Hi, Is this (Lead Name)?  Hello, (Lead Name), I’m (your name), calling to get you the information you requested about life insurance

Real quick (lead name),  I have your date of birth listed as …

Perfect! As I said before, my name is ____ I’m with Gray Matter Financial and I’m calling because a survey was filled out in your name requesting information about Life insurance.  I’m calling to schedule a time one of our specialists can review your options with give  2 days that have open times then ask morning or afternoon 

I’ll give you a link to my calendar so you can see what’s available and book an appointment

company website is ....................