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Reply to Script for Cold Calling Commercial Insurance     
Old 12-23-2010, 07:43 AM   #11
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Justin Bilyj on Script for Cold Calling Commercial Insurance
 
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Script for Cold Calling Commercial Insurance Re: Script for Cold Calling Commercial Insurance
As always throttle your advise is short and great!!
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Old 02-21-2011, 08:31 PM   #12
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State: gambrinus is an Insurance Agent from Colorado
Script for Cold Calling Commercial Insurance Re: Script for Cold Calling Commercial Insurance
I'm a fan of warming them up with a post card... then follow up with the call.
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Old 02-21-2011, 10:03 PM   #13
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VaDwayne on Script for Cold Calling Commercial Insurance
 
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Script for Cold Calling Commercial Insurance Re: Script for Cold Calling Commercial Insurance
NEVER MENTION JUST THE PRICE, because you may not be able to save them money but you may be able to give them better benefits.

Hello,

My name is ******* ******** and I am a commercial agent with ABC agency in Podunkville,Va. I am simply calling to introduce myself and let you know that we would love to have the opportunity to talk to you about your business' insurance.

Have you considered letting someone take a look at your coverage to see if you may be ABLE TO SAVE MONEY, GET BETTER BENIFITS, OR HOPEFULLY BOTH?

If yes- Great, I would love to come by and meet you and introduce myself in person, would Monday work for you? By the way, do you know when you renewal date is?

If, my renewal time is not here yet - Oh I see, would you mind if I made a note of it and called you a couple of months, or so, beforehand to set-up an appointment with you then. When is your renewal date?

If not interested-I understand, thank you for your time,,

If I can get the renewal date, and it's not right arpound the corner, which takes immediate action

1. I have a pre-programmed letter to send with my magnet card and a brochure immediately thanking them for taking the time to speak to me and to let them know that I have made a record of their renewal date(like they asked me to do).

2. I have another letter that I send about 4 months in advance stating that I amSTILL aware of their renewal and will be contacting them around that time.

3. I have another letter that I send 1 week before my call to get the appointment

4. Call and get the appointment.

5. WRITE THE BUSINESS

YOU NEED A GOOD CRM TO PULL THIS OFF, I recommend OPRIUS.com

------------------------------------
Have you ever noticed that some people want you to be successful in life, just not more successful than them?

http://www.insuranceadvisor365.com

Last edited by VaDwayne; 02-21-2011 at 10:07 PM.
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Old 02-22-2011, 07:54 AM   #14
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Join Date: Aug 2010
Posts:49
State: pghman is an Insurance Agent from Pennsylvania
Script for Cold Calling Commercial Insurance Re: Script for Cold Calling Commercial Insurance
Originally Posted by VaDwayne View Post
If yes- Great, I would love to come by and meet you and introduce myself in person, would Monday work for you? By the way, do you know when you renewal date is?
With all due respect, I would change this. You would be better off saying, "would Monday or Tuesday work better for you?". If you are going to be in that area on Monday you could also say, "hey I have a lunch appointment in your area on Monday would you prefer I stop by to introduce myself before or after my appointment?"

It is always better to offer options to pick from rather than a offering closed ended questions such as a yes/no option.
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Old 02-22-2011, 10:33 AM   #15
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VaDwayne on Script for Cold Calling Commercial Insurance
 
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Script for Cold Calling Commercial Insurance Re: Script for Cold Calling Commercial Insurance
Originally Posted by pghman View Post
With all due respect, I would change this. You would be better off saying, "would Monday or Tuesday work better for you?". If you are going to be in that area on Monday you could also say, "hey I have a lunch appointment in your area on Monday would you prefer I stop by to introduce myself before or after my appointment?"

It is always better to offer options to pick from rather than a offering closed ended questions such as a yes/no option.

Please feel free to change it, if that works for you.
------------------------------------

Last edited by VaDwayne; 02-22-2011 at 10:59 AM.
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Old 02-23-2011, 01:27 PM   #16
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VaDwayne on Script for Cold Calling Commercial Insurance
 
Join Date: Feb 2009
Posts:1,810
State: VaDwayne is an Insurance Agent from Virginia
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Script for Cold Calling Commercial Insurance Re: Script for Cold Calling Commercial Insurance
Originally Posted by VaDwayne View Post
NEVER MENTION JUST THE PRICE, because you may not be able to save them money but you may be able to give them better benefits.

Hello,

My name is ******* ******** and I am a commercial agent with ABC agency in Podunkville,Va. I am simply calling to introduce myself and let you know that we would love to have the opportunity to talk to you about your business' insurance.

Have you considered letting someone take a look at your coverage to see if you may be ABLE TO SAVE MONEY, GET BETTER BENIFITS, OR HOPEFULLY BOTH?

If yes- Great, I would love to come by and meet you and introduce myself in person, would Monday work for you? By the way, do you know when you renewal date is?

If, my renewal time is not here yet - Oh I see, would you mind if I made a note of it and called you a couple of months, or so, beforehand to set-up an appointment with you then. When is your renewal date?

If not interested-I understand, thank you for your time,,

If I can get the renewal date, and it's not right arpound the corner, which takes immediate action

1. I have a pre-programmed letter to send with my magnet card and a brochure immediately thanking them for taking the time to speak to me and to let them know that I have made a record of their renewal date(like they asked me to do).

2. I have another letter that I send about 4 months in advance stating that I amSTILL aware of their renewal and will be contacting them around that time.

3. I have another letter that I send 1 week before my call to get the appointment

4. Call and get the appointment.

5. WRITE THE BUSINESS

YOU NEED A GOOD CRM TO PULL THIS OFF, I recommend OPRIUS.com
Oh yeah, I use a "plain white" envelope, handwritten with the return address written with just my last name and personal address. If they are going to throw it away, they are going to have to open it first, which they wouldn't have to do if I sent it in and pre-printed agency envelope.
------------------------------------
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Old 02-23-2011, 08:23 PM   #17
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Join Date: Aug 2010
Posts:49
State: pghman is an Insurance Agent from Pennsylvania
Script for Cold Calling Commercial Insurance Re: Script for Cold Calling Commercial Insurance
Originally Posted by VaDwayne View Post
Please feel free to change it, if that works for you.
Just to be clear, I meant no disrespect to you. Your advice was great. I was just trying to help the OP.
------------------------------------
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Old 02-23-2011, 08:31 PM   #18
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VaDwayne on Script for Cold Calling Commercial Insurance
 
Join Date: Feb 2009
Posts:1,810
State: VaDwayne is an Insurance Agent from Virginia
VaDwayne is a member of 1000 posts VIP club
Script for Cold Calling Commercial Insurance Re: Script for Cold Calling Commercial Insurance
Originally Posted by pghman View Post
Just to be clear, I meant no disrespect to you. Your advice was great. I was just trying to help the OP.
Non-taken at all, I like choices as much as anyone but not when it comes to setting appointments. I like to sound really busy, even if it is the slowest week of the year.
------------------------------------
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Old 03-26-2012, 06:26 PM   #19
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Join Date: Mar 2010
Posts:9
State: farmersluis is an Insurance Agent from Alabama
Script for Cold Calling Commercial Insurance Re: Script for Cold Calling Commercial Insurance
Originally Posted by VaDwayne View Post
NEVER MENTION JUST THE PRICE, because you may not be able to save them money but you may be able to give them better benefits.

Hello,

My name is ******* ******** and I am a commercial agent with ABC agency in Podunkville,Va. I am simply calling to introduce myself and let you know that we would love to have the opportunity to talk to you about your business' insurance.

Have you considered letting someone take a look at your coverage to see if you may be ABLE TO SAVE MONEY, GET BETTER BENIFITS, OR HOPEFULLY BOTH?

If yes- Great, I would love to come by and meet you and introduce myself in person, would Monday work for you? By the way, do you know when you renewal date is?

If, my renewal time is not here yet - Oh I see, would you mind if I made a note of it and called you a couple of months, or so, beforehand to set-up an appointment with you then. When is your renewal date?

If not interested-I understand, thank you for your time,,

If I can get the renewal date, and it's not right arpound the corner, which takes immediate action

1. I have a pre-programmed letter to send with my magnet card and a brochure immediately thanking them for taking the time to speak to me and to let them know that I have made a record of their renewal date(like they asked me to do).

2. I have another letter that I send about 4 months in advance stating that I amSTILL aware of their renewal and will be contacting them around that time.

3. I have another letter that I send 1 week before my call to get the appointment

4. Call and get the appointment.

5. WRITE THE BUSINESS

YOU NEED A GOOD CRM TO PULL THIS OFF, I recommend OPRIUS.com
Thank you so much for this! I do plan on making some changes, but you have given me something to start with. I am basically going to change the close ended question with an open ended one. Thank you once again! Sometimes all that's needed is a little something to get the thought process started.
------------------------------------
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Old 02-26-2013, 08:30 PM   #20
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Join Date: Feb 2013
Posts:5
State: Manmac is an Insurance Agent from Georgia
Script for Cold Calling Commercial Insurance Re: Script for Cold Calling Commercial Insurance
Awesome advice, thanks for sharing. Now when you call, do you say that to whoever answers or do you get the owner/decision maker on the line first? What do you say to the gatekeeper to get to the decision maker? Thanks

Originally Posted by VaDwayne View Post
NEVER MENTION JUST THE PRICE, because you may not be able to save them money but you may be able to give them better benefits.

Hello,

My name is ******* ******** and I am a commercial agent with ABC agency in Podunkville,Va. I am simply calling to introduce myself and let you know that we would love to have the opportunity to talk to you about your business' insurance.

Have you considered letting someone take a look at your coverage to see if you may be ABLE TO SAVE MONEY, GET BETTER BENIFITS, OR HOPEFULLY BOTH?

If yes- Great, I would love to come by and meet you and introduce myself in person, would Monday work for you? By the way, do you know when you renewal date is?

If, my renewal time is not here yet - Oh I see, would you mind if I made a note of it and called you a couple of months, or so, beforehand to set-up an appointment with you then. When is your renewal date?

If not interested-I understand, thank you for your time,,

If I can get the renewal date, and it's not right arpound the corner, which takes immediate action

1. I have a pre-programmed letter to send with my magnet card and a brochure immediately thanking them for taking the time to speak to me and to let them know that I have made a record of their renewal date(like they asked me to do).

2. I have another letter that I send about 4 months in advance stating that I amSTILL aware of their renewal and will be contacting them around that time.

3. I have another letter that I send 1 week before my call to get the appointment

4. Call and get the appointment.

5. WRITE THE BUSINESS

YOU NEED A GOOD CRM TO PULL THIS OFF, I recommend OPRIUS.com

------------------------------------
  Reply With Quote to Script for Cold Calling Commercial Insurance
Reply to Script for Cold Calling Commercial Insurance 

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