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Free Resource · Pre-Qualification Scripts

The Fronter Script Library

10 pre-qualification scripts your offshore team can use on Day One

By Call Force Global · callforce.global

Why this exists

Most outsourced fronter rooms blow their first 14 days on the same mistake. Not accents. Not the dialer. Not even compliance training. The script they got handed Day One was written for a closer. Wrong job. Wrong copy. Junk transfers.

A closer's script wraps. A fronter's script qualifies and routes. Different muscle, different copy. When you hand a closer's script to a $7 to $12 per hour seat in a far-offshore room and tell them to "just pre-qualify," what you get is a long pitch, a confused prospect, and a transfer rate under 8 percent.

This library is the script set we run with our own fronter teams in Jamaica, Trinidad, and Colombia. Ten scripts across the verticals where pre-qualification actually moves the needle. Steal them. Adapt them. Hand them to your next vendor on the kickoff call so you do not lose Week 1 to script rewrites.

A few ground rules before you read.

  1. Every script is fronter only. It pre-qualifies and warm-transfers to your licensed agent, your loan officer, your closer, your adjuster. Our agents do not quote rates, do not bind anything, and do not take applications. That is by design and it is also the only legally clean way to do this.
  2. We do not name carriers, lenders, or specific MA plans. You insert yours.
  3. Every script ends in either a transfer, a callback, or a clean disqualification. No script is allowed to sit in limbo.
  4. The compliance lines (TCPA, mini-Miranda, Reg F) are written as defaults. Your compliance counsel makes the final call.

How to read each script

Every script has the same five parts.

Jump to your vertical

  1. Debt Relief / Settlement (Inbound)
  2. Solar Appointment Setting (Outbound)
  3. FNOL Intake (Inbound, P&C First Notice of Loss)
  4. Medicare AEP Inbound (Fronter to Licensed Agent)
  5. B2B SDR Cold Call (Discovery to Booked Demo)
  6. Home Services Lead Qualifier (Roofing, HVAC, Remodel)
  7. First-Party Debt Collection (Reg F Compliant)
  8. Insurance Inbound Verification (Pre-Quote, Auto / Home)
  9. SaaS Trial-to-Demo Booking
  10. Bilingual Spanish-First Inbound (Customer Care Overflow)

Script 1: Debt Relief / Settlement (Inbound)

Opener. "Thanks for reaching out about the debt relief program. My name is [agent], I am with [client]. Quick note before we go any further, this call is recorded for quality and accuracy. Are you on a recorded line on your end as well?"

Permission. "I am going to ask three quick questions to see if you fit the program, then connect you with a licensed specialist who can walk you through next steps. Sound good?"

Qualifying gates. 1. "Roughly how much unsecured debt are you carrying right now? Credit cards, personal loans, medical, that kind of thing." (Gate: typically $10k+. You set the floor.) 2. "Are these accounts current, or are some of them 30, 60, 90 days behind?" (Gate: matches your program.) 3. "Are you employed or do you have a steady source of income coming in each month?" (Gate: yes.)

Bridge. "Based on what you shared, you look like a good fit for the program. I am going to bring on [closer name], who is licensed to walk you through the actual structure and pricing. Stay on the line, this takes about 45 seconds to connect."

Disqualify path. "Based on the numbers you shared today, the program is not the right fit, but I do not want to leave you without a next step. The Consumer Financial Protection Bureau has free guidance at consumerfinance.gov, and a non-profit credit counselor through the NFCC can review your full picture at no cost. Take care."

Script 2: Solar Appointment Setting (Outbound, Cold)

Opener. "Hi, this is [agent] calling from [client], I know I am catching you out of the blue, do you have 30 seconds and I will tell you exactly why I am calling?"

Permission. "We are working with homeowners in [zip] who own their home and pay an electric bill over [threshold] a month, helping them see if a solar setup would actually save them money. Just a fit check, no pitch, no obligation. Can I ask you two quick questions?"

Qualifying gates. 1. "Do you own your home, or are you renting?" (Gate: own.) 2. "Roughly what is your average monthly electric bill?" (Gate: your floor, often $100 to $150.)

Bridge. "You sound like a fit. The next step is a 20 minute appointment with one of our energy consultants. They are the ones who pull your usage and give you the actual numbers. I have [time slot 1] or [time slot 2] open. Which works better?"

Disqualify path. "Got it. Solar really only pencils for owners over the bill threshold, so we are not the right call today. Appreciate the time."

Script 3: FNOL Intake (Inbound, P&C First Notice of Loss)

Opener. "Thank you for calling [client] claims, this is [agent], I am sorry to hear you are dealing with this. Before anything else, is everyone safe right now?"

Permission. "I am going to take down the basic facts of the loss, then transfer you to a licensed adjuster who handles this type of claim. We will not need more than four or five minutes. Is that alright?"

Qualifying gates. 1. "Can I get your policy number, or the name on the policy if you do not have it in front of you?" 2. "What was the date and approximate time of the loss?" 3. "Can you walk me through what happened, in your own words?" (Capture verbatim. Do not interpret.) 4. "Were there any injuries? Any other parties involved? Any police or fire response?"

Bridge. "Thank you. I have logged the basics. I am transferring you now to [adjuster team], who is licensed in your state and will handle the claim from here. Please stay on the line, the connection takes about 30 seconds."

Disqualify path. Not applicable. Every FNOL transfers. If the policy cannot be located, route to the policy services queue, not back out.

Script 4: Medicare AEP Inbound (Fronter to Licensed Agent)

Opener. "Hi, thanks for calling about your Medicare options, this is [agent] with [client]. Just so you know, this call is recorded and I am not licensed to quote or enroll, so I will be connecting you with a licensed agent in just a minute. Sound okay?"

Permission. "Before I bring on the agent, I have to confirm three things so we know which agent to route you to. Takes about a minute. Ready?"

Qualifying gates. 1. "Can I confirm you are 65 or older, or turning 65 within the next 90 days?" 2. "What state and zip do you live in?" (Gate: agent licensed in that state.) 3. "Are you currently on a Medicare plan, or is this your first time looking at this?"

Bridge. "Perfect. I am going to bring on [licensed agent name], who is licensed in [state] and can actually walk you through your plan options. One moment please." (Hold music, warm transfer with verbal handoff.)

Disqualify path. "Based on what you shared, you are not Medicare eligible yet. I would suggest reaching back out about 90 days before your 65th birthday and we will pick this up. Have a good one."

Compliance reminder. Per CMS marketing guidelines, the fronter does not discuss specific plan benefits, premiums, or carriers. Stick to eligibility and routing only.

Script 5: B2B SDR Cold Call (Discovery to Booked Demo)

Opener. "Hi [first name], this is [agent] with [client]. I will be honest, this is a cold call. Want to give me 27 seconds and you can tell me whether to keep going or hang up?"

Permission. Pause. Wait for "sure" or "go ahead." If they say no, "Totally fair, what is a better time to try you back?"

Qualifying gates. 1. "We work with [persona] at [company stage] who are dealing with [specific pain]. Does any of that sound like the world you are in, or am I way off?" 2. "Are you the person who would weigh in on [decision area], or is that someone else on your team?"

Bridge. "Got it. The next step is not a pitch, it is a 20 minute working session with [client AE name] where they pull your specific [data type] and show you what they would actually do. I have [time 1] or [time 2] this week. Either work?"

Disqualify path. "Sounds like the timing or fit is off. No worries. Mind if I send one short email so you have us on file when the priority shifts?"

Script 6: Home Services Lead Qualifier (Roofing, HVAC, Remodel)

Opener. "Hi, this is [agent] calling from [client]. I am following up on the request you submitted online for a [roofing / HVAC / remodel] estimate. Quick to confirm, you are still looking for a quote, correct?"

Permission. "I just need to confirm a couple of details so we send the right estimator out. Two questions, then I will book you in."

Qualifying gates. 1. "Do you own the home or are you renting?" (Gate: own, or have signed authority.) 2. "Is this for repair, replacement, or new install?" (Routes to the right estimator.) 3. "Do you have a timeline, are you looking at this in the next 30 days, 60, 90?"

Bridge. "We have an estimator working in your area. I have [time slot 1] or [time slot 2] open. Which works? The estimate is free and takes about 45 minutes on site."

Disqualify path. "Sounds like the timing is further out. I will note that on your file and reach back in [N] days. If something changes before then, our number is [client number]."

Script 7: First-Party Debt Collection (Reg F Compliant)

Opener. "Hello, this is [agent] calling from [client] on a recorded line. May I please speak with [account holder]?"

Verification. Verify identity per your policy (typically last 4 of account, DOB, or address on file). Do not proceed with account details until verified.

Mini-Miranda. "Per federal law, I am required to inform you that this is an attempt to collect a debt and any information obtained will be used for that purpose. This communication is from a debt collector."

Qualifying gates. 1. "Our records show a balance of [$amount] on the [account type]. Are you able to resolve that today?" 2. If no, "What would work for you? We have options for a payment plan or a settlement, depending on your situation."

Bridge. "Let me bring on [specialist] who can review the full set of options with you and put a structured plan in writing. One moment."

Disqualify path. "Understood. I am going to make a note that this is not a good time to resolve. Per Reg F, you have the right to dispute the debt or request validation in writing. Our address is [address]. Have a good day."

Compliance reminder. Reg F caps call attempts. Time-of-day, frequency, and consent rules apply. Your compliance team owns the dialer config.

Script 8: Insurance Inbound Verification (Pre-Quote, Auto / Home)

Opener. "Thank you for calling [client], this is [agent], how can I help you today?"

Permission. "I can help with that. I am not a licensed agent, but I will gather a few details and connect you with one in your state. About three minutes. Sound okay?"

Qualifying gates. 1. "What state do you live in?" (Gate: client licensed there.) 2. "What is your full name and date of birth?" 3. "Are you currently insured, or is this a new policy?" 4. "What kind of vehicles or property are we quoting?"

Bridge. "Got it. I am routing you to [licensed agent name], who is licensed in [state] and will pull your specific quote. One moment please."

Disqualify path. "We are not currently writing in [state]. I am going to send you a one-line email with three or four reputable carriers in your state so you have somewhere to start."

Script 9: SaaS Trial-to-Demo Booking

Opener. "Hi [first name], this is [agent] from [client]. You started a trial with us [N] days ago, and I just wanted to check in, is now an okay time for two minutes?"

Permission. Pause for yes.

Qualifying gates. 1. "How is the trial going? Did you get a chance to actually use it, or has the week gotten away from you?" (Listens for friction.) 2. "Are you evaluating this for yourself, or is there a team that would use it with you?" 3. "If we got the [specific use case] working the way you want, what would the next step look like for you internally?"

Bridge. "Sounds like the next move is a 20 minute call with [AE name] where they tailor it to your setup. I have [slot 1] or [slot 2]. Which works?"

Disqualify path. "Sounds like the trial is not the right thing this quarter. I will note that and follow up in [N] weeks. If you need anything before then, support is at [link]."

Script 10: Bilingual Spanish-First Inbound (Customer Care Overflow)

Opener (Spanish). "Gracias por llamar a [client], le habla [agent], la llamada es grabada para garantizar la calidad. ¿En qué puedo ayudarle hoy?"

Permission. "Permítame hacerle dos o tres preguntas rápidas para asegurarnos de conectarle con la persona correcta. ¿De acuerdo?"

Qualifying gates. Three questions tied to your account routing logic. Most common pattern: account verification, reason for call, severity / time sensitivity.

Bridge. "Perfecto. Le voy a transferir con [especialista]. Tomará menos de un minuto. No cuelgue por favor."

Disqualify path / fallback to English. "Si prefiere continuar en inglés, con gusto le puedo transferir con un agente de habla inglesa. ¿Le gustaría hacer eso?"

Note. Caribbean and LatAm fronter rooms are the natural home for this script because of native bilingual coverage in the same time zones as US business hours. That is the entire reason CFG exists.

What good looks like

A working fronter script gets you these numbers, on average, with a competent room.

If you are not seeing those numbers within 30 days, it is almost never the script. It is one of three things. The dialer list quality is bad. The closer team is not staffed for the transfer volume. Or the gates are too loose and you are sending junk to closers.

How CFG fits

We run rooms in Jamaica, Trinidad, and Colombia for the verticals above. Native English, US Eastern and Central time zone overlap, and dedicated agents per program. We are fronter-only by design. We do not bind, we do not quote, we do not enroll. We pre-qualify and we route, cleanly, on a recorded line.

If you want to see what a 10 to 20 seat room looks like at a Caribbean nearshore rate, the fastest way is the calculator. It runs your numbers in 60 seconds and emails you a breakdown.

→ Try the calculator at callforce.global/calculator

If you want to talk through one of these scripts for your specific program, book a 25 minute discovery call.

→ Book at callforce.global/contact

Call Force Global · Caribbean Nearshore BPO · callforce.global · info@callforce.global

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