Rep Habits

Questions marked with an * are required

Exit Survey

What is your Tenure Group

Less than 1 year On Plan

1-3 years On Plan

3+ years On Plan

What is your Tenure?

Less than 1 Year On Plan

1-2 Years on Plan

2-3 Years on Plan

What is your current Per Cap?

On a scale of 1 to 10, when asking for the close, what is the highest level of anxiety you have felt. What is the most nervous you can remember feeling? (1 being not nervous at all and 10 being shaking in your boots)

* What is the most common objection you receive? (Select 1)

I think I'm good where I am now, your policy doesn't offer me anything new.

My policy isn't up for another few months, I'll call you then.

I'd like to think about it.

I have to speak to my spouse.

Your rate is close, but I wanted to save money.

When reviewing Discounts which is your approach?

Review EVERY discount

Review SOME discounts

Review ONLY 1 discount

I do not reveiw discounts

When reviewing Coverage's which is your approach?

I discuss all changes that we made from the old policy to the new

I discuss only what I think is important to the customer

I discuss the coverage change that I think is most important to the customer

I do not discuss the changes I have made

When discussing price:

I choose to tackle it up-front in the beginning of the quote

I wait until I have built value in the policy and deliver the whole(annual) premium (I bring it up)

I wait until I have built value in the policy and deliver the monthly premium (I bring it up)

I build value in the policy and wait for the customer to bring it up

When I arrive at the premium screen I ask the customer what they pay monthly

* When building value in the policy, which of the following do you most often do: (Select 3)

Congratulate the customer on their new rate

Change quote to fit agent suggested coverage's

Re-cap why the customer agreed to a quote

Gather dec page and quote thier current coverage

Probe to find out a customers true needs

Highlight service team and local agent set up

Review each feature and benefit, and how it will solve their need

Ask the customer if I can email them a copy to show them what I have put together

Explain the ease of our billing options

When I ask for the sale, the method I most closely use is: (Select 2)

Here is the price, what are your thoughts?

You're monthly premium is $100, would you prefer EFT or Credit Card?

May I send you a copy of the quote for your review?

What are your thoughts on the quote I have here for you?

The policy will be in effect tonight at midnight, I can send the documents to your email or mail them to you, what do you prefer?

So after our review of the policy, I believe we have a policy that fits your needs, do you agree?