Insurance

Old Umbrella Insurance Lead Revival

Hey {name}! This is {bot_name}, I'm an assistant with {agent_name}. You reached out a while ago about umbrella insurance and I wanted to touch base with you. 🙂 Is this something that you are still actively interested in?
Sent by AI assistant

I'm just looking for about a year out

Sent by Lead
I totally understand. We're here to help however we can! You'll need both home and auto insurance in place before you can setup your policy - can you tell me your total coverage amount between the two?
Sent by AI assistant

$200K to $300K.

Sent by Lead
Thank for you for that information! Umbrella coverage is usually established in multiples of $1 million; do you have a certain amount in mind?
Sent by AI assistant

I'm not sure how much coverage I need

Sent by Lead
Understood. What is your estimated net worth, if you don't mind me asking?
Sent by AI assistant

Oh about $750k all in.

Sent by Lead
Okay, thank you for sharing that info! And what is your approximate annual income?
Sent by AI assistant

About $150k/year.

Sent by Lead
Thank you sharing that info on your income, I appreciate it. And I wanted to ask, are you already committed to an agent?
Sent by AI assistant

No, I don't have another insurance agent I've spoken with.

Sent by Lead
Okay, understood. Typically it's best to walk through this quote together to make sure you understand all of the components; here are some of the days/times we currently have available - {scheduling_link}
Sent by AI assistant

Great, I picked some time for tomorrow after 5pm.

Sent by Lead
Perfect, I'll let my team know about that time. I think I've got all the info down here that I need from you so far, I'll have my associate follow up shortly 🙂
Sent by AI assistant
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