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?
I'm just looking for about a year out
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?
$200K to $300K.
Thank for you for that information! Umbrella coverage is usually established in multiples of $1 million; do you have a certain amount in mind?
I'm not sure how much coverage I need
Understood. What is your estimated net worth, if you don't mind me asking?
Oh about $750k all in.
Okay, thank you for sharing that info! And what is your approximate annual income?
About $150k/year.
Thank you sharing that info on your income, I appreciate it. And I wanted to ask, are you already committed to an agent?
No, I don't have another insurance agent I've spoken with.
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}
Great, I picked some time for tomorrow after 5pm.
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 🙂
Convert 17% of leads to qualified appointments with Structurely
Talk to SalesTools, techniques, and more resources related to Structurely to help you grow your business by 10x
Browse our text message and email scripts for real estate, mortgage, insurance + more
Podcasts, videos, guides, books and more bundled up for specific areas of your business
Explore our entire library of resources, including eBooks, blogs, guides, podcasts and videos
