Hi John! (Please don't state your name) I'm with Farmers Insurance.

I have called to
provide you with an updated quote for your home and auto insurance. We have lowered
down our rates at about 20% to 30% and we just want to show you how we can help you
save more on your personal insurance. Pause for a second or two.
We have been helping a lot of individuals save about a thousand to $2000 a year on their
home and auto insurance. Let me just verify few basic information to make sure that we will
be giving you an accurate quote.
1. Make sure that you are talking to the correct person, check the name on the
dialer. This is John Smith that I am speaking with, right?)

2. Verify home address (Your home address is (verify the address that you
see on the dialer). I believe you are the owner of the house, is that
right?) If they have a new address, ask for it. If you see a PO BOX
address, ask for the physical address.

3. Ask if they have Farmers, if not with Farmers then ask for the current
insurance provider for home and auto. (I understand that you are not
with Farmers for your home and auto insurance, right? If confirmed not
with Farmers, you may ask “which insurance provider do you have for
your auto and how about for your home?)

4. Ask for the current premium (How much are you paying for your home
insurance? How about for your auto insurance? You can just give an
estimate amount if you do not know the exact figure) Tell them you
need this to see if we are at the ballpark.

5. Ask for the age of the roof on the house, not the age of the house. We need
the age of the roof (What is the age of the roof on the house?)

6. Ask for the year make and model of the vehicles, should be complete (May
I know the year make and model of your vehicles/cars?)

7. Ask for the date of birth (What is your date of birth? We need this for the
accuracy of the quote and also to make sure that the quote will be
ready for you when the licensed agent calls you back)

8. Name of the drivers (How many drivers are there on the policy? May I
know their names please? And their date of birth please.

9. Ask for the occupation (For additional discount purposes, may I

know your occupation please?)

10. Email address (Your email address please?) In case the agent will not be
able to get a hold of you by phone, they can send you an email.

11. Set the appointment (Will you be available tomorrow to have one of our
licensed agents discuss the quote with you? This will only take about
3-4minutes. What time will you be available? Would you like it in the
morning or in the afternoon?) We set the appointments from 9am-6pm
their time.

12. Ask the qualifying question (I understand that you agree to receive a call
from one of our licensed agents to discuss the quote with you. Is that
correct? The answer should be a strong YES!
Things to remember:
You can set the appointments from Monday to Friday from 9:00-6:00pm their

time. Every time you get an appointment, you need to send it to the group chat

and send it to laricaindiongcocastaneda@gmail.com. Subject line should be

Name of the campaign – Date and time of the appointment – Name of the

prospect. For example; TX high S – Monday 5/18 at 10am or anytime in the

morning – John Smith.

Body of
email Name:
Address:
Phone:
Email:
Age of the roof:
Number of Cars:
Year, Make and Model of the
Cars: Drivers on the Policy:
DOB for all the
drivers:
Occupation:

Provider:
Premium:
Date and Time of Appointment:
Rebuttals:
If not interested
“I understand that you're happy with what you have now. We are not asking for you to
change right away, we just want you to have some options so you can also compare the
current rates that you have now. It would not hurt you if you will let us run a quote for you.
We just want to take the opportunity to help you save some money. It will only take about 3
minutes to gather all the information we need.” Then start verifying the information.

Where did you get my number?

“Most of the people that we call are those who have requested for a quote in the past. I
don’t know if you did or someone did it for you.” Then start verifying the information.
Where are you located?
“We are in the same area and I am from the marketing department and a local Farmers
agent will call you to discuss the quote with you.” Then start verifying the information.
Can you send it through my email/mail?
“We would love to do that for you but we need to gather few pieces of information to make
sure that we can provide you an accurate quote. It will only take 3 to 4 minutes if we will
be calling you for a quote.” Then start verifying the information.
We just switched insurance recently
“I understand. We just want to give you an option so you can see how much we can help
you save for your home and auto. We can help you get a refund from your current provider
if you decided to switch.”” Then start verifying the information.
If the person is in a hurry
“I'm sorry if I caught you at a bad time. I just need 2-3 minutes now then we will just call
you back with the quote. Let me start with your home address.” Then start verifying the
information.
If the person is interested but he/she has no time to talk
You may say – “John, we would love to talk to you about a quote. What time will you be
available today? So we can gather few pieces of information and we can run an actual
quote for you.”
If the person doesn't own a home or renting an apartment, move to another call.
Say thank you and hung up.
If the person is already with Farmers, Foremost or 21st Century ask for an apology
and move to another call.
If the person said yes to an appointment but did not verify home address, did not
specify appointment time and date, did not confirm that he is not with Farmers,
consider that as your call back not an appointment.
If the person is on the DO NOT Call list, ask for an apology and give him the
assurance that his number will be removed from the list.
This is how the dialer looks like:

You would see the first and last name, the phone number and the address.
The Disposition tabs are the ones on the very left side that has to be click
twice. The name of the campaign for this lead is Agent 8 CA.
Always check the City and State that you are calling to make sure that you give them
your correct location when asked.
This is where you would dial the number if you need to dial a number manually