🏠 RENTERS
🤝 BP REFERRALS
📣 MARKETING
🔎 3 DISCOVERY QUESTIONS
100

A customer tells you they rent their home. What opportunity should immediately come to mind?

What is renters insurance?

100

What's one question we should ask to find out whether a customer came to us through one of our Business Partners?

"How did you hear about us?"

100

True or False: Marketing is something we do only when the office is slow.

What is FALSE?

100

Without looking at your notes, name all 3 Discovery Questions.

How did you hear about us?

Where did you buy your car?

Do you own or rent where you live?

300

True or False: If the customer doesn't ask about renters insurance, we don't need to bring it up.

What is FALSE?

300

What question can uncover a potential new BP opportunity when talking about the customer's vehicle?

"Where did you buy your car?"

300

How often should we be intentionally marketing?

What is daily?

300


A. Only when it's slow
B. Only with walk-ins
C. Consistently during customer conversations
D. When the manager reminds us

C. Consistently during customer conversations

500

 A customer says, “I already have coverage through my apartment.” What should you do next?

 Ask discovery questions to understand what coverage they actually have rather than immediately accepting the objection.

500

A customer says, "I just bought my car at ABC Motors." What's your next move?


Recognize the BP opportunity and gather the information needed to follow up and build the relationship.

500

Why do we consistently market instead of waiting for customers to come to us?




To create opportunities, build relationships, increase visibility, and generate future business.

500

What is the difference between asking the question and checking the box?

Engaging with the customer's answer, asking follow-up questions, and turning the information into an opportunity.