What to Say on the First Call With a Recruited Life Insurance Agent

Short answer: keep the first call to 10–15 minutes. Introduce yourself, ask what they want, confirm licensing and fit, explain your opportunity honestly, and book a specific next step. Your goal is a second conversation, not a signed contract.

1. Open (1 minute)

“Hi [Name], it's [Your name] with [Agency]. Thanks for picking up. You were looking into opportunities for licensed life agents. Is now still a good time for about 10 minutes?”

2. Ask what they want (3–4 minutes)

• “What made you start looking?”
• “What's working and not working where you are now?”
• “What would a great next 12 months look like for you?”

3. Qualify (2–3 minutes)

• Which states are you licensed in, and is your license active?
• Are you contracted anywhere now? Any release or non-compete considerations?
• Full-time or part-time? Remote setup ready?

Verify license status yourself before contracting.

4. Present your opportunity honestly (3–4 minutes)

Cover products, compensation structure, how agents get leads or marketing, training and onboarding, and what you expect. Avoid income promises. If you share examples, label them as examples.

5. Book the next step (1 minute)

“Based on what you've told me, the next step is a [30-minute interview / opportunity overview] with [person]. Does [day] at [time] or [day] at [time] work better?” Send a calendar invite and a text confirmation right away.

Why pre-screening helps the first call

AgentATM leads are licensed life insurance agents pre-screened through a sophisticated funnel, so they know what the call will be about. That lets you spend the call on fit instead of explaining why you're calling. What “pre-screened” means.

Start with 50 leads

The AgentATM trial is 50 pre-screened licensed life insurance agent recruiting leads for $1,500, one time. Buy online with no sales call. We contact you for onboarding within 1 business day, and lead delivery starts within 72 hours after onboarding. Leads arrive by text and email, and campaigns are statewide in all 50 states.

Get 50 recruiting leads ($1,500) → · Read the AgentATM FAQ

AgentATM provides recruiting leads, not guaranteed responses, conversations, appointments, hires, production or revenue. AgentATM does not offer lead replacements or credits; your agency works the leads, verifies license status and decides whom to pursue. Results vary by agency, market, follow-up and offer.