A Call Blitz is a half-day or full-day sales sprint designed to get your team laser-focused on one thing: booking appointments through high-volume outbound calls. With prep done in advance — target lists, scripts, and training — reps compete for hourly micro-prizes, and leaderboard position with a grand prize given at the end.
Call Blitz Prompt
Copy / Paste the Prompt below into ChatGPT, Gemini, Claude, or your favorite generative AI engine. Before you hit enter, change the placeholder [Replace this text] with one of the games in the Library below.
Prompt:
Create a 3-slide sales team presentation for the Call Blitz below. The tone should be energetic, professional, and motivational. All measurement and leaderboard activity must be tracked using WealthSmyth, and reps should be given clear instructions on how to log results correctly.
Options:
Product or Strategy Focus: [e.g., Indexed Universal Life (IUL), Final Expense, Retirement Rollovers]
Participants: [e.g. # New Reps, # Experienced Agents]
Objectives (Per Player): [e.g. Full Day is 100-150 Dials, 20-30 Live Connects, 3-5 Appointments Set]
Prizes: [e.g. # $10 gift cards given each hour, $100 grand prize]
Duration: [e.g. Half Day (3 hours), Full Day (6 hours)]
Schedule: [e.g. Tuesday, Wednesday, Thursday, or Saturday morning; Welcome + Kickoff at 830am; Sprint #1 starts at 9am; All sprints are 1 hour and 45 minutes with Prizes given at the end of each; Wrap Up at end]
Blitz Block (paste from library below):
[Replace this text]
Blitz Library
Here are a list of call blitzes you can use with the AI prompt above. Each entry includes:
What You're Offering
Opportunity Rating (Deal Size vs Volume)
Sales Plays (aka Client Scenarios)
Indexed Universal Life (IUL)
What You're Offering
Indexed Universal Life (IUL) is permanent life insurance that builds tax-deferred cash value and grows with the market (up to a cap, with no downside risk). It’s a flexible tool for building wealth, protecting family, and creating tax-free income in the future.
Opportunity Rating:
Deal Size: ★★★★☆
Volume Potential: ★★☆☆☆
IUL policies offer high commission potential with a longer close cycle — ideal for financially savvy clients.
Sales Plays (Client Scenarios)
Million Dollar Baby
For young parents and grandparents, this scenario positions IUL as a tax-free way to fund a child’s future — a more flexible alternative to 529 college savings plans that can be used for life milestones like weddings, first homes.Family Banking
For professionals and business owners, this scenario shows how to use IUL as a personal finance tool — a tax-smart alternative to loans or HELOCs that offers liquidity with growth tied to the market.
Fixed Indexed Annuity (FIA)
What You’re Offering:
Fixed Indexed Annuities (FIAs) are retirement income solutions that offer principal protection, growth potential tied to the market (without the downside), and the option for guaranteed lifetime income. They’re ideal for clients who want to protect their nest egg and never run out of money — no matter what happens in the market.
Opportunity Rating:
Deal Size: ★★★★★
Volume Potential: ★☆☆☆☆
FIA deals tend to be large and life-changing for clients, but volume is low due to the longer decision cycle and asset transfer requirements.
Sales Plays (Client Scenarios)
Market Shield
For near-retirees (ages 55–70) who’ve done a great job saving but are nervous about losing gains, FIAs offer market-linked growth with no risk of loss — a smart alternative to rolling 401(k) funds into and IR or mutual fund.Pension-like Income
For clients without pensions or with small Social Security checks, FIAs can create a personal pension that pays guaranteed income for life — a better option than drawing unpredictably from a market-based account.Smart CD Alternative
For conservative savers (ages 60+) with large cash or CD balances earning low interest, FIAs offer principal protection with higher upside potential — plus tax deferral and optional income benefits.
Final Expense
What You’re Offering:
Final Expense insurance is a simple, affordable form of permanent life insurance designed to cover burial costs, medical bills, and other end-of-life expenses. It’s ideal for clients who want to protect their loved ones from financial stress and leave a lasting act of love — often with no medical exam and quick approval.
Opportunity Rating:
Deal Size: ★☆☆☆☆
Volume Potential: ★★★★★
Final Expense sales are high-volume with quick closes, ideal for newer reps or fast-moving client lists.
Conversation Tracks
Peace of Mind Plan
For seniors ages 55–80 who want to make sure their family isn’t left with funeral bills or debt, Final Expense offers a simple, affordable way to leave things taken care of — often for less than $2 a day.No-Exam Option
For clients with health conditions or previous declines, Final Expense offers guaranteed or simplified issue policies that require no medical exams and fast underwriting — a compassionate solution when others say no.
Cash Value Life Insurance (Permanent)
What You’re Offering:
Cash Value Life Insurance offers permanent coverage with a built-in savings component that grows over time. Clients can access funds while living, protect their family, and create long-term financial flexibility — all in a single plan that never expires as long as premiums are paid.
Opportunity Rating:
Deal Size: ★★★☆☆
Volume Potential: ★★★☆☆
These policies balance solid commission potential with a moderate close cycle — ideal for middle-income families looking for protection with added value.
Conversation Tracks
Safe Money & Tax Free Access
For savers and mid-career professionals, cash value life insurance offers steady, tax-deferred growth and the ability to access funds tax-free — making it a smarter place for emergency savings or long-term wealth.Permanent Protection
For clients nearing retirement who want to lock in lifetime coverage, these policies offer guaranteed death benefits and growing value — a strong choice when term coverage is ending or becoming too expensive to renew.