Proper Responses and Rebuttal Approaches

I'm happy with my provider

Well, I totally understand that you are _________ with your provider BUT like what I’ve said, the _____ __ __ _____ is tailored specifically for your business. If you can give us __-__ ___ of your time to see what we can offer if you find it interesting then, we can go from there.

• satisfied

• happy

• program that we launched

• 10-15 mins

Bad Experience

I totally understand where you are coming from, but you know ___ ___ ______. I am calling you from (name of your agency) and from my experience we have been able to provide our clients _____ ______. Would you mind giving us a _______ ______ to earn your business?

• every agency is different

• better service

• second opportunity

• better insurance

I'm not interested in switching / I will not switch

I understand that you are not thinking of _____ ____ ___. We wanted to provide you this quote for you to have a ______ and see how we can help ____ your business, and it would not hurt to review your policy and coverage right now to make sure there are _____.

• switching right now

• protect

• no gaps

• comparison

• secure

IF THE PROSPECT INSISTS IN GETTING AN EMAIL

Well (Prospect’s name) what we can send you is a ____ ____ _____ that you can fill out with information that we need for us to provide you an ______ quote for your business insurance. What would be the best email where we can send it to? **wait for the prospect’s response**

After sending you the email would it be okay if I will have my licensed agent to give you a ____-_ ___ say Monday or Tuesday next week? What day would work best for you?

• fact finding sheet

• accurate

• follow-up call

• appropriate

QUOTED PRICE BEFORE WAS HIGHER

I understand that the quoted price before was higher; however, there are some changes in the past ___ ____ where we have specific policies tailored for (type of business). And we would like a second opportunity to see what we can do for you this time. ______ _______are always changing

• 6 months

• Underwriting Guidelines

• few months

• Underwriting Policies

Qualifying Stage

I'm actually calling about the _______ ________. Would you be the right person to speak with?

• marketing department

• risk and finance

• business Insurance

• gate keeper

PURPOSE OF THE CALL

The reason why I am calling you today is that we recently launched a ___ ______ that is specifically tailored for your business here in (City where the business is located). I Understand that you already have insurance but this new program might get you a better policy and _____ _____ while making sure that your business is properly _______.

• protected

• new program

• better business

• better services

List down INFORMATION you need to gather:

Part 1: Insurance Info

(Don't press enter if you're not yet done with your answer; use comma as separator per entry)

Evaluate responses using AI:

OFF

List down INFORMATION you need to gather:

Part 2: Supplemental Info

(Don't press enter if you're not yet done with your answer; use comma as separator per entry)

Evaluate responses using AI:

OFF

List down INFORMATION you need to gather:

Part 3: Basic Business Info

(Don't press enter if you're not yet done with your answer; use comma as separator per entry)

Evaluate responses using AI:

OFF