Again , we might dislike role-playing but sometimes it is a necessary evil to make us look and be great in front of our clients . We are the experts and want to be great at what we do and that means practicing and knowing insurance rates and how to explain them . •
qualify for so we can get this back down some , does that sound ok ? ( Look for and ask for cross-sell opportunities )
Script : Hello this is NAME from AGENCY , how can I help you today , or how can I make this the best call of your day ? LISTEN , ( review the policy for discounts ) and explain what you hear from the customer . I see here that there was a claim in MONTH , it looks like your policy increased by $ 30 a month , and the claim paid out 15,500 . Usually , the increase due to a claim will last 3 years . That is an increase of $ 1,080 over the 3 years , that seems way better than paying out-of-pocket $ 15,500 , right ? ( Be careful with this one you need to have a full understanding of who was at fault and many of the details , but you are stating a fact )
TOP FIVE
REASONS AGENTS LOVE
WORKING WITH US !
1 2 3 4 5
Unparalleled Financial Strength
World-Class Claims Service
Responsive and Relationship- Based Underwriting
Stable and Consistent Market
Impeccable Culture
IN CONCLUSION
Always be honest but factual . Do not assume that the client understands . You have to make it as easy as possible for them . Also , do not talk to them like they don ’ t know insurance . Be mindful of the client , build rapport , and show them that you are their insurance hero and that you are on their side and here to help !
Your clients are your biggest assets . They are what brings in your paycheck , and treat them as such . Create some of your insurance rate increase scripts in your agency with your staff .
Again , we might dislike role-playing but sometimes it is a necessary evil to make us look and be great in front of our clients . We are the experts and want to be great at what we do and that means practicing and knowing insurance rates and how to explain them . •
Kelly Donahue-Piro , founder and president of Agency Performance Partners , is a no-nonsense effectiveness expert who has helped hundreds of insurance agencies identify and capitalize on sustainable improvement opportunities . Her specialties include agency culture assessment and change ; management and supervisory coaching and benchmarking ; customer retention strategy development ; digital marketing strategy , planning and implementation ; and sales planning and skill-building .