renewal call scripts

[spokaneins]

I was wonder what you guys are saying when you call a P&C customer when there renewa is coming up? and trying to cross sell them...

[jtownagent]

Of course, complete as much as possible with what you know, before you phone.

We would like to be sure our records are current and to check that you are properly protected. Do you have two minutes to answer a few questions?

Client(s)__________________________________________ DOB______________ DOB______________
Address:______________________________________________________________________________
Home Phone________________________________ Work Phone#1______________________________
Work Phone #2______________________________ Cell Phone(s)_______________________________
e-mail:_____________________________________ e-mail #2: _________________________________
What is the preferred manner to communicate with you? ________________________________________

Home / Property exposure:
Do you own a home, rent, or live with someone (circle one).
Do you have homeowner’s or tenant’s coverage? Yes / No (circle one).
If yes, who is the insurance company? ______________________________________________________
When does the coverage expire? _________________________________.
May we contact you to review this coverage? Yes / No (circle one).
Do you own other property? Yes / No (circle one)
If yes, describe & list address:_____________________________________________________________

Automobile exposure:
Do you own an automobile or truck? Yes / No (circle one).
Do you have automobile coverage? Yes / No (circle one).
If yes, who is the current insurance company? ________________________________________________
When does the coverage expire? ________________________________.
May we contact you to review this coverage? Yes / No (circle one).

Other vehicle exposure:
Do you own a motorcycle, recreational vehicle, or boat (circle which)? Yes/ No (circle one).
If yes, who is the current insurance company? ________________________________________________
When does the coverage expire? ________________________________.
May we contact you to review this coverage? Yes / No (circle one).

Business exposure:
Do you own a business? Yes / No (circle one). Is this a home-based business? Yes / No (circle one).
If applicable, do you have Business coverage? Yes / No (Circle one)
If yes, who is the current insurance company? ________________________________________________
When does the coverage expire? ________________________________.
May we contact you to review this coverage? Yes / No (circle one).

Financial exposures:
Do you have life, disability, or long-term care coverage (circle which)? Yes / No (circle one)
If yes, who is the current insurance company(s)? ______________________________________________
May we contact you to review this coverage? Yes / No (circle one).
If no current coverage exists, should we have a future conversation to discuss this? Yes / No