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Auto Script UPDATED

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67 views

Auto Script UPDATED

Uploaded by

pjohnmichille
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Auto script

Hi, is this mr./Ms. _____? Hi, This is ______, I am calling you from Health IQ’s Auto
Insurance team on a recorded line. We received your request for an auto quote and I just
need to confirm a few quick details.

1. Can you confirm that you are 55 years old or older?


If Yes: Continue
If No: “Thank you for your interest. At this time we specialize in auto insurance for
those 55 years of age and over. Can we contact you in the future?”
2. “In order for me to get you to the right agent can you please confirm what state you are
in?”
a. If NY → “New York Law requires us to let you know you have the option to be added to
our Do Not Call List at any time. But, if you do, we won’t be able to contact you about
the auto insurance you’re interested in.”

TRANSFER:
“Great, that’s all I need, I am getting one of our licensed agents on the line now to make sure
you get the savings we negotiated with top carriers. Our SharpSenior Savings discount could
save customers up to $580 a year.”

> Hold time:


“While we wait for your agent:
1. In case we get disconnected I want to confirm that this number here is the best one to
call you back? I have ###-###-####"
2. Can you please confirm your email address?”

> if longer wait time: (Always get back to the cx every minute & be transparent w/ them as
to what you're currently doing)
“If you want, you can put your phone on speaker and I’ll just call you when your agent joins us.”

Once agent is on the phone, introduce the client to the agent:


”Mr./Mrs. _____, your agent _______ just joined the line and they’ll take great care of you from
here,”

Once the agent Joins the call, before hanging up:


”Thank You”
Leave Conference - Select Disposition
SUGGESTED REBUTTAL CHEAT SHEET:

https://docs.google.com/presentation/d/1N_vT8uFU4toVV1yDYGaIXkVNAHRVdvo-
ZTwiSo76ANA/edit?ts=5f92143d#slide=id.ga1cdf12ff9_0_14

COMMON OBJECTIONS:

● “I did not request auto insurance:”


"We did get a request from (client’s name). Is it possible someone else requested rates
for you? We work with many carriers and would love to provide you some rates today
and see if we can save you some money.”
○ If After overturning client still does not want to talk to an agent:
"Would you want us to follow up with you in a few months?"
If Client still states they did not request it/ they are not interested or says
no to previous question: DNC Client (advise client we will add him to our
Do Not Call List since they did not remember putting it a request so they
don’t get any more calls from us)

● What is the sharp senior discount?


○ https://docs.google.com/document/d/14FBZWWVcPWvcfdfhsEtfumO2mpq_f-
VeUQe-xIM25Rc/edit

● “Where did you get my information?”


You filled out an inquiry online a while back and we are going to help you get the policy
set up.
○ If After overturning client still does not want to talk to an agent:
Would you want us to follow up with you in a few months?"
If Client still states they did not request it/ they are not interested or says
no to previous question: DNC Client (advise client we will add him to our
Do Not Call List since they did not remember putting it a request so they
don’t get any more calls from us)

● “I don’t have time right now”


○ Our call with the licensed agent is super quick only 10 to 15 mins. Would that be
okay?
● “Calling too much (upset customer)”
“I apologize for the inconvenience, Mr. Customer, this is the first time I’ve called today, it
is possible that other companies are also reaching out to you!“
(resume to the script as to where you left off)

● “I went with another company:”


“Congratulations on securing a policy. We have the lowest rates in the country for many
clients. Let’s make sure you are not overpaying for your policy. Hang on while I connect
you to an agent.” (resume to the script as to where you left off)
● “Who are you? (They want more info, not just company name)”
“Health IQ, We are an Auto Insurance Broker. We shop major insurance companies to
provide you with the competitive rates you deserve!” (resume to the script as to where
you left off)

● What Type of product is this?


“Automobile insurance”

● “Why do I need a checking account or a Credit Card?”


“All our carriers require the first payment with any of these forms of payment”

● “I have a bank account but there is no money in it until the ## of the month!”
“That’s no problem! Here's what I can do for you, I'd be glad to bring in one of my
licensed agents on the line to give you a quote... Once you're good with the rates, you
can discuss with them as to when you're comfortable for the payment to be taken out of
your bank act. How does that sound to you?”

● “I’m no longer interested”


“WHAT MAKES YOU NOT INTERESTED, IF I MAY ASK?” (refer to the SUGGESTED
REBUTTAL SHEET for customer’s response)

“Did you already purchase a policy?”


● Yes: “We have the lowest rates in the country for many clients. Let’s make sure
you are not overpaying for your policy. Hang on while I connect you to an agent.”
● No: “Our process is simple and we have helped thousands of people get great
car insurance. Hang on while I connect you to an agent to discuss options.”

● “I've gone through the process of comparing rates with you but your prices are way too
high!”
“I'm sorry about that, we expanded our product line and we now have a lot of different
options based on your budget and need. Hang on while I connect you to an agent to
discuss options.”

● “What is the sharp senior discount?”


“Get from Raj Vavilala.”

● “What insurance companies/carriers do you work with”


○ AAA, Progressive,
"I don’t have a car"
1.You submitted a lead requesting auto insurance rates, what kind of insurance are you
looking for?
2.Are you planning on buying or leasing one soon
3.Do you have a motorcycle, truck or an RV"
Possible questions to test:
1.

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