Shopping Product Reviews

Auto Insurance Master Script

If you need to generate leads from people interested in getting up to date car insurance rates, here is a script that works great. All verification questions are asked first to build trust with the prospect before requesting new information. Don’t overthink your lead generation campaign, often the simplest processes produce the best results. Start with a short greeting and explain the reason for the call within 30 seconds or you risk losing the potential customer’s attention. Check first, then request new information. Use verification questions to report to potential customers before requesting new information. For example, “I show your address as …” versus “how much is your monthly auto insurance policy right now?”

Write down any rebuttals the telemarketer may need to handle common objections. Think of them as opportunities to provide more information and to steer the conversation toward lead generation. Generating interest and doing simple verification work should be the main goal of every call. Don’t make the mistake of trying to include too much in each call.

“Hello, can I speak to __________? Hello, _________, I am the NAME OF THE AGENT, I am calling you from XXX car insurance, I am just calling to verify your information so that we can provide you with updated car insurance quotes, I show your name as NAME and your address as ADDRESS in CITY, STATE and ZIP code is ZIP CODE I also have your email as EMAIL ADDRESS, is that correct?

Thank you, and what is your marital status? (Single or married).

Are there additional drivers that we need to include? (if yes, write down 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 additional vehicles? (if necessary the year, make and model).

Do you currently own a home? (own / rent)

And who is your current car insurance company?

Thanks, and I finally have your date of birth listed as / what is your date of birth? (if not listed in the contact information)

To ensure that we can save you the most money, we will have a local insurance agent contact you so that you receive the best possible rate and coverage. Thanks for your time and have a great 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 it will deliver the results in an online spreadsheet that updates in real time.

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