CSR: Hello, (PROSPECT NAME).
This is (NAME) from (ABC AGENCY).
(PRODUCER NAME) looks after your commercial business, and he/she has asked me to contact you regarding your personal and home insurance.
Do you have a minute to discuss this now?
We would like an opportunity to give you a quote on your insurance the next time it renews.
Rather than take up your time today, I'll give you a call a month prior to renewal date to obtain current information and provide you with a quote.
Thank you for your time.
REJECTIONS:
IF NO TIME
When would be a convenient time to call back?
IF NO MONEY
We can offer a monthly payment plan to spread the premium over a year.
IF NO HURRY
If you will give me the x-date now, I'll be glad to provide you with a comparison quote when your insurance expires.
IF NOT INTERESTED
(Terminate the call pleasantly.)
RESPONSES:
I appreciate your time.
Please call us.
Would you agree that no agent has the corner on markets?
I can appreciate that.
I can understand that.