Referral

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(referral’s name), Did you get a chance to speak with (name of sponsor) to find out what they have done for you and your family and why I am meeting with you today? 

(Yes/No) Ok, I will back up and fill you in on what is going on. (Name of sponsor) is a member in good standing with their (Union, Association, or AIL) and was allowed to extend some exclusive benefits to their family members and people closest to them. For over 70 years, AIL has provided personal service to union and association members like the Police, Firefighters, and Nurses and helped them qualify for their permanent benefits. I am sure you have heard they have some of the best benefits out there, right?

Yes exactly, and that’s why it’s so great that (name of sponsor) sponsored you in, as you get access to those same benefits. 

Now, before I dive in, have you ever heard of AIL before? Let me give you a better idea of who we are and what we do. AIL, part of Globe Life, is the only 100% unionized insurance company in the world and works with over 20,000 major unions and associations in North America. As you may know, many of these groups have great benefits through work, however all of those leave once you leave your job and that’s why the group got us in place to handle their supplemental life insurance benefits. 

Unless you are a member of a group we work with, you have probably never heard of us, but I am sure you have heard of Air Canada, Loblaws, and Coca-Cola, right? Well, we are the company that works with the unions that represent their workers and we’ve been around for over 70 years!

Now, (member’s name), are you a big sports fan? I ask because we are also the official insurance company of the Dallas Cowboys, LA Lakers and Texas Rangers. Pretty cool, eh?

One of the biggest things our company focuses on is giving back to the community and helping out our member’s families and close ones. Before, when we used to come by in person, we would always collect a canned food item but now, with us being virtual, the groups wanted us to find another way we can give back. So they opened up some unionized career opportunities with benefits and work from home positions. Who’s the first person that comes to mind that might be looking for a change or WFH position? Now, before I get their name, I can’t promise them getting hired, but I can promise our hiring manager to give them a call and see if it’s a good fit. 

*Collect name, phone number, and best time for manager to call* 

Great, now when I am done, we would like your opinion on the program by using our Google reviews (Share screen with Google review. Pick a good one hopefully with your name). As you can see, we currently have a 4.8star rating from the families we have serviced. When we finish up, I will also ask you to leave a review for me! 

Now they have me here for 2 main reasons: 

1. First to activate and explain the no cost benefits you are entitled to.  
2. Second, is to activate the permanent program they have designed to fill the gaps in your work coverage and what (sponsor’s name) saw so much value in for you. Since these are permanent and portable, you will have to qualify for them, so not everyone that we see can have them. I just need you to listen and ask any questions you might have since we take care of everything today, and that’s in fairness to all the other members waiting to be seen during your enrollment period.

Now before I dive in, did you have any questions for me? WFA. Are you sure? As I know I went through a lot of stuff here and I just want to make sure we’re on the same page.