HOME and HEALTH ISURANCE

HOME INSURANCE CALL FLOW:

• Opening Spiel

• Consent 1 (Determine Lead Interest)

• Information Gathering

• TCPA Consent

Opening Spiel - Home Insurance (Upsell Required)

(Home/Renters Insurance)

You can save a lot of money on getting updated quotes in your Home Insurance/Renter Insurance. If we could get you a better deal than what you currently have, would you consider it as an option?

YES: Ok great, I'm just going to ask you a few really quick questions for your homeowner’s insurance quotes.

NO: That’s not a problem.

INFORMATION GATHERING:

1. What type of home is it? Is it an apartment/condo, manufactured, multi-family, single-family, or townhome?

2. Do you have home or renters insurance currently?

3. If YES, what is the current carrier?

(Medicare Insurance)

If we get you a better deal for Medicare insurance would you consider it as well?

If the lead says “Yes” (Any positive response will do)

(Opt in is only needed for Medicare)

Note: • Medicare Insurance: Over 65 years of age

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!