PRE-SALES CALL SCRIPTS

Narvin: Hello! Good Morning! Am I speaking with John?
Lead: Yes. Who’s this?
Narvin: Hi John, my name is Narvin Piloto calling on a recorded line from XYZquotes about the auto insurance quote that you requested. Do you have time to speak with a Licensed Agent who can assist you with that quote?
Lead: Yes.
Narvin: Great! Before I connect you, I just have a few quick questions to make sure we have the best match for you.
First, have you been insured for the last 6 months?
Lead: Yes
Narvin: Perfect! And who are you currently insured with?
Lead: HarborGuard Insurance
Narvin: Thank you. Lastly, are you currently living in New York?
Lead: Yes.
Narvin: Great! I'm about to transfer your call to one of our dedicated agents. Just wanted to give you a quick heads-up: they might have a couple more questions to ensure all your details are accurate and to provide you with the final quote. If you don't mind holding for a brief moment, I'll connect you with them right away, alright?
Lead: Thank you.
--- [Licensed Agent Connected] ---
LIA: Good day, this is Mark from GuardianShield Insurance. How can I help you?
Narvin: Good day Mark! This is Narvin from XYZquotes. I have Mr. John Snow here from New York. Their phone number is 123-456-7890. They’re looking for an auto quote. Please tell me when you’re ready.
LIA: Yup!
Narvin: Hi John! Are you still there?
Lead: Yeah, I’m still here.
Narvin: Thank you for holding John. I have Mark here ready to assist you with your quote. Both of you have a great day!