AUTO UE

INTRO 1 (OUTBOUND)

Hello _________, my name is _______ I am calling on a recorded line, from Discount Insurance Quotes
with a follow-up call to your recent request for a free auto insurance quote. (Slight pause and
proceed)

My purpose is to verify by asking a few quick questions.  From there, I can connect you with a
licensed agent who specializes in possibly providing you info on a better rate or coverage, okay?

INTRO 2 (OUTBOUND)

Hello {{name}}, my name is _______ I am calling on a recorded line with Discount Insurance Quotes.
You previously submitted a quote for auto insurance, and I wanted to offer you options to possibly
lower your payment. Are you interested in saving money?

(If YES, proceed to form. If NO, refer to 2 rebuttals)

Great! My purpose is to verify your information by asking a few quick questions.  From there, I can
connect you with the right licensed agent to provide you the best possible quote.

INTRO 3 (INBOUND)

Thank you for calling Discount Insurance Quotes, This is _____ on a recorded line, can you hear me
okay?

Great, we were following up with you on your recent request for a free auto insurance quote. My
purpose is to verify by asking a few quick questions.  From there, I can connect you with a licensed
agent who specializes in possibly providing you info on a better rate or coverage, okay?

FORM

Do you have auto insurance for the vehicle you currently own?

(If NO vehicle should be DNQ - If no insurance but YES vehicle, proceed to transfer)

Great, have you had consistent coverage for the last year?

(No DNQ, log the response and proceed)

Do you have a DUI or an SR-22?

(No DNQ, log the response and proceed)20

Congratulations on being a safe driver! Also, thank you for sharing a little about yourself. I will now
connect you with a licensed agent to further assist you.

Just so that you are aware, the agent will require you to answer further questions to ensure that you
receive the best quote possible.

 I’m going to bring them on the line now and introduce you. Please hold for about 60 seconds while I
bring them on okay?.

Close - Warm Transfer

Warm Transfer All State:
I will now connect you with an All-State agent to further assist you. One moment, please
Carrier’s Rep Response: This is _______ from (Allstate) how can I help you?
Hello_______, I have ___________ on the line with us. ___________, can you hear us both? (Verify)
___________ would like info about the possibility of a better rate or coverage option, can you help them out?
_____< Consumer’s name >______, You’re in good hands with the agent, they’ll take really good care of you.
Have a great day!

Warm Transfer
Carrier’s Rep Response: This is _______ from ____ how can I help you?
Hello_______, I have ___________ on the line with us. ___________, can you hear us both? (Verify)
___________ would like info about the possibility of a better rate or coverage option, can you help them out?
Carrier’s Rep Response: “Definitely!”
_____< Consumer’s name >______, I hope you have a great day, and they’ll take really good care of you from
here.
Bye!

Warm Hand-Off Root Insurance

Thank you for sharing a little about yourself! I will now connect you with a licensed Root Insurance agent to further
assist you.
Just so that you are aware, the agent will require you to answer further questions to ensure that you receive the
best quote possible.
I’m going to bring them on the line now and introduce you. Please hold for about 60 seconds while I bring them on.

Carrier’s Rep Response: This is ___<Carrier’s Rep>____ from___how can I help you?
Hello___<Carrier’s Rep>____, I have _____<Consumer’s name>______ on the line with us.
_____<Consumer’s name>______, can you hear us both? (Verify)
_____<Consumer’s name>______ would like info about the possibility of a better rate or coverage
option, can you help them out?
Carrier’s Rep Response: “Definitely!”
_____< Consumer’s name >______, they’ll take really good care of you.
Have a great day!
Warm Hand-Off - 21st Century
Thank you for sharing a little about yourself! I will now connect you with a licensed agent to further
assist you.
Just so that you are aware, the agent will require you to answer further questions to ensure that you
receive the best quote possible.
I’m going to bring them on the line now and introduce you. Please hold for about 60 seconds while I
bring them on.
Carrier's Rep Response: This is ___<Carrier’s Rep>____ from___how can I help you?
Hello___<Carrier’s Rep>____, this is ____<insert name>____ from Discount Insurance Quotes. I have
_____<Consumer’s name>______ on the line with us, their phone number is ___<insert consumer
phone number>____. _____<Consumer’s name>______, can you hear us both? (Verify)
_____<Consumer’s name>______ would like info about the possibility of a better rate or coverage
option, can you help them out?
Carrier’s Rep Response: “Definitely!”
_____< Consumer’s name >______, they’ll take really good care of you.
Have a great day!

Cold Transfer

There is no Warm Transfer in this

section, it's a cold transfer. Just make sure the inbound rep answers and the lead is connected with inbound
Thank you for sharing a little about yourself! I will now connect you with a licensed agent to
further assist you.

When I connect you, it will only be you and the licensed agent on the line. Would you please
notify the licensed agent that you are looking for a free auto quote, Ok? (Confirm)

Also, the agent will require you to answer further questions to ensure that you receive the
best quote possible.

Please hold briefly while they are brought on the line.