Global Courant
If you need to generate leads from people interested in updated auto insurance rates, here’s a script that works great. All verification questions are asked first to build trust with the prospect before asking for new information. Don’t overthink your lead generation campaign, often the simplest processes yield the best results. Start with a short greeting and explain the reason for the call within the first 30 seconds or you risk losing the prospect’s attention. Verify first, then ask for new information. Use verification questions to build rapport with prospects before asking for new information. For example, “I’ll show you your address if…”, versus “How much is your monthly car insurance right now?”
Write down rebuttals that the telemarketer may need to address common objections. Think of these as opportunities to provide more information and steer the conversation back to lead generation. Generating interest and doing some basic verification work should be the primary goal of any conversation. Don’t make the mistake of cramming too much into each conversation.
“Hello, may I speak to __________? Hi _________, this is AGENT NAME, I’m calling from XXX auto insurance, I’m just calling to verify your information so we can provide you with updated auto insurance quotes, I’ll show your name as NAME and your address as ADDRESS in CITY, STATE, and zip code is ZIP CODE I also have your email address as EMAIL ADDRESS, is this correct?
Thank you, and what is your marital status? (single or married).
Are there any additional drivers we should include? (if yes, name, date of birth).
We understand that people’s vehicles change often, so which vehicle do you currently insure? I just need the year, make and model.
Are there any other vehicles? (if necessary the year, make and model).
Are you currently a home owner? (own/rental)
And who is your current car insurance policy?
Thanks, and finally I have listed your date of birth as/what is your date of birth? (if not mentioned in contact details)
To make sure we can save you the most money, we’ll have a local insurance agent contact you so you get the best rate and coverage possible. Thank you for your time and have a nice day.”
Side note: This script works great with a web-based lead form. You can quickly create a form that follows this format in Google Docs and deliver the results to an online spreadsheet that updates in real time.
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