Producer: Hello (PROSPECT NAME), this is (PRODUCER NAME) from the (ABC AGENCY). Do you have a moment? I'm just calling to find out when your present Business insurance expires, so that we could see if you would be interested in hearing from (ABC AGENCY) at that time.
Do you know when your present policy expires? Fine - well, if it would be okay with you, I'd like to call you back when that policy is up for renewal. Many business owners have found that our Business coverage is highly competitive. Would it be all right if I contacted you in, say, three months to offer you a review of your Business coverage? Great - thank you, (PROSPECT NAME). I'll be in touch at that time.
So that I can be ready to talk to you, may I ask two more quick questions? (PROSPECT NAME), about how many employees work at your company? Uh huh. And approximately what is your annual sales volume? Okay - that's all I need to know. Thank you, (PROSPECT NAME). I look forward to speaking with you in (MONTH).