Hi John!

(Please don't state your name) I'm with Farmers

Insurance. I have called to provide you with an updated quote for
your home and auto insurance. We have lowered down our rates at
about 20% to 30% and we just want to show you how we can help
you save more on your personal insurance. Pause for a second or
two.
We have been helping a lot of individuals save about a thousand to
$2000 a year on their home and auto insurance. Let me just verify few
basic information to make sure that we will be giving you an accurate
quote.
1. Make sure that you are talking to the correct person, check
the name on the dialer. (This is John Smith that I am
speaking with, right?)

2. Verify home address (Your home address is (verify

the address that you see on the dialer). I believe you
are the owner of the house, is that right?) If they have a
new address, ask for it. If you see a PO BOX address, ask
for the physical address.

3. Ask if they have Farmers, if not with Farmers then ask for
the current insurance provider for home and auto. (I
understand that you are not with Farmers for your
home and auto insurance, right? If confirmed not with
Farmers, you may ask “which insurance provider do you
have for your auto? how about for your home?)

4. ****Ask for the current premium (How much are you

paying for your home insurance? How about for your
auto insurance? You can just give an estimate amount
if you do not know the exact figure) Tell them you need
this to see if we are at the ballpark.

5. Ask for the age of the roof on the house, not the age of the
house. We need the age of the roof (What is the age of
the roof on the house? Or have you even replaced the
roof on the house?)
 6. Ask for the year make and model of the vehicles, should be
complete (May I know the year make and model of your
vehicles/cars?)

7. ****Ask for the date of birth (What is your date of birth?

We need this for the accuracy of the quote and also to
make sure that the quote will be ready for you when
the licensed agent calls you back)

8. Name of the drivers (How many drivers are there on the

policy? May I know their names please? Ask for the full
name of the other drivers and the prospect’s
relationship with them. Ask for their date of birth
please.

9. Ask for the occupation (For additional discount

purposes, may I know your occupation please?)

10. ****Email address (Your email address please?) In

case the agent will not be able to get a hold of you by
phone, they can send you an email.

11. Set the appointment (Will you be available tomorrow

to have one of our licensed agents discuss the quote
with you? This will only take about 3-4minutes. What
time will you be available? Would you like it in the
morning or in the afternoon?) We set the appointments
from 9am-6pm their time.

12. Ask the qualifying question (I understand that you

agree to receive a call from one of our licensed agents
to discuss the quote with you. Is that correct? The
answer should be a strong YES!

Things to remember:
You can set the appointments from Monday to Friday from

9:00-6:00pm their time. Every time you get an appointment,

you need to send it to the group chat and send it to

laricaindiongcocastaneda@gmail.com

Subject line should be Name of the campaign – Date and

time of the appointment – complete name of customer.

For example: TX high S – Monday 5/18 at 10am – John Smith.

FOR NOTEPAD/STICKY NOTES:

Campaign Name:
Phone#:
Cx Name:
Address:
Provider:
Premium Amount:
Age of the roof:
Number of Cars:
Year, Make and Model of the Cars:
Drivers on the Policy:
DOB for all the drivers:
Occupation:
Email:
Date and Time of Appointment:
Rebuttals:
If not interested
“I understand that you're happy with what you have now. We are not
asking for you to change right away, we just want you to have some
options so you can also compare the current rates that you have now. It
would not hurt you if you will let us run a quote for you. We just want to
take the opportunity to help you save some money. It will only take
about 3 minutes to gather all the information we need.” Then start
verifying the information.

Where did you get my number?

“Most of the people that we call are those who have requested for a
quote in the past. I don’t know if you did or someone did it for you.”
Then start verifying the information.
Where are you located?
“I’m calling from the same area and I am from the marketing
department and a local Farmers agent will call you to discuss the quote
with you.” Then start verifying the information.
Can you send it through my email/mail?
“We would love to do that for you but we need to gather few pieces of
information to make sure that we can provide you an accurate quote. It
will only take 3 to 4 minutes if we will be calling you for a quote.” Then
start verifying the information.
We just switched insurance recently
“I understand. We just want to give you an option so you can see how
much we can help you save for your home and auto. We can help you
get a refund from your current provider if you decided to switch.”” Then
start verifying the information.
If the person is in a hurry
“I'm sorry if I caught you at a bad time. I just need 2-3 minutes now
then we will just call you back with the quote. Let me start with your
home address.” Then start verifying the information. If the
person is interested but he/she has no time to talk
You may say – “John, we would love to talk to you about a quote. What
time will you be available today? So we can gather few pieces of
information and we can run an actual quote for you.”

***If it’s a wrong number –

‘’since I already have you on the phone, maybe we can give
you a quote for your home and auto insurance. Are you a
homeowner?’’
***If the person asked who is the licensed agent? –
‘’we work with multiple insurance agents, I cannot give you
a specific name. I will submit your information and we will assign
someone local to call and discuss the quote with you.’’
***If the person doesn't own a home or renting an apartment, move
to another call. Say thank you and hung up.
***If the person is already with Farmers, Foremost or 21st Century
ask for an apology and move to another call.
***If the person said yes to an appointment but did not verify home
address, did not specify appointment time and date, did not
confirm that he is not with Farmers, consider that as your call
back not an appointment.
***If the person is on the DO NOT Call list, ask for an apology
and give him the assurance that his number will be removed
from the list.

This is how the dialer looks like:

You would see the first and last name, the phone number and
the address. The Disposition tabs are the ones on the very left
side that has to be click twice. The name of the campaign for
this lead is Agent 8 CA.
Always check the City and State that you are calling to make sure that
you give them your correct location when asked.
This is where you would dial the number if you need to dial a number
manually