Cold Calling Scripts

Selling the Value Added Services

• Claims services

• Assistance with Audits

• Swift Certificates

• Renewal Team to Shop Your Insurance Proactively

Voicemail:

Hello, NAME I wanted to reach out to introduce myself. We have insured several people in your area and helped them save money and reduce hassle by getting them the best coverage for their needs.

I’m NAME from COMPANY and we specialize in insuring INDUSTRY. I know no one wants to deal with their insurance but we find the major pain points are Claims, Certificates, and or quite frankly agents who aren’t working for them like they used to. If any of that sounds familiar, we should talk. You can reach me at PHONE.

Live:

Hello, NAME I wanted to reach out to introduce myself. We have insured several people in your area and helped them save money and reduce hassle by getting them the best coverage for their needs.

I’m NAME from COMPANY and we specialize in insuring INDUSTRY. Tell me have you had any challenges with claims, or service in the last 3 years with your agency….

• Ask the lead in question

  • Claims: “What have you been seeing on your claims update reports from your agent?”

    • Get them to understand what they AREN’T Getting

  • Certificates: “How quickly do you normally get an insurance card after you request it?

    • Same day. I’m happy to hear that your agent is on top of their insurance cards, we get them done instantly so you can take it off your list of things to do.

    • 1+ Days. We have a dedicated team so generally we get insurance cards to you instantly.

  • Renewal Team: “When is the last time your agent shopped your insurance to ensure you are getting the most competitive rates?”

    • Within 2 years: That’s great, did you have to ask them to shop or did they do it proactively. We actually shop your insurance every year to make sure you are maximizing your investment.

    • 2+ years: Really? We are in a great market where rates are dropping. I can give you a no obligation competitive quote so you can ensure you are getting the best value.

Recapture Lost Client

• Live Call:

Hi NAME, I wanted to reach out and see how you were doing. I know you left us last year and I wanted to see if there was anything we could have done better, or anything we can do to earn your business back. We have been working hard to improve our customer service and would love to have you back as a client. We partnered up with new carriers and would love yo hae

• Voicemail:

Hi NAME, I wanted to reach out and see how you were doing. I know you left us last year and I wanted to see if there was anything we could have done better, or anything we can do to earn your business back. We have been working hard to improve our customer service and would love to have you back as a client. Please give me a call back at PHONE so we can discuss this further

Capture Unbound

• Live Call

Hi NAME,  I wanted to reach out and see how you were doing. I know you went with a different option last year, and with insurance rates increasing so much lately, I wanted to see if you'd be open to exploring potential savings. As an independent agent working with carriers like Progressive, Liberty Mutual, Travelers, Nationwide, and Plymouth Rock, we can shop your insurance to find a better option. Since we already have most of your information from last year, it would be a quick and easy process.

• Voicemail

Hi there, it's [Your Name] from [Your Agency] reaching out. I know you went with a different option last year, but with insurance rates going up so much, I wanted to see if you'd be open to exploring potential savings. As an independent agent, I work with multiple carriers and can shop around to find you a better rate.

Since we already have your information, it would be a quick and easy process. Give me a call back at [Your Number] if you're interested in seeing what we can do. Thanks.

Suggest Umbrella

• Voicemail:
  "Hi [Customer Name], this is [Your Name] from [Your Agency]. I'm calling to discuss an important coverage option that can provide you with additional protection. An umbrella policy can help safeguard your assets in case of a major claim. Please give me a call back at [Your Phone Number] to learn more."

• Live Answer:
  "Hi [Customer Name], this is [Your Name] from [Your Agency]. I'm calling to discuss an umbrella policy, which can provide you with an extra layer of protection beyond your current coverage. It's a cost-effective way to help protect your assets in case of a lawsuit or major claim. Would you be interested in learning more?"

Cross Sell

• Voicemail:
  "Hi [Customer Name], this is [Your Name] from [Your Agency]. I'm calling to discuss how we can help you save money on your insurance by bundling your policies. Please give me a call back at [Your Phone Number] to explore your options."

• Live Answer:
  "Hi [Customer Name], this is [Your Name] from [Your Agency]. I'm calling to discuss how we can help you save money on your insurance by bundling your policies. Since you're already a valued customer with our agency, you may be eligible for additional discounts by combining your home and auto insurance, or other policies. Would you be open to discussing this further?"

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