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AppX Retention Scripts


SKU: 500-1 Category:


Does your team need a little refining on their renewal calls?
Or maybe your agency is just trying to get started making retention calls and needs some guidance on what the team should say.

Our AppX Retention scripts may be perfect for your agency! We have refined these scripts over the past decade to make them comfortable and user friendly for all levels of agency staff.

Our scripts include:

  • AppX Retention Training Day 1 Scripts
    • Call Introduction & Voicemail
    • Account Review Questions
    • Updating Contact Information
    • Getting a Client on EFT
    • Handling a Rate Increase
    • Remarketing Reviews-working to prepare someone for a remarket
    • Earning Increases in Coverage
    • Upselling Low Auto Limits
    • Account Rounding/Cross Selling Recommendations
    • Referrals Between Departments
  • AppX Retention Training Day 2 Scripts
    • Home No Auto Talking Points
    • Auto No Home Talking Points
    • Auto No Renters Talking Points
    • Auto No Condo Talking Points
    • Upselling Low Auto Limits
    • Educating On the Umbrella Policy
    • Increasing Auto & Educating On Umbrella
    • Insurance For Toys
    • Insurance for Investment Properties
    • Life Insurance
    • Cross Selling Between Departments
    • General Liability No Workers’ Compensation
    • Workers’ Compensation No General Liability
    • Policies But No EPLI
    • Policies But No Commercial Auto
    • Policies But No Cyber Liability
    • Policies But No Disability Insurance
    • Policies But No Commercial Umbrella

Additional information

Weight N/A
Dimensions N/A
Script Selection

Electronic Copy Training Day 1, Printed Copy Training Day 1, Electronic Copy Training Day 2, Printed Copy Training Day 2, Electronic Copy of Training Day 1 & 2, Printed Copy of Training Day 1 &2