It's All Relative!
Serviceeee
Salessss
100

It's All Relative!- 100

Customer (50) calls to go over their policy with us, and they have auto and a 20 term policy.

100

Serviceeee- 100

Customer calls to make a payment, she's 63 years old, and we've talked about GIFE in the past.

100

Salessss- 100

Raw new auto customer (35) calls for quote

200

It's All Relative!- 200

Customer (67) calls to make a payment over the phone for their 2 auto's, and you hear grandchildren in the back.

200

Serviceeee- 200

Customer (67) comes to the office because they wanted a quick policy review of their home and auto insurance.

200

Salessss- 200

Customer calls to add their daughter (17) and her new vehicle to their auto policy

300

It's all Relative!- 300

Building Rapport with customer (40 years old) and find that they are physically and financially taking care of their mom.

300

Serviceeee- 300

20 year old customer comes in for copies of ID cards.

300

Salessss- 300

Customer (35) and his wife call to get a homeowners quote on their first home for their family and have 2 kids (10 year old girl and 12 year old boy).

400

It's All Relative!- 400

Customer (35) calls the office and we were able to review his auto insurance with him. He currently has auto and home with us, and is still financing both.

400

Serviceeee- 400

Customer 35 is asking about their auto coverages and currently have a policy with a different company, but they don't know what kind of policy they have.

400

Salessss- 400

Customer (18) getting quote to add their first auto policy on their own since moving out.