I do not have all your policies that the office do for you in front of me. right now, but I see we do your___ __________(Use Policy Type That Shows in CRM) *******>> Then ask if there are other polices office does also ?
Auto Only
Homeowners Only
Renters Only
Fire Dwelling - Rental Property Only
Auto & Homeowners
Auto & Renters
Fire Dwelling - Rental Property and another Policy
Other
**(DO NOT ASK IF office DOES NOT do there AUTO )Any Tickets coming off your driving record from the last 3 to 5 years
Yes
No
**(DO NOT ASK IF office DOES NOT do there AUTO ) Any Accidents coming off your driving record from the last 3 to 5 years
Yes
No
If any Tickets or Accidents are coming off or just happen what was the date and what was the violation or Accident.
Only Ask If we do there Auto ** Do you need to make changes or need to adjusting any of the following coverages on your auto Policy ? (Please Select All That Apply.) *)
Higher Liability and/or Property Damage Limits
Roadside Assistance/Towing
Rental Car Reimbursement
Lower or Higher Deductible Amounts
N/A
Do You Rent the place you live in or Own It ?
Rent
Own Home
**(DO NOT ASK IF RENTER )On A Standard homeowners policies it has limited coverage for high-value items. Do you own any of the following? (Select all that apply.)" *
Jewelry / and High Cost items
Other
N/A
**(DO NOT ASK IF RENTER) On A Standard homeowners policies it contain exclusions (not covered) for the following. Are you interested in adding coverage for any of the following? (Select all that apply.)
Identity Theft
Sewer/Water Backup
Service Line Coverage
Equipment Breakdown
Flood
N/A
* DO NOT ASK IF THEY OWN A HOME ) If there was a Fire in your rent or Theft of your personal belongings , could you easily replace your belongings
No - do not have a Renters
Yes - Have Rentes
N/A - No need to replace personal belonging
Your auto or home may be missing a discount! (Do you own any of these items NOT insured by American Financial Solution (Select All That Apply)
Personal Auto
Business Auto
Homeowners
Vacation/Rental Home
Motor home/RV/Boat
Motorcycle
Business Lability
(Only ask if we do not do all policies) If you could get discounts that can save you money by combining your other policies that are not with the agency, would that be of an interest if that could save you money ?
Yes
No
Would you be interested in learning about affordable Life Insurance programs ?
Yes
No
Did you know the office offers Income Tax Services - Like H & Block - Liberty Offers but at a lesser of a cost ?
Yes - I know
No - No did not know
Office Does my Taxes already
Would you be open to Find out more about there Tax Service ? - Yes like to know
No all set or do My own
If The Office finds another insurance company for the renewal policy coming up that can give you better coverages or save you money would you want them to shop and review your policy ?
Yes - can review policy
No - happy with Company we have with agency
Yes, only if it saves me money with save or better coverages
Do have any Questions , concerns, Changes that you like me to pass onto the office ?
First Name
Last Name
Phone
Email