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WorksheetsSOAR Quiz
Total questions: 10
Worksheet time: 8mins
What are some of the points of information that are taken before the DNTM?
None, who cares about info just play it.
House Address
The material of their walls
Their first and last name and DOB
Their name only
What are some of the things to mention in the end of call spiel?
"Cheers dude, ciao end call"
"Ive added a note about what we've done today"
Theres a quick survey at the end of the call
"Theres a short survey about my service at the end of the call"
What is one thing to not do to maintain control of the call?
Ask questions with short and sweet answers
Use the first few bits of information to establish call control
Ask them about their whole journey that led them to calling you today
Let them discuss a few details, but not let them go on a tangent
During the DNTM playing, what can you do to get a head start on the quote
Watch tiktoks
Get up and make a coffee
Get on real estate.com to have a look at the property
Fill in some of the fields using information you got pre-DNTM
Take the dog on a walk
During UW questions what can you do to make it as smooth as possible
Tell them the answers to the questions so you can speed through.
Preface it by saying these are yes or no questions
Split some of the longer questions up into two to reduce confusion
Tell them you need all the details they can provide for each question
Tell them shush whenever they go on a tangent
What are things we can do to increase chances of a sale during the call?
Pressure them into buying it
Tell them if they dont buy your boss will fire you
Listen to what they have to say and relate it back to the insurance
I dont care if they buy.
What are some ways we can explain the specified contents to a customer?
Im not sure myself to be honest with you
Its a way to override some of the limits we have on general contents
Anything of high value you have you would specify
If you have any of the items in these categories you can specify it if they are over the limit
List the things that have sentimental value to you
What strategies could help you close a sale with a customer
Tell them we will pay all of their claims if they take it out
Tell them if they are unsure they should take it out and if they find another insurer they have a 14 day cooling off
Underline the benefits and features within the quote that generate value
Form that emotive connection and trust during the sale.
Advise them that this is the best product on the market for them
What are some policy features and benefits can we underline during a sales call?
We provide alternative accommodation after an insured event
We will pay them up to 20% as a sum insured safety net if their claim exceeds their sums insured
We provide up to 10% of their building sum insured for removal of debris and demolition
We will pay all vet costs for a dog or cat injured in a road accident
We cover them for termite and other pest damages
When a customer asks us to just send a quote, what can we do to change their mind?
Advise them that they have a 14 day cooling off period and they should take it out
advise them you can give them half off
Nothing, send them the quote and advise of the necessary information
You can ask them to play rock paper scissors and if they lose they take the insurance.
