Review

Review Process

Name *

First

Last

Policy Number *

Renewal Date *

Script:
Hey, is this Mr/Mrs _______ ? Hey, this is _______ from your Allstate Insurance Agency. I'm calling because your ______ insurance is coming up for renewal on _______? We would like to set up a time to do a policy review. What a policy review consists of is doing a thorough review of your policy to make sure you are getting all possible discounts and there are no coverage gaps you are unaware of. We prefer for you to come in and us do these in person, but we have also started doing them via web conference. It shouldn't take more than 20-30 minutes.

Which would be better for you? To come in or set up a Web Conference? *

Come In Web Conference Not Interested

Great, What day of the week would work best for you? *

Morning, Afternoon, or Evening? Roughly What time would be best for you? *

If Not Interested, Why Not? *

Ok. Great. I'm going pass this info to my supervisor Wendy. She will call you tomorrow. She will check our agents calender, schedule your appointment, and call you to confirm.

What would be the best number for Wendy to reach you at tomorrow during the day? *

There are a few other things real quick while I have you on the phone. First, Can I make sure all the contact info we have for you is correct?

Add Cell Number *

Add Work Number *

Add/Replace Email Address *

IF WE HAVE EMAIL --- Lastly, Would you do us a favor. This year Allstate will send an email survey asking customers to evaluate our Agency's services, If you recieve this survey, would you please take a few minutes to complete it for us?

Thank for business and complete call.

Comments *

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