SALES CALL FLOW
Opening Spiel
Acknowledgement
Verification
Address the concern
Recap
Closing Spiel
Opening Spiel
*Thank you for calling Global Guard Insurance. My name is [Agent Name]. How can I help you today?
Acknowledgement
1. Let me assist you in [ISSUE/CONCERN].
2. I’ll be more than happy to assist you in [ISSUE/CONCERN].
Verification
*May I ask for the policy number?
*May I have your firsts name and last name?
*Note* You may also ask additional questions that will help you to verify the issue.
Address the concern
Follow the appropriate processes to assist the customer such as:
· Payment Processing
· Endorsement
Recap
*Highlight the things or action to resolve the customers problem.
· Inform the customer about the referral program
(I would like to let you know we have a referral program when you successfully refer a client we give you $50 via Zelle.)
· Offer Home and renters
Closing Spiel
*Survey Pitch
·Since we’re all set, we’d like to invite you to answer a short survey and provide feedback on how I assisted you today. Your positive response will be highly appreciated.
·Thank you for calling GLOBAL GUARD INSURANCE. Have a good day!
Top Call Driver
Processing Payment
Processing Payment
