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Insurance Voicemail Script Tips (With Examples)

By Chris Bibey
Insurance Voicemail Script Tips (With Examples) Feature Image
6 minute read
⚠️ Disclaimer: While every effort has been made to ensure that the information contained in this article is accurate, neither its authors nor Aged Lead Store accepts responsibility for any errors or omissions. The content of this article is for general information only, and is not intended to constitute or be relied upon as legal advice.

While you hope that every prospect you call picks up their phone, you know it’ll never happen. And that’s why you need a plan. 

You have two options:

  • Hang up the phone and call the prospect back in the near future
  • Leave a voicemail

There are pros and cons to both, but for the sake of this article, we’ll focus on the latter option: leaving a voicemail.

Leaving an impactful voicemail sounds easy enough, but there’s something about the silence on the other end of the phone that can throw you for a curve. That’s why you need to understand proper techniques and have a voicemail script to lean on. 

Top 5 tips for voicemail script 

Some prospects don’t answer their phone because they know what you want. Other prospects don’t answer because they’re busy. And there will always be those who send you to voicemail because they don’t recognize your number. 

For now, forget about why you’re ending up in a prospect’s voicemail box. Instead, let’s focus on five tips that can help you leave a concise, engaging message that improves your chance of a call-back. 

1. Introduce yourself and your purpose

Start the voicemail by introducing yourself and your purpose for calling. Be clear and concise about what you want to convey. Avoid using any jargon or technical terms that your prospect may not be familiar with.

Example

“Hi, this is [Your Name] from [Your Insurance Company]. I’m calling to discuss your insurance needs.”

2. Leave your contact information

Always leave your contact information, including your phone number and email address. This makes it easier for the prospect to get in touch with you and respond to your message.

Example

“If you have any questions or concerns, please don’t hesitate to call me back at [Your Phone Number]. You can also reach me via email at [Your Email Address].”

3. Be polite and professional

Use a friendly and professional tone in your voicemail. Remember that you are representing your insurance company, so it’s important to maintain a positive image.

Example

“Thank you for your time and I look forward to speaking with you soon.”

4. Personalize the message

If possible, try to personalize the message based on the prospect’s specific situation. This can help to make the voicemail more relevant and engaging.

Example

“I noticed that your policy is up for renewal soon, and I wanted to discuss some options that may be a better fit for your needs.”

5. Follow up if necessary

If you don’t hear back from the prospect after a few days, it’s a good idea to follow up with another voicemail or email. Be persistent, but not pushy.

Example

“I just wanted to follow up on my previous message and see if you had any questions or concerns. Please feel free to reach out to me at any time.”

All of these tips are important, but nothing beats this advice: short and simple gives you the best chance of the prospect calling you back. A long, drawn-out, and complex voice message often leads the person to delete your message before reaching the end.

Insurance voicemail script examples

Let’s start with an insurance voicemail script that can be used when calling a prospect you’ve never spoken with. Perhaps an individual from a list of purchased leads. 

“Hi, this is [Your Name] from [Your Insurance Company]. I hope this message finds you well. I am touching base to share information on our insurance coverage options. We offer a wide range of policies that are tailored to your individual needs. I would love to speak with you more about your insurance needs and how we can help. Please give me a call back at [Your Phone Number] at your earliest convenience. Thank you, and have a great day!”

This script is clear, concise, and engaging. It’s enough to tell the prospect who you are and why you’re calling, but not so much that you’ll scare them away.

Now, let’s examine a voicemail script for a prospect that you’ve already spoken with. For example, an individual who has expressed interest in buying a policy but has yet to make a final decision.

“Hi, this is [Your Name] from [Your Insurance Company]. It was great speaking with you recently about our insurance coverage options. I am touching base to see if you have any additional questions or concerns. Our policies are tailored to meet your specific needs, and I believe we have the perfect option for you. Give me a call back at [Your Phone Number] and we can discuss the next steps. I look forward to hearing from you soon. Thank you!

This message is similar in length, tone, and structure to the first one. The primary difference is that you focus more on the conversations you’ve had to date.

Now, let’s end it with a “final call” voice message. If you’ve had no luck reaching a prospect and are making a last-ditch effort, here’s a script you can use. 

“Hello, this is [Your Name] from [Your Insurance Company]. I have been trying to reach you, but we have not connected. I understand your time is valuable, and I wanted to make sure you had all the information needed to make an informed decision. Our coverage options are tailored to meet your specific needs, and I believe we have the perfect policy for you. If you’re still interested, please call me back at [Your Phone Number]. If I don’t hear from you, I will assume you are no longer interested, and I will close your file. Thank you for considering us, and I hope to hear from you soon.”

Remember, all of these voicemail scripts can be customized to suit your offer, selling style, and prospect. 

Summary

These insurance voicemail script tips and examples will help you craft the perfect message. You can’t expect a 100 percent call-back rate, but don’t let that stop you from taking steps in the right direction. 

If you need more insurance prospects to call, Aged Lead Store can help. 

Visit our online leads store for information on lead types, pricing, advanced filtering, and more.

Photo by Andrea Piacquadio

About Chris Bibey

Chris Bibey is a freelance writer with 15+ years of experience in the insurance and finance industries. Clients include Sales Hacker, Outreach, Discover, PayChex, and Moran Insurance. He has also worked as Head of Sales for Verma Media.

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