Just Ask!
• Check for Policy Lines as soon as client is located!
Start handling request before asking:
• Have we ever quoted “your ________ policy before”? After they answer offer to quote as there is NO obligation. Quotes are Free!
Questions
• Is your auto with Erie? • Did you know Erie offers a life policy discount? Do
you have Life insurance right now? • Is there any other insurance we can help you
with? • If we can provide you with as good of coverage or
even better, would you be interested in getting a quote?
Always put the discount in terms of saving $
More Questions
• If a client has both auto and home, compliment on having good coverage and ask if they have ever thought about a PCL , Life , Toys?
• Have we ever looked at an umbrella for you? • Express that a 1 million umbrella policy is
generally under $250 for A LOT of coverage. You have worked all your life to build your current level of assets, isn’t is worth spending a few hundred dollars to protect that?
If Erie Secure – can offer discount for having PCL
Umbrella Incentive Program
Umbrella Policies For Everyone!!
Don’t Leave Our Clients Unprotected
Umbrella polices go great with Home and Auto Insurance
“Umbrella Insurance protects you when your home liability runs out.”
“Umbrella Insurance covers every aspect of your life.”
“I see you don’t have an
umbrella insurance
policy with us…
Would you be interested in
protecting your assets from
liability claims?”
For example…”
Let’s Work Together & Protect Our Clients!
Personal: 7 Sold Umbrella Leads Commercial/FS: 3 Sold Umbrella Leads
Bonus • Your Very Own Miller’s Umbrella!
• A $50 Gift Card
• A “Save It For a Rainy Day Card” good for a half day of Paid Time Off!
Umbrella Incentive Program
Department requirements for bonus:
If we get 40 sold umbrella leads with 100% participation we will have a catered breakfast
for all account managers!
Group Umbrella Incentive