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?
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.
Well congrats on the upcoming marriage! Thank you for letting me know that. Do you have an existing umbrella policy already in place?
No we don't have a policy like that currently.
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?
Total coverage is just about $50k on both of our cars. We're both renting now, so no home owners insurance either.
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?
I'm not sure how much coverage I need
Understood. We can help you understand what range you might need.
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?
Combined net worth will be about $100k.
$100,000 got it, thank you for sharing that info with me. And what is your approximate annual income?
Mine is $75k and his is $70k.
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?
Well my address right now is 338 406th ave unit 12.
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}
Sure tonight would work if you want to give me a call around 5pm
Okay. My associate will be in touch shortly to follow up. Thanks again for all this info!
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
