Insurance

Umbrella Insurance New Inquiry

Talk to Sales
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
See Full Conversation

More Use Cases

Old Renter's Insurance Lead Revival

Learn More

Renter's Insurance New Inquiry

Learn More

Old Umbrella Insurance Lead Revival

Learn More

Long Term Disability Insurance New Inquiry

Learn More

Life Insurance New Inquiry

Learn More

Home Insurance Requested Quote

Learn More

Old Pet Insurance Lead Revival

Learn More

Old Home Insurance Lead Revival

Learn More

Inbound Insurance Agent Recruiting

Learn More
See All Use Studies

We Integrate With Your CRM

Enroll leads, view and take over conversations and see all Structurely data right within your CRM

BoomTown
Chime
Follow Up Boss
Hubspot
Salesforce

Close More With Structurely

Convert 17% of leads to qualified appointments with Structurely

Talk to Sales

Hundreds of Resources to Help Your Business

Tools, techniques, and more resources related to Structurely to help you grow your business by 10x

Home Improvement
Sep 22

How To Find Better Leads For Roofing Contractors

Scripts/Templates

Browse our text message and email scripts for real estate, mortgage, insurance + more

Bundles

Podcasts, videos, guides, books and more bundled up for specific areas of your business

All Resources

Explore our entire library of resources, including eBooks, blogs, guides, podcasts and videos