Doing Web Quotes from Internet leads

1. Each morning Sharon will pull these off the computer. If Sharon is away that day I will assign someone else to print them, and divide them up so we can have many people working on them at once.

2. You need to work out the best quote we have available to us. Remember to always quote “20/40/15” limits (if they later tell us they wanted a quote at higher limits we will happily requote them). Check to see if they want liability or full coverage. If you are not sure and it is an “Old” car, 10 years and older, assume that they want liability only. Then take our best rate and then multiply it by .95 (That will result in a 5% savings). Lower the down payment to 15% of a years premium or $30% of a 6 month. Always check to see if they have prior insurance. If they don’t have insurance, then we can’t give them the discount. If they have a policy that is currently running give them the “With Previous” discount. Mark on the front of the sheet the date their policy expires. They might be looking to switch now, but more likely they will want to start when their current coverage ends.

3. Then call them to try to sell insurance. Offer our best price. If they do not say “YES” then ask them what other rates they have gotten. Lets try to beat their best quote. COME TO ME IF YOU NEED TO LOWER THE PRICE EVEN LOWER TO BEAT A COMPETITORS PRICE.

4. After that we must Email and send a quote to each one who does not buy.

5. If they expire more that 30 days in the future, then FILE The QUOTE IN THE MONTH THAT THEY EXPIRE otherwise put them in the BROWN FOLDER.

6. Later in the day these will get a follow up call. This is important because most Emails are read at work, but most of the phone numbers are night time home numbers.

7. Teona will repeat this again in the afternoon,