Auto Ins.

Script
KEY is to never stop. Keep on talking

Can i speak with Jason Smith?

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
That’s great, like I told you rates are dropped down
OPT-IN (Consent 1)

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 it as an OPTION if it’s a better deal for you right?
Customer replies: Yeah/yes
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)
REBUTTAL IF CUSTOMER IS NOT INTERESTED
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
Trigger optin In case of rebuttal
if we are going to offer you something lower than what you are paying obviously you will consider it as an
OPTION if it’s a good deal right??
INFORMATION GATHERING
1: What is the year, make and model of your car?
2: The best number to reach you back is like (123-456-7898)
3: what is your zip code?
4: Can you please spell your first name and your last name?
5: What is your DOB?
If “cx” don’t provide his/her dob
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
Only positive responses will be accepted. Like
Yes, yeah, yup, ok, fine and alright.
If “cx” gives a natural response, ask “cx” is that okay?
CLOSING
One more thing when the agent will call you let him know that you signed up online to get the “best offers”
CX must listen to above statement if he/she hangs up in between then it would not be considered as a lead.
Cross Sell/up sell. Never forget to up sell the “cx”
Do you rent or own your home?
Home Insurance:
Along with the auto quotes if we are going to show you lower rate on your (home or rental) ins as well
would you think about it ?
If yes
Questions:
1. What type of home is this.? (Single family, Mobil home, town home)
2. What is the name of your insurance company?
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?
Health 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. Do you have any Health Insurance?
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:
Ok Sir/Ma’am do expect a call back. You have a good day.

Questions that could be asked by a customer.

● If “cx” asks why do you need my zip code?

We need your zip code to find a local agent as per your zip code

● If “cx” says that “He does not want to give you the zip code”.
That’s fine just telling me your street address.

● If “cx” ask you why do you need my DOB...?

We need your DOB to get you the accurate offer

● If “cx” says that” He does not want to give you his DOB”.
That’s fine you can just tell me your birth year.
● Call me back later or call me back tomorrow?
Someone is definitely going to call you back right after I process your information and if they catch
you at a bad time, you can schedule a call back with them.

● Can you Email Me?

Someone is definitely going to call you back right after I process your
Information just tells them you prefer Email.

● Why do you need this information?

To give you the quotes we need your accurate information.

● 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.

● Where are you calling me from or where are you located...?

I’m calling you from Texas, but we do have our licensed agent Nationwide.

● What is your company or who do you represent...?

My company is “Insurance Services”

● Where did you get this Number from?

You or someone from your family might have applied online a few months back that’s why we are
calling you back

 How much would you offer?

There is a possibility that we can beat your rates and we will offer you up to 30%

 How can you beat my Rates?

There is a possibility that we can beat your rates because we are working with top 25 insurance
companies
 If cx don’t have any insurance. We have to ask this
“So, if we could offer you up to 30% lesser compare to the current market price for your auto
insurance would you consider that as an OPTION?”
 If cx don’t have Vehicle, We have to Ask IF HE/SHE has any plan to buy Vehicle in next 15 days,
we have to get Vehicle information from cx if HE/SHE has any plans to buy Vehicle within 15
days, plus we will separately pitch the statement below.
“So, if we could offer you up to 30% lesser compare to the current market price for your auto
insurance would you consider that as an OPTION?”