Monday, November 23, 2009

Rechecking Web Quotes

We get more than 90 web quotes per day; these cost us thousands of dollars per month. It is for this reason that we need to provide the most competitive quote possible. The information coming in on the web quotes are often incomplete or inaccurate; so we are going to work out a present quotes based on providing the lowest possible price.

Only a small percentage of the people will actually start the insurance, at the time the customer states that they want to buy the policy we need to take the complete application. This will involve checking back to confirm that the info used and assumptions made, were in fact correct.

If at the time you take the application you find the rate is going to be more than $25 higher than what we quoted, you need to show that order to Larry before you order the coverage. If I am not here, show it to Jerry or Sharon.
It might be necessary to switch the carrier and or to “Resell” the policy to reflect the actual cost of the policy.

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