Professional Documents
Culture Documents
INTRODUCTION
Hi! My name is Ray Garcia, I am calling you from "insurance Services". How you doing
today?
Customer replies: I am good etc
Great!
The reason for my call is to let you know that rates on AUTO INSURANCE have dropped
down by huge margin AS you Already have insurance on your car, right?
Customer replies: YES
So let’s say if we get you a better deal up to 30% cheaper than what you are paying right now
obviously you would consider switching if it’s a better deal for you right?
great, so to give you the quotes, tell me (see the questions part)
(CUSTOMER SHOULD SAY YES or any positive gesture. IF CUSTOMER SAYS YES, THEN
PROCEED TO THE INFORMATION GATHERING SECTION)
I am not asking you to make any changes right away on this call. What we will do
our insurance specialist will give you call back to let you know the rates. You can
look at the rates, make a comparison with your current plan, and if you see a
difference you can go ahead. Otherwise you can choose to stay the way you are so
like I ask you before
INFORMATION GATHERING
Just ask how old are you or in which year you born?
Okay perfect, that all I needed to confirm, SO (read the disclaimer mentioned
below)
TCPA CONSENT
Next we will get a rates specialist to call you back and discuss
your personalized savings is that ok
TCPA
Along with the auto quotes our home or rental ins agents are also going to call
you back and give you the new quotes ok?
Medical Insurance:
And one more thing if we are going to show you good plans for your medical
insurance as well would you think about it as well?
If yes
Questions:
1. How many people in your house hold?
2. What’s the name of your medical insurance company?
TCPA
Along with the auto and home quotes our medical insurance agents are also
going to call you back and give you the new quotes ok?
Closing:
● If “cx” says that “ He does not want to give you the zip code”.
That’s is fine just tell me your street address.
● If “cx” says that” He does not want to give you his DOB”.
That’s is fine you can just tell me your birth year.
● I don’t want a bunch of calls or “cx” asks how many agents are going to call
Minimum 2 and maximum 4 agents are going to call you back
● When will they call.?
Usually the agents call right away, but it can take up to a few hours.