WORKERS COMPENSATION INSURANCE TELEMARKETING SCRIPT
CSR: Hello, (PROSPECT NAME). I'm (NAME), with (ABC AGENCY).(PRODUCER NAME), who works with you on your Commercial insurance program, has asked me to call you today to tell you about our Workers Compensation program.Do you have a few minutes to discuss this?
PROSPECT: Well, I have a meeting in five minutes.
CSR: This will only take two minutes, at the most.
PROSPECT: Okay.
CSR: We would like to take a look at your current Workers Compensation program. As you know, (ABC AGENCY) takes care of your Property and Liability coverages, and we have found that our customers prefer to have all their coverages with one agency. You're less likely to have coverage gaps or overlaps when just one agency is looking.
I don't want to take a lot of your time right now. Do you know when your current Workers Compensation policy expires?
PROSPECT: In June, I think.
CSR: Thank you. I will be contacting you two months in advance, in April, to set up an appointment between you and (PRODUCER NAME). Thank you so much for your time.