If you need to generate leads from people interested in getting updated auto insurance rates, here is a script that works great. All verification questions are asked first to build trust with the prospect before asking for new information. Don’t overthink your lead generation campaign, often the simplest processes produce the best results. Start with a short greeting and explain the reason for the call within the first 30 seconds or risk losing the prospect’s attention. Check first, ask for new information second. Use verification questions to debrief with prospects before asking for new information. For example, “I show your address as…” instead of “how much is your monthly auto insurance policy right now?”
Write down any rebuttals the telemarketer may need to handle common objections. Think of these as opportunities to provide more information, as well as to steer the conversation towards generating a lead. Generating interest and doing simple verification work should be the main goal of every call. Don’t make the mistake of trying to pack too much into each call.
“Hi, may I speak to __________? Hi _________, this is AGENT NAME, I am calling from XXX auto insurance, I am just calling to verify your information so we can provide you with updated auto insurance quotes, I am showing your name as NAME and your address as ADDRESS in CITY, STATE and zip code is ZIP CODE I also have your email as EMAIL ADDRESS is that correct?
Thank you, and what is your marital status? (Single or married).
Are there any additional drivers we should include? (if so, obtain name, date of birth).
We understand that people’s vehicles change often, so what vehicle do you currently insure? I just need the year, make and model.
Are there additional vehicles? (if so you need the year, make and model).
Are you currently a homeowner? (owned/rented)
And who is your current car insurance company?
Thanks, and finally I have his birth date listed as / what is his birth date? (if not listed in contact information)
To make sure we can save you the most money, we will have a local insurance agent contact you so that you receive the best possible rate and coverage. Thank you for your time and have a great day.”
Side note: This script works great with a web-based lead form, you can quickly create a form that follows this format in Google Docs and it will deliver the results in an online spreadsheet that updates in real time.
