lines, and surety — by a 22-year P&C industry veteran, not a generic sales coach.
What kinds of calls do they cover?
New-client intake for auto, home, commercial, and contractor risks; discovery question sets that capture what you need to quote accurately; sales talk tracks that move the call toward a close; cross-sell and account-rounding; renewal, retention, and win-back calls; and objection handling with ready rebuttals.
Can I customize the scripts?
Always. Each script is a starting point — adapt the wording to your style, your state, and your carrier. They're color-coded by section (opening, discovery, talking points, objections, close) so you can find the right part of the call instantly.
Do they include objection handling?
Yes. The scripts include built-in rebuttals that reframe the common objections — 'I'll think about it,' 'it's too expensive,' 'I get a discount through my bank' — as opportunities, so newer staff handle them with confidence.
How much does it cost?
There's a free tier so you can see the quality first. Full access is $39/mo — all 75+ phone scripts, 101+ email & text templates, and the plain-English reference library — one flat price for your whole agency, unlimited users.
Pick up the phone with the words ready
Choose a plan to unlock all 75+ phone scripts, 101+ email & text templates, and the reference library for your whole agency.