Monday, November 23, 2009

Follow Up of Quotes

How do we handle follow up of quotes, What to do- how to separate them.

Follow Up =

This should be the biggest group.
If we called and the person told us to call them back.
If we called and the person told us they would call us back.
If we called and left a message, we will call one more time.

Promise to Start=

If a person tells us that they want to start the insurance, but not at that very moment, They tell us they will call us right back,
If they tell us they will call later that day.
If the person tells us they will call back the following day.
If the person tells us they will start in a few days, mark to keep that quote till that time, We need to follow up on these.

Credit = When asking for a credit, Send email, but Do NOT send by post.
If a person phone number is disconnected.
If they did not give us an address.
If the info is clearly silly and or fake.
If their email is Fake, or bounces.
If they tell us they never asked for a quote.
If their mail comes back.

Future=

If a person tells us their insurance expires in more than
30 days but less than 5 months.
If the quote lead tells us their insurance expires in more
than 30 days but less than 5 months. Then we put it into be filed in the month their policy expires.

Toss =

If the person told us “They bought elsewhere.
If the person told us “Not to call them again.

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