Producer: Hello, (PROSPECT NAME), this is (PRODUCER NAME) from (ABC AGENCY). I enjoyed meeting with you in (MONTH), and I was really sorry we couldn't help with your Business insurance program. You seemed very happy with your present program - if I may ask, how have things gone this year?
Well, (PROSPECT NAME), since a lot can change in a year, including our carrier's coverage options and policy pricing structure, and your claims history and coverage needs, I was hoping you might give us a chance to look over your account again and see if we could offer you an alternative to your present program.
It sure couldn't hurt to check out the competition, (PROSPECT NAME). How does next week look? Are mornings or afternoons better for you? How about Tuesday or Wednesday? Fine. Wednesday at 9 a.m. - I look forward to it, (PROSPECT NAME).