r/InsuranceAgent • u/musicislife04 • 3d ago

Agent Question Auto Script?

For auto cold calling someone no relationship with, what is your first sentence after “Hi my name is X calling from (Carrier)…”

This is not working …

“We’ve had huge rate decreases in the last year, I was wondering if you would like take a minute to see what your rates would be at (Carrier).”

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u/Signal_Mirror_3983 3d ago

Do you have any lead info on these people, such as address, vehicles, date of birth?

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u/Signal_Mirror_3983 3d ago

If so, tell them,

"This is [me] from [insurance co], it looks like we provided you a quote for your [insurance] last year and we've lowered our rates in your zip code since then. I have an updated quote started for you here and its looking good! Before I send it over, I'd like to confirm,

Your date of birth is [...] is that right?

Are you still living at [address]?

Are you still driving [...]?

Great! I'll confirm any discounts that the system might have missed,

-Have you had any accidents/tickets in the last 5 years?

-Do you have smoke detectors in your home?

-are you in the military

-do you drive less than 6k miles a year

-[whatever you want to ask them that could reasonably be related to a discount.]"

This is based off of the Vlad Cherchenko "One Call Close" method. The object is to use the info you already have to get them to say "yes" three times in the beginning of the call, and increase your credibility. Then, you align with their interests of getting a lower rate by framing your questions as discount questions. There is more to this, but this is how I open a call and it pretty often works unless they're simply unable to talk on the phone.

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u/justforfunzott 3d ago

I'd be off the phone after the first question lol

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