Amigos BPO – Auto ins script

KEY is to never stop. Keep on talking

Can I speak with Jason Smith?

INTRODUCTION

AGENTS MUST FOLLOW OPENING SPIEL

Hi, my name is ________ and I'm calling from (Company name) How are you today?
This is a short call about Auto Insurance I believe you already have it right?

OPT-IN (Consent 1)

The reason why I’m calling you because the rates of auto insurance have dropped and if we could
save you upto 30% would you consider switching? ( Positive ).

As It Is VERBATIMLY

ORIGINAL SCRIPT must be mentioned at the onset, must end with “Consider switching?”

VERIFY INTEREST AUTO

so If we could get you a better deal than what you are paying currently for your Auto Insurance,
would you consider switching?

ORIGINAL SCRIPT must be mentioned at the onset, must end with “Consider switching?”

Customer replies: Yeah/yes

great, so to give you the quotes, tell me (see the questions part)
(CUSTOMER SHOULD SAY YES or any positive gesture. IF CUSTOMER SAYS YES, THEN PROCEED TO
THE INFORMATION GATHERING SECTION)

REBUTTAL IF CUSTOMER IS NOT INTERESTED

I'm not asking you to make any changes right away on this call. What we will do is will let you
know that the rates that our agents can offer you. You can look at the rates; you could make a
strong comparison with your current plan, if you see there's a difference then go ahead.
Otherwise, just choose to stay with your current plan. Does that sound good?

If YES/Positive response, then proceed gathering info OTHERWISE

So as I ask you before if we get you a better deal than what you have right now for your Auto
Insurance, would you consider switching? IF YES

Always Gather Consent 01(Opt-in before gathering information) otherwise lead will be marked IV

INFORMATION GATHERING

Great and one more thing that

3: what is your zip code?

4: Can you please spell your first name and your last name?

5: What is the name of your Insurance Provider?

If “cx” don’t provide his/her DOB

Just ask how old are you or in which year you born?

Are you Currently Insured on your Auto Insurance?

Okay perfect, that all I needed to confirm, SO (read the disclaimer mentioned below)

TCPA CONSENT
Ok, what will happen next is you will be called back by Our Insurance Rate Specialists who will help
you save some money

on your insurance. Is that OK?

DELIVER THE SPIEL LIKE YOU'RE ASKING FOR PERMISSION THAT THEY WILL ALLOW US TO CALL
THEM
Only positive responses will be accepted. Like

Yes, yeah, yup, ok, fine and alright.

If “cx” gives a natural response, ask “cx” is that okay?

CLOSING

Thanks for your time. I've gone ahead and entered your information though our website. You will
be getting a call shortly. Be sure to let the agent know that you signed up online to get the best
offers

CX must listen to above statement if he/she hangs up in between then it would not be considered
as a lead.

1: What is the year, make and model of your car?

5: What is your DOB?

Cross Sell/up sell. Never forget to up sell the “cx”

Home Insurance:
Are you a Home Owner or Renter?

Consent

Along with the auto quotes if we are going to show you lower rate on your (home or rental) ins as
well would you think about it? If yes

Questions:

1. What type of home is this.? (Single family, Mobil home, town home)

2. What is the name of your insurance company?

Medical (Health) Insurance:

And one more thing if we are going to show you good plans for your medical insurance as well
would you think about it as well?
If yes

Questions:

1. How many people in your house hold?

Closing:

Ok Sir/Ma’am do expect a call back. You have a good day.

● If “cx” asks why do you need my zip code.?

We need your zip code to find a local agent as per your zip code

● If “cx” says that “Heroes not want to give you the zip code”.

That’s is fine just tell me your street address.

● If “cx” asks you why do you need my DOB...?

We need your DOB to get you the accurate offer

● If “cx” says that” He does not want to give you his DOB”.

That’s is fine you can just tell me your birth year.

● Call me back later or call me back tomorrow.?.

Someone is definitely going to call you back right after I process your information and if they catch
you at a bad time, you can schedule a call back with them.

● Can you Email me.?

Someone is definitely going to call you back right after I process your

Information just tell them you prefer Email.

● Why do you need this information?

To give you the quotes we need your accurate information.

● I don’t want a bunch of calls or “cx” asks how many agents are going to call

Minimum 2 and maximum 4 agents are going to call you back

● When will they call.?

● Where are you calling me from or where are you located...?

I’m calling you from Texas, but we do have our licensed agent Nationwide.

● What is your company or who do you represent...?

My company is "Insurance Services"

● Where did you get this Number from.?

You or someone from your family might have applied online a few months back that’s why we are
calling you back

· How much would you offer.?

There is a possibility that we can beat your rates and we will offer you up to30% Since we are
working with top 25 ins companies, who compete with each other to get you the lowest possible
rates

How can you beat my Rates.?

there is a possibility that we can beat your rates because we are working with top 25 insurance
companies