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Auto Insurance Live Transfer Script

This document contains a script for a live transfer call regarding auto insurance. The caller identifies themselves as an agent from an insurance quote service. They ask to transfer the call to an auto insurance specialist who can provide a quote within 10 minutes. Before transferring, the specialist must ask eligibility questions like the caller's current insurance status, driving history, and get consent to transfer the call.

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7K views1 page

Auto Insurance Live Transfer Script

This document contains a script for a live transfer call regarding auto insurance. The caller identifies themselves as an agent from an insurance quote service. They ask to transfer the call to an auto insurance specialist who can provide a quote within 10 minutes. Before transferring, the specialist must ask eligibility questions like the caller's current insurance status, driving history, and get consent to transfer the call.

Uploaded by

vishwaparth
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
  • Transfer the Customer: Provides a scripted dialogue for transferring a customer to the relevant insurance specialist.
  • Eligibility Questions: Outlines a series of questions for assessing the eligibility of a new insurance quote.

AUTO INSURANCE LIVE TRANSFER SCRIPT

Hi this is JOE AGENT with a quick call from the INSURANCE QUOTE SERVICES.
This call is being recorded for quality assurance.

We were calling to let you know that we could help you get the best possible rates for your
AUTO INSURANCE. And you still drive the ADDRESS3 right? As you know, insurance rates do
change a lot. So I’d like to have our specialist come on the line and give you a hassle free
AUTO INSURANCE quote... OK?!! – Must be YES

Eligibility Questions: (must ask and fill in the form)


Are you currently insured? Yes | No
How long have you been continuously insured? Over 1 year | Under 1 Year
Who are you currently insured with? Select the Insurance Company
Do you have a DUI? Yes | No
How many Accidents have you claimed in the past 3 years? Select Value from Dropdown
How many tickets have you had in the past 3 years? Select Value from Dropdown

It looks like I do have an agent available now that will be able to provide you with your
hassle free quote.
Is it ok if I transfer you to the Auto Insurance Specialist? Yes | No (Must be Yes)

Transfer the Customer:


Great! I can transfer you now. The agent you will speak with is a licensed Auto Insurance
agent, and will be able to provide you with a quote within about 10 minutes or so. Can I
transfer you to the agent so they can provide you with the Auto INSURANCE quote?
Perfect! I will transfer you now. I won’t put you on hold, I will stay on the line with you. I will
enter a series of numbers when prompted, and then the specialist will be on the line with
you right after. I will get them on the line now ok? - Must be Yes

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