Resently Canceled Customers

We are changing the way we are going to handle those customers that have been recently canceled.

We have tried several different ways over the years, but we have found our strongest success comes from actually calling these people.

We do get a lot of “Old Customers” re starting their insurance, but the most likely are those that were recently canceled. I have found that often they will claim that they did not know their insurance stopped.

Call each one, if you cannot get them to make a payment over the phone, but they say they are "Interested" then send them a quote and put the QuotePro sheet in with "Follow-ups" as we would with any person that expressed interest in starting insurance.
If we can not reach them by phone but we do see they have an Email address then send them a quote by email..

The idea when making these calls is to stress the idea of a payment being necessary to “Get their insurance back in force.” I have found that saying “WE need to start a new policy for you,” is not as effective. People think they wasted the money they paid before. Yes we know it’s a new policy, but we are selling this as stopping them from driving without their insurance. Stress “Keep your coverage going” rather than Start over.

Night Answering Service / Call Transfer

How to Transfer our Calls to the Answering Service

As of September 16th, Urban Insurance Agency will be running spots on several different stations over the Comcast Cable system.

Since many of these adds will run at times we are not in the office I have set up an answering service company to make sure we do not loose possible sales.



When a person calls Urban after hours, they will get a recorded message that will say “Thank you for calling Urban Insurance. if you are a current customer please press #1 for Customer Service” “If you would like a quote on Car Insurance, please press #2 to speak to a representative.”



Those that press #1 will hear a message stating our hours and asking them to

call back during our Office Hours.



Those that press #2 will speak to a Live person who will ask them some basic questions to obtain the information we need to contact them the following morning to give them a quote.



1. Each night the last person to leave the office must FORWARD our calls to the Number provided to us by the Answering Service 866-645-8811

2. to forward our calls go to the phone on the front desk and press 72#, wait for a tone then enter 1-866-645-8811, this will forward all our calls to the Answering service.

3. Each morning when the first person arrives, go to that same phone and press 73#, this will STOP any calls going to the service.

4. To get the messages that we received that prior night, go to Leads@UrbanInsuranceAgency.com . These messages will be listed along with the leads we receive from QuoteScout or any other lead service.

5. These should be our FIRST Calls we Make each morning.