Chapter Call Script
CPCU Students/Potential Candidate Members
Hello, my name is [Your Name], and I am a member of the [CPCU Society Chapter Name]. Do you have a few minutes to speak?
[If “NO” ask for a good time to call them back and schedule a follow up call]
[If “YES”]
Thanks, I appreciate your time. Please first let me congratulate you on beginning your journey towards a CPCU® designation!
[Wait for answer, and respond appropriately]
[First Name], I’m calling to discuss how you can become a candidate member of the CPCU Society and our local chapter. If you join the CPCU Society as a student, you will have an early opportunity find your path to success in theinsurance and risk management industry.
Are you familiar with professional benefits that our members can access?
[If “NO” or “UNSURE”]
OK, let me highlight a few for you. They include:
- Continuing education courses,
- Development of technical and leadership skills,
- Access to cutting-edge thought leadership,
- And when you join our local chapter you can:
- Networking with professionals in the [your region] area
- Take part in[name specific even or activity specific to your chapter]
For CPCU designees, these activities promote their lifelong learning and development, and that’s why the Society is home to thousands like myself!
[If “YES”]
I’m glad to hear you are familiar with the Society benefits! I’d like to highlight a few specific ones including:
- Continuing education courses,
- Development of technical and leadership skills,
- Access to cutting-edge thought leadership,
- And when you join our local chapter you can:
- Networking with professionals in the [your region] area
- Take part in [name specific even or activity specific to your chapter]
For CPCU designees, these activities promote their lifelong learning and development, and that’s why the Society is home to thousands like myself!
[First Name], if you have a couple more minutes, I’d also like to let you know that as a student you can start accessing these membership benefits right away.
[If they DON’T HAVE a have a few more minutes]
No problem! You can get all the information and join online at I appreciate your time, and hope you enjoy the rest of your day!
[If they HAVE a few more minutes]
Great! Here’s the deal:
Once you’ve passed two courses, you are eligible for candidate membership, which costs$100 plus half of local chapter dues.
Are you interested in jumpstarting your career by joining the Society?
[If “YES”]
I am glad to hear it! You can join today by going to or by calling Member Resources at (800) 932-2728, and selecting option 2. They will be able to answer any questions you may have and help facilitate payment of your dues.
I appreciate your time and look forward to seeing you at a chapter event!
[**END OF CALL**]
[If “NO” about joining altogether]
If you have time, would you mind sharing why you are not interested in joining?
[Wait for answer, take note, and respond appropriately]
I appreciate your feedback and will pass it along to our team. If you change your mind about membership, you can join at any time by going to the CPCU Society website at Thank you, and enjoy the rest of your day!
[**END OF CALL**]
Chapter Call Script: New Designees
Hello, my name is [Your Name], and I am a member of the [CPCU Society Chapter Name]. Do you have a few minutes to speak?
[If “NO” ask for a good time to call them back and schedule a follow up call]
[If “YES”]
Thanks, I appreciate your time. Please first let me congratulate you on earning your CPCU® designation this year!
[Wait for answer, and respond appropriately]
[First Name], I’m calling to discuss how you can now become a member of the CPCU Society and our local chapter. If you join the CPCU Society as a New Designee, you will have an early opportunity to take control of your career in the insurance and risk management industry.
Are you familiar with professional benefits that our members can access?
[If “NO” or “UNSURE”]
OK, let me highlight a few for you. They include:
- Continuing education courses,
- Development of technical and leadership skills,
- Access to cutting-edge thought leadership,
- And when you join our local chapter you can:
- Networking with professionals in the [your region] area
- Take part in [name specific even or activity specific to your chapter]
For CPCU designees, these activities promote their lifelong learning and development, and that’s why the Society is home to thousands like myself!
[If “YES”]
I’m glad to hear you are familiar with the Society benefits! I’d like to highlight a few specific ones including:
- Continuing education courses,
- Development of technical and leadership skills,
- Access to cutting-edge thought leadership,
- And when you join our local chapter you can:
- Networking with professionals in the [your region] area
- Take part in [name specific even or activity specific to your chapter]
For CPCU designees, these activities promote their lifelong learning and development, and that’s why the Society is home to thousands like myself!
[First Name], if you have a couple more minutes, I’d also like to let you know that you can start accessing these membership benefits right away.
[If they DON’T HAVE a have a few more minutes]
No problem! You can get all the information and join online at I appreciate your time, and hope you enjoy the rest of your day!
[If they HAVE a few more minutes]
Great! Here’s the deal:
As a New Designee you are eligible to receive the first year of membership for $100 plus half local chapter dues.
Are you interested in jumpstarting your career by joining the Society?
[If “YES”]
I am glad to hear it! You can join today by going to by calling Member Resources at (800) 932-2728, and selecting option 2. They will be able to answer any questions you may have and help facilitate payment of your dues.
I appreciate your time and look forward to seeing you at a chapter event!
[**END OF CALL**]
[If “NO”]
If you have time, would you mind sharing why you are not interested in joining?
[Wait for answer, take note, and respond appropriately]
I appreciate your feedback and will pass it along to our team. If you change your mind about membership, you can join at any time by going to the CPCU Society website at Thank you, and enjoy the rest of your day!
[**END OF CALL**]
Chapter Call Script: Retired Membership
Hello, my name is [Your Name], and I am a member of the [CPCU Society Chapter Name]. Do you have a few minutes to speak?
[If “NO” ask for a good time to call them back and schedule a follow up call]
[If “YES”]
Thanks, I appreciate your time. First, please let me thank you for the many contributions you have made to the industry as a CPCU® designee.
[Wait for answer, and respond appropriately]
[First Name], I’m calling to let you know about the membership options available to retired CPCUs, so that you can plan for ongoing engagement as a member. By continuing to share your knowledge and insights with the Society’s community, you can help build a bridge to the future of the industry and create a rewarding experience for yourself and fellow members.
Are you familiar with the benefits that come with retiree membership options?
[If “NO” or “UNSURE”]
OK, let me highlight a few for you. They include:
- Contributing to thought-leadership projects
- Becoming a mentor
- Teaching technical skills
- And through our local chapter you can:
- Network with professionals in the [your region] area
- Take part in [name specific even or activity specific to your chapter]
Your participation in these activities will promote the lifelong learning and development of yourself and the thousands of other CPCU designees that call the Society their professional home.
[If “YES”]
I’m glad to hear you are familiar with the Society benefits! I’d like to highlight a few specific ones including:
- Contributing to thought-leadership projects
- Becoming a mentor
- Teaching technical skills
- And through our local chapter you can:
- Network with professionals in the [your region] area
- Take part in [name specific even or activity specific to your chapter]
As a member you can enable lifelong learning and development for yourself and the thousands of other CPCU designees that call the Society their professional home.
[First Name], If you have a couple more minutes, I would like to explain the qualifications and special pricing for the retiree membership options should you be interested now or in the future.
[If they DON’T HAVE a have a few more minutes]
No problem! You can get all the information and apply online for either of the retiree membership options at I appreciate your time, and hope you enjoy the rest of your day!
[If they HAVE a few more minutes]
Great! Here’s the deal:
If you are 62 years or older and retired from full-time active employment, you qualify for the regular retired membership. Through this option your Society dues will be reduced by half, and chapter dues are [chapter dues pricing].
To be eligible for our lifetime membership option, you must qualify for the regular retired membership and have been a Society member for 15 consecutive years. This option involves a one-time payment of 300% of your Society dues (or $600) for a lifetime of membership. Your chapter dues are [chapter dues pricing].
Do you have an interest in either of these retiree membership options?
[If “YES”]
I am glad to hear it! You can apply online at or by calling Member Resources at (800) 932-2728, and selecting option 2. They will be able to answer any questions you may have and help facilitate switching your membership.
I appreciate your time and look forward to seeing you at a chapter event!
[**END OF CALL**]
[If “NO”]
If you have time, would you mind sharing why you are not interested?
[Wait for answer, take note, and respond appropriately]
I appreciate your feedback and will pass it along to our team. If you change your mind, you can apply online at the CPCU Society’s website at any time. Thank you, and enjoy the rest of your day!
[**END OF CALL**]
Chapter Call Script: Voicemail for All Scripts
Hi [First Name], my name is [Your Name], and I am a member of the [CPCU Society Chapter Name]. I would like to speak with you about membership options and benefits available to you through the CPCU Society, so I will try back within the next few days. If you would like to contact the Society directly, please call our Member Resources Department at (800) 932-2728, option 2. Thank you, and have a great day!
[**END OF CALL**]
720 Providence Road, Suite 100 | Malvern, PA 19355
(800) 932-CPCU (2728) |