Insurance

Umbrella Insurance New Inquiry

Hey {name}! This is {bot_name}, I'm an assistant with {agent_name}. We'd love to get some additional info from you in order to put together an umbrella insurance policy that best suits your needs. We're glad you're interested in protecting your financial future! What has you researching umbrella policies today?
Sent by AI assistant

I'm actually getting married and we figure we may need it for our wedding venue, and past that for some other items we have together.

Sent by Lead
Well congrats on the upcoming marriage! Thank you for letting me know that. Do you have an existing umbrella policy already in place?
Sent by AI assistant

No we don't have a policy like that currently.

Sent by Lead
Alright no problem. 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

Total coverage is just about $50k on both of our cars. We're both renting now, so no home owners insurance either.

Sent by Lead
Got it, that helps to know thank you. We'll address the homeowners insurance at a later time. 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. We can help you understand what range you might need.
Sent by AI assistant
Thank you so much for this information - we want to provide you with the most accurate quote for this most important policy! What is your estimated net worth, if you don't mind me asking?
Sent by AI assistant

Combined net worth will be about $100k.

Sent by Lead
$100,000 got it, thank you for sharing that info with me. And what is your approximate annual income?
Sent by AI assistant

Mine is $75k and his is $70k.

Sent by Lead
Alright great, thanks for letting me know that income information. Almost done - I promise - can you please provide your address so I can make sure that we have it right in our system?
Sent by AI assistant

Well my address right now is 338 406th ave unit 12.

Sent by Lead
Got it, 338 406th ave #12, thanks for letting me know.. 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

Sure tonight would work if you want to give me a call around 5pm

Sent by Lead
Okay. My associate will be in touch shortly to follow up. Thanks again for all this info!
Sent by AI assistant
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