Calls to Make

Call each of these quotes from yesterday.
See what our best offer was, and again offer that to them over the phone.
The Idea is not just to give out "Quotes" but to Sell Insurance!
If the person is not at home:

1. Leave a message that is clear, and has our phone number stated twice.
2. Give the person a reason to call us back by saying something like, “This is Your Name, I’m calling you back about you’re the car they want insured. I can get your insurance started for just Our best down payment. Call me I might have a way to get an even lower rate”.

If you can speak to them:

1. Make sure you give our best offer.
2. Ask for the sale!!! Start taking the app., don’t wait for them to ask you. You ask them “Do you want to start this with a credit card, debit card or a check?”
3. If you find them at all interested, but they do not jump to start the coverage, try to transfer the call to Larry or Judy. Tell them “ let me transfer you to my manager, to see if there is any better offer they can make to you”
If you can’t start the policy but get a “promise to pay” then mark that on the face sheet along with the follow up date, and then put that in with the Follow-ups. If you cannot get the order started or a promise to start, and we have spoken to or left messages twice, then toss it out.