Applied Resource Insurance Solutions

Goal of Project: To set a face to face meeting.

Second Goal: Client needs an email address and contact name
for EVERY SINGLE CALL MADE. If you reach a receptionist, on
EVERY CALL you should ask if you can get an email address to
send over some information for them to review. THIS IS VERY
IMPORTANT- we want to see lots and lots of email addresses in
the database. Make sure you are updating the primary contact
information with their email and requesting an email on EVERY
SINGLE CALL. This is one of the primary goals of this project.

Hello this is _______ From Applied Resource Insurance Solutions. Can you please connect me
with the person who makes decisions on your business insurances?
Get connected with decision maker.
Hi_______________ this is ______________ calling from Applied Resource Insurance Solutions
here in Valencia. It looks like your company has a Workers Comp Policy that is up for renewal
soon. We are almost always able to save people money on their commercial insurance .We are
a local insurance brokerage firm working directly with California businesses offering assistance
with property and casualty, employee benefits, life, and retirement insurance.
Have you ever heard of us before?
(get them engaged) yes/no
I wanted to touch base and introduce you to our company.
We’d love the opportunity to quote you on your insurance. What really sets our company apart
is our commitment to the belief that knowledge is the best insurance. By acting not only as your
insurance broker, but also as an educator, we help you achieve a more efficient level of
administration so that you can focus on other important objectives.
Will you be in the office next week?
Would it be OK if our agent stops by to introduce themselves and what we offer?
If yes would ______________ at 2pm work for you?
If they say no OR yes, ask them these questions.
Ok, great- I just have a couple of quick questions about your business.
1.How many employees do you have?
2.Do you offer your employees benefits?
3.When is your renewal date for Worker’s Compensation?
If they say not interested say: I understand you are not interested at this time, can I get your
email address so that we can send over some information about our company for you to keep
on file? VERY IMPORTANT TO ASK THIS AND GET EMAIL ADDRESS. UPDATE IN PRIMARY
CONTACTS SECTION OF DATABASE.
If they are scheduling a meeting, make sure you get their name, email address (and load into
the primary contacts not the notes) and confirm their physical address for the meeting.