Nothing has changed
Everything is up to date, I don't need to meet.
Things do update and change all the time on the insurance side and meeting with your agent can give you the peace of mind in case anything happens.
No, I'm not interested
Is there a specific reason why you're not interested?
Is this Mandatory?
No, but we highly recommend meeting with us, which is why we try to meet with most of our customers every year.
I just paid and renewed my policies.
Were you able to speak with someone at the time of renewal?
What do you mean by Financial Account Statements?
Any policies you hold outside of State Farm (Stocks, Bonds, Roth IRA, Life Insurance, etc.) If you are only with State Farm we will already have that information.
We aren't looking to add or change anything unless you're wanting to. We're looking to make sure that everything is up to date so we can make sure were continuing to meet your needs.
I cant make it into the office, so I cant schedule.
If you cannot make it to the office, we can do a virtual or phone call (if the agent offers those options)
This is necessary?
No but we do find it necessary to review your policies annually to ensure you're properly protected.
[Agent] would like to help you better understand those coverages if you have any questions.
What is a Personal Price Plan?
A Personal Price Plan is a way of customizing your overage to that we can personalize it to you and your needs.
I reviewed my policies on the app and everything seems fine to me.
Insurance is complex and ever changing, it could be in your best interest to meet with your agent to ensure you understand what your policy covers and what it doesn't cover
I'm too busy to schedule an appointment
I can call you in a couple of weeks to see if your schedule clears up.
Why is it necessary to review MY policies?
We are reaching out to all of our clients to review their policies to ensure you the peace of mind if anything serious was to happen.
Why should I meet for a review if I just renewed my policies?
Things can change within the insurance world or on your end so we want to make sure everything is up to date and is still meeting your needs.
What can you do for me that I cant do for myself with the automated system?
Part of the appointment is to discuss any changes or within the insurance world or on your end. [Agent] can help you better understand your policies.
We already met with agent and added a car
Were you able to review any of your other or all of your policies at that time?
Why is this necessary now, I don't think I need this.
We want to make sure that if you ever need or have to use your insurance that you're aware of what you are overed for.
You do not have to schedule this meeting to keep your polices. This is a review of your current policies to ensure there are no gaps or overlaps in your coverage.
I just signed up with your office.
Were you able to go over what your signed up for with the agent or a licensed team member in the office?
I don't need to review but I do have a few questions about my billing.
I'm sorry I wont be able to help you out with that as I am not licensed and do not have access to that information. I can have [Agent] reach out to you about that.