Insurance Carriers
Tickets/Accidents
Qualifications
Verification Points
Fundamentals of Successful Calling
100
Can't be insured with Allstate or Encompass
When calling an Allstate campaign the contact cannot currently be insured with this company
100
Vehicular homicide, any alcohol or drug related ticket, reckless/careless driving, suspended license.
What are the four permanent disqualifies?
100
21-64 or married to someone on the policy between 21-64
What are the age qualifications on all campaigns except Farm Bureau and Allstate in Florida?
100
Verify address including apt/condo number and zip code.
What is the second verification point?
100
Benefit statement followed by your next question.
What is the rebuttal formula?
200
If the contact has auto, home, or life insurance with the company you are calling for.
You cannot qualify the lead ...
200
Photo radar, seat belt, expired tags, and parking tickets.
What tickets do you not need to record?
200
1 year of consecutive coverage with the same insurance company.
What is the insurance guideline on acwt, alsf, awil, awtb, and awtc?
200
Call back agreement, email, cell phone number, and best time to reach.
What is the fourth verification point?
200
Memorize your script verbatim.
What is the best way to ensure a good pitch?
300
Allied insurance
This is Nationwide's sister company ...
300
Allstate, as long as it's within the number of vehicles plus one guideline.
What campaign is it okay to have at fault accidents within certain guidelines?
300
At least one motorized vehicle with 4 wheels.
What is the vehicle guideline for all campaigns?
300
Spell back full name of contact and spouse if applicable including middle initial.
What is the first verification point?
300
Any licensed driver over 21.
Who should you pitch?
400
Allstate campaigns in Florida
Which campaign will accept drivers up to 80 years of age in which state.
400
One ticket or no fault accident in the last three years.
What is the ticket/accident limit on standard campaigns?
400
English speaking decision maker on the policy.
Who must you be speaking to in order for the lead to be qualified?
400
Get contacts date of birth and ask for spouses date of birth if applicable.
What is the third verification point?
400
If we could save you money or offer you better coverage would you consider switching?
What is the best end game rebuttal?
500
Farm Bureau in Illinois
What is Country Insurance and this company are the same in which state?
500
Hitting a deer
What type of accident does not need to be recorded?
500
Number of vehicles on the policy plus one.
What is the number of tickets/accidents a contact can have on an Allstate campaign?
500
What is your email address/ What is your cell phone number.
What is the correct wording to inquire about cell phone/ email address?
500
It's not a personal call...
What is the best wrong number pitch?
M
e
n
u