Core Values
Give an example of resilience.
*better example gets the points. up to judge
When answering the phone we greet with what?
Thank you for Calling the Sparke Agency this is is ____ How can I help you?
Why lead verses ask?
Because its our job, life is hard, its a service we provide, we are making insurance simple.
Heath
We have been awarded Best of Lawrence in what two Categories?
Best Agency and Agent.
Define integrity. 100
Define Accountability. 100
*up to judge.
When asking for Ryan the response is ____.
He is currently assisting a client, I can help you with your policy.
Question is not accepted.
That's just fine, Ill go ahead and follow up at the end of the week if we don't hear from you so we get you taken care of. (Then set on calendar)
Question to ask for a request to cancel.
Can I ask why?
What is our current retention rate?
?
Name 2 schools we sponsor events at?
Maria is currently on the phone and someone asks for her. What do you say?
She is currently assisting a client, I can help you with your policy.
Ending in ? minus $300
Would you like us to add driveology?
The next step is adding driveology so we can get you an automatic discount that starts at %
You hear Sam on the phone and notice someone walks in. She's alone up front.
You walk up front, and greet client.
TEAMWORK
What is our star rating on google?
*****
Name 4 nonprofit organizations we sponsor.
BabyJays
Bert Nash
Family Promise
etc
If someone already has a WM advisor you say _
We give complimentary 2nd opinions free of charge with your membership, Its a great way to confirm you are on the right track or explore options you may not have considered. would you be opposed to us looking it over?
Fix this greeting.
Ryan will be with you shortly hang on.
Can I get you a water?
Ryan will be with your shortly, take a seat. I'd love to grab you a water or lemonade while your waiting...
If someone doesn't show up to their appointment what's the next step and when does it take place?
Check on the client, 15 minutes after show up.
What is a POP agency?
Top % of company. Best of the Best
Name all 5 core values
Accountability, Resilience, Community Involvement, Integrity and Relationships
If Thea is on vacation and someone asks for her what is the first response.
Then if they persist.
She is not at her desk at the moment but I can help you with your policy.
We work closely together if you could tell me a little more information I can see if we can get this figured out for you. Happy to help.
Give an example of a cross sell into life from a home quote and also an auto quotes. (2 answers)
Mortgage Protection - autos protect if something happens to someone else - do you have protection if something happens to you? -- still a lead
WOW! Turns out, it's a great quote from a call in. Next Step.
Call them ASAP to let them know, so they don't waste time shopping and they don't miss out!
Name 5 reasons our agency is better than other farm bureau agencies here in town.
Full Staff
Proactive
SuperCheck Service
Cards
Gifts for Referral partners
SPonsorships
Give back
13 years in lots to go and lots of experience|
We refer local