The idea is to reach people around the time that they are going to be once again shopping for insurance.
We assume that if a person contacts us for insurance in April; they are probably looking to buy insurance in the coming days. If they do not buy from us, then they probably bought insurance from someone else. If that’s the case; they will likely be shopping for insurance again in six months.
When a customer contacts us; we make our best effort to sell them. Remember to always approach each call as if they are going to say yes. Tell them “I’ve got a great rate for you”, “You can start this for just _$_______.
If that does not work file the quote by month up 6 months ahead, unless the person told you, or the sheet indicates that they expire a different date; in that case fill that sheet under the month they are most likely to once again be in the market for insurance.
Date They Contacted Urban Date To File Sheet
January July
February August
March September
April October
May November
June December
To follow-up on these old quotes; assume the info is the same as last time.Email a new quote with a rate that is 5% less for Liability only and 10% less for Full coverage. Then toss the sheet.
Showing posts with label Follow up. what quotes to keep. Show all posts
Showing posts with label Follow up. what quotes to keep. Show all posts
Monday, November 23, 2009
Where to file quotes after follow-up
Credit =
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.
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.
Toss =
If the person told us “They bought elsewhere.
If the person told us “Not to call them again.
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.
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.
Toss =
If the person told us “They bought elsewhere.
If the person told us “Not to call them again.
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.
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.
Subscribe to:
Posts (Atom)