Embedded Files
This documents the entire Commercial Insurance webform and hesitations that you may encounter.
INTRO
Hello (customer’s first name)?
Hi (customer’s first name), this is (your name) with Smart Financial on a recorded line. Regarding the insurance quote you requested. I just need to verify a few things you submitted. Please let me know if I need to make any corrections. Just to confirm, you are interested in getting a quote for commercial insurance, correct?
***Continue to verify the information needed on the quote form and ask the mandatory questions in order.
VERIFICATION
WEB FORM QUESTION
CUSTOMER HESITATION / NOTES
PRESCRIBED REBUTTAL
Just to confirm, you are interested in getting a quote for Commercial Insurance, correct?
SKIP THE NAME AND PHONE NUMBER
Update when necessary
It says here you entered 90210 for your ZIP code, correct?
Are you currently insured with an active policy?
Who is your current insurance company?
Why do you need to know my insurance company?
This is just to filter them out so we don't double quote you from them, okay?
What type of commercial policy are you looking for?
Commercial Auto, Commercial Property, General Liability Insurance, Business Owners or Workers Compensation
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