Referral: I will have to thank NAME OF REFERRAL for trusting us with your referral! We take personal referrals very seriously.
It's where more than 80% of our business comes from. Tell me, are we the first insurance office you've called about this?
New Purchase: Thanks for thinking of us for protecting your new purchase.
Our office is very well-equipped to serve real estate investors and deliver a recommendation with excellent coverage and cost. Tell me, are we the first insurance office you've called about this?
Unhappy:Well, I'm sorry to hear that. I can imagine how frustrating it is when your expectations aren't met. Our office takes the client experience very seriously and we're very proud to more than 80% of all new clients are referred to us by a current client. Tell me, are we the first insurance office you've called about this?
Tire Kicker:Well, I'm glad we get to talk. Of course, everyone wants a good price for their insurance program. At Clear View, our focus Is on delivering maximum value and a memorable client experience. Tell me, are we the first insurance office you've called about this?
First Office:Great! I'm glad to hear that. What made you want to call us first?
Not The First Office:Ok. Your time is valuable, so I bet you're not shopping for insurance as a hobby. What did the other office fail to deliver that made you want to keep looking at other options?
Business and commercial insurance is a lot more complex than personal insurance. So that we can best serve our clients, we only work in a few select business verticals so we can deliver best In-class advice and solutions for our clients.
Commercial insurance companies will only work with a single agency fora client at any one time. So, if one agency gets a quote from a company, no other agents can access that company. For that reason, we spend the time necessary to demonstrate our credibility and give you peace of mind In choosing Clear View to be your exclusive representative for this insurance purchasing decision. Your time is valuable and ours is too, so we don't work on any quote requests without a clear understanding of what you're trying to accomplish and a commitment from you to do business with Clear View once we have delivered on your goals and expectations.
We operate on the expectation that our clients will be part of our Client Family for many years to come. We don't place our focus on your initial buying decision, but instead on your overall and ongoing satisfaction as our client. The solutions and service we deliver to you occurs throughout the policy term and is designed to deliver maximum value throughout your program term and not just at the beginning.
Complete Discovery Questions... building rapport and human connection along the way. Don't be afraid to briefly detour if you hear an opportunity to create common ground (family life stage, hobbies, sports team, food, etc...)
Additional Contractor Details
Thanks for those answers. This is very helpful. Now, your time is valuable and so is mine. You have shared with me your need to (restate a goal/need/desire they shared with you) and get a competitive price for your business insurance program.
Yes, I am ready to commit: Excellent, that is great to hear. I will give this my very best effort and I look forward to giving you a compelling reason to join the Clear View Client Family. Is there anything else you want to talk about before we go?
No, I want to see what my other options are: I can certainly appreciate wanting to make sure you get the best you can. What exactly are you looking for that would cause you to spend more of your valuable time and energy talking with other insurance agents?
Great! I'm glad to hear that. I will give this my very best effort and I look forward to giving you a compelling reason to join the Clear View Client Family. Is there anything else you want to talk about before we go?
Thank you for letting me know. It sounds like we are not on the same page about expectations and the value that our team delivers to our clients.
I don’t think it makes sense for us to proceed with this conversation. We're not interested in competing the be the lowest priced insurance program. We work to deliver the best available mix of coverage, cost and value.
Thanks for your time. Please feeI free to reach out again if your needs change.