It's All Relative!- 100
Customer (50) calls to go over their policy with us, and they have auto and a 20 term policy.
Serviceeee- 100
Customer calls to make a payment, she's 63 years old, and we've talked about GIFE in the past.
Salessss- 100
Raw new auto customer (35) calls for quote
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.
Serviceeee- 200
Customer (67) comes to the office because they wanted a quick policy review of their home and auto insurance.
Salessss- 200
Customer calls to add their daughter (17) and her new vehicle to their auto policy
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.
Serviceeee- 300
20 year old customer comes in for copies of ID cards.
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).
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.
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.
Salessss- 400
Customer (18) getting quote to add their first auto policy on their own since moving out.