Auto Insurance

AUTO INSURANCE CALL FLOW:

• Opening Spiel

• Consent 1 (Determine Lead Interest)

• Information Gathering

• TCPA Consent

Opening Spiel & Consent 1- Auto Insurance

VERBATIM TEAM!!!

Hello? (If the person on the line is silent… then go to pitch after they respond to you.)

Hi! This is______ , with ___Auto Insurance Solutions_________ and the reason I’m calling is that Auto and Home insurance rates have dropped. If we could save you up to 30% would you consider switching?

(MUST BE YES TO PROCEED)

If customer doesn't have a vehicle then we can proceed to HOME INSURANCE SCRIPT

NOTE: Avoid adding and cutting the script..

Ex:

1. If we coud save you up to 30% would you “possibly think about it?”

2. If we could save you up to 30% would you “think about it?”

3. If we could save you up to 30% would you “possibly consider it as an option?”

4. If we could save up to 30% you “might think about it right ?”

INFORMATION GATHERING:

1. Best callback number

• "Is this the best phone number you would like to be called back on, from one of our insurance specialists?"

2. Customer Full Name

• The call agents are not allowed to proactively read out the customer name on file, and must ask the lead instead, also, customer name must be spelled out by the agent or the lead.

" For voice verification please state your first and last name."

(If the lead does not want to give or spell out his full name then the agent must let go of the customer, otherwise, lead will be invalidated. )

3. Vehicle Information:

• "How Many Vehicles do you have in total"

• Can I please have the primary car? The year, the make and the model.

• Okay, Can I have a secondary car? The year, the make and the model.

(THE CALL AGENT CAN NOTATE 1 VEHICLE INFORMATION, EVEN IF THE CUSTOMER HAS SEVERAL CARS.)

(If the lead is in a hurry, the agent must make sure to verify the vehicle make & agent can just randomise the model.)

4. CURRENTLY INSURED -

• Are you currently insured ?

5. IF YES, "what is the current carrier"?

6. ALWAYS ask the ZIP CODE

• If the lead will give out a different zip code from what we have on file, they must not forget to ask for the entire physical address of the lead and update it in the dialer.

• IF THE PHYSICAL ADDRESS ON FILE IS INVALID OR BLANK, THE CALL AGENT MUST ASK FOR THE CUSTOMER FULL ADDRESS, HOWEVER, IF THE CUSTOMER DOES NOT WANT TO GIVE OUT PHYSICAL ADDRESS INFORMATION, THE CALL AGENT MUST AT LEAST GET CUSTOMER ZIP CODE & QA TAGGING WILL BE PD If the customer does want to give out physical address information the lead will be Rejected

• "What is your current zip code?"

7. Date of Birth -

• Agents must ask the leads DOB at least once. " What is your date

• Randomize or leave what's on the dialer

Anything less than 18 and more than 85 years old will be Automatically Rejected.

( If the agent attempts but the customer refused to answer or is unable to provide the info, the agent can randomize the information. )

. RENT OR OWN -

• Do you rent or own your home?(If the lead answers “Renting” please make sure to change the info in this field

10. MARITAL STATUS -

• Are you Married?

11. SPOUSE INFORMATION:

• Can I have the First and Last Name of your spouse, please?

• May I have the Birth Year of your spouse?

TCPA:

By submitting your information You agree to Receive communication, VIA Auto Dial, Live Calls, Emails & Text from our license agents on the number provided, even if your number is on State or federal do not call list. If you agree PLEASE SAY YES.

Please be advised that Someone will call you within 24 hours.

(Must be a Clear YES) Great!