Establishing Trust
Identifying Needs
Tailoring Solutions
Creating Confidence
100

Brenda is two weeks out from closing on her property and is a bit confused about the quoting process. She speaks with an agent that provides reassurance in the first minute of the call by establishing trust. Where does this fall within the The DISC Index?

Decisive

100

Joe recently purchases a ranch on 2 acres with a woodshop and detached garage. He calls in to do a quote with Marlaina and she notices the woodshop and questioned Joe about owning any large equipment and tools. Which behavior does Marlaina exemplify?

Interactive

100

Aesha speaks with a long-time homeowner who is familiar with what is needs to protect his home. Aesha listens carefully to what the customer is requesting by tailoring his policy to his preference. Which behavior exemplifies this approach?

Cautious

100

Angel completed the coverage presentation with a first-time homebuyer but before he disconnected the call, you expressed to the customer to be sure to create the online account to prevent a potential increase in premium. What behavior will this exemplify?

Stabilizing 

200

Before asking for the sale, Alyssa goes over the coverage presentation with the the customer. What behavior does this exemplify? 

Cautious