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Agency Process Pack: AppX Insurance Retention Scripts

$50.00

The scripts are ready for you when you purchase. You will get a PDF of the scripts delivered right to you immediately so there is no wait! If you don’t receive the scripts, be sure to check your junk and spam folders for the email.

4955 in stock

SKU: PP-RetentionScripts-2021 Category: Tag:

Description

Our insurance retention scripts are here if your team needs to refine their renewal calls a bit.
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 Insurance Retention Scripts are the exact scripts we use when we launch our in-person training onsite with insurance agencies. Does your team need to refine their retention skills? Our insurance retention scripts are the answer you are looking for. Our retention scripts are a bit different from others you may have seen. We start with why the script is important. The script sheet reviews what is important and how to approach it. Then we provide exact words to use to hit that goal. In many scripts we provide a few alternatives. This helps your team find a script that feels the best for them. We conclude with common responses to the scripts so you are prepared to embrace and overcome any objections.

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

The scripts are ready for you when you purchase. You will get a PDF of the scripts delivered right to you immediately so there is no wait! If you don’t receive the scripts, be sure to check your junk and spam folders for the email.

Additional information

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