Commercial Insurance X Date Call Script (SHORT)

TheMike

New Member
2
I have used the below script for years to get the decision maker's name and XDATE for my commercial cold calls. It works very well because it is short and to the point. Let me know your thoughts..;)


Call Script for X-Date

Objective: To get X-Date….If you can’t get X-Date make sure to get appropriate contact name to call back….be sure to date when you spoke for future reference.

Caller: “Good Morning my name is Mike and I am with # 1 Agency in ANYTOWN (if business located in your town reference the road you’re located on for commonality). How are you today?”

Gate Keeper: “Good”

Caller: “I’m calling because (The reason for my call is…) I am trying to get in touch with the person who would know what month your business insurance expires in for the year?”

Gatekeeper: It expired last month

OR

Gatekeeper: “Why do you need to know that?”

Caller: “Well the reason I ask is that I would like to offer a second opinion before it expires. Do you know who I would talk to about that?

Gatekeeper: “Sure Anita handles that….let me get her for you”
 
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