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Insurance Script Navigator
Tools built for agents, by agents ·
Brought to you by Optimum
Free for every agent, period.
Know what to say, know what to ask,
and write more business off every call.
and write more business off every call.
Choose your script
Pick the call you're about to run.
How to use the Script Navigator ↗
Watch the walkthrough (10 min) ↗
New here? Watch the 10-minute run-through. The how-to page has the long version, chopped into clips by step.
Every script builds a client profile while you talk — save it, reload it before the next call, print it for the file, or send it straight to the Product Wizard or MyPopPro. Each script opens as a card-by-card navigator with its own reference panels, and you can jump back here any time from the top of the screen.
Free for agents
Everything you need to look like a professional
Three of the tools this script assumes you already have — at no cost.
Your own websiteA real site clients can look you up on, live in minutes.
Digital business cardSaves to their phone in one tap, links to your site, and verifies with NIPR that you're active and licensed.
Calendar & schedulingSend a link, let them pick a time, stop trading texts about it.
Powered by GOAT. No cost, no card required.
Readable scripts
The same scripts written out end to end — for reading, printing, or saving.
More free tools from Optimum
→Insurance Product WizardEnter age and conditions — see which IUL, term and final expense products a client can buy.
→Agent Planning ToolsIncome, activity, agency and commission calculators that pass numbers to each other.