Full Circle Allstate Telemarketing Script

No Answer or Voice Mail = No Contact

COLD CALL
“Hey there” or “Hi”, this is (Telemarketer Name) with Allstate, how are doing today? That is
great to hear. The reason I am calling today is because we would like the opportunity to provide
an insurance quote to show you how much you can save by switching to Allstate.

● Before I can transfer you to a Licensed Allstate agent, I’ll need to confirm a few things:

● Do I have the Pleasure of speaking with First Name & Last Name?

● Are still living at Address on File? Great!

● Who are you currently insured with? If Allstate = NO TRANSFER

○Answer: No = TRANSFER. Answer YES = No Transfer... I am so sorry but we
can't help you if you already have a policy with Allstate.
● Have you had continuous Insurance for at least 6 months.
○ Answer: YES = TRANSFER. Answer NO = No Transfer...but ask if they have a
lapse in their coverage in the past 6 months. If NO = TRANSFER

● Do you have more than 3 Traffic Violations in the past 3 years?

○Answer: No = TRANSFER. Answer YES = No Transfer... I am so sorry but we

are not able to quote you if you have more than 2 Traffic Violations but we look
forward to helping you in the future.
● I have a Licensed Allstate Agent on the other line ready to finish up the final
details of your quote. Please hold one second while I connect you.

(Initiate Transfer to Live Insurance Agent)

3. Click (Transfer)

4. Dial (770) 755-1982

5. Wait for Agent to Answer

6. Hello, this is (Telemarketer Name) and I have:

a. (Customer First Name & Last Name)

b. LEAD ID #.

c. Are you ready for me to transfer?

 7. When Agent says “YES” Click (Transfer)

8. COPY DATA AND PASTE IN CHAT AND PUT SALES AGENT NAME AT BOTTOM

I don't have time to be transferred:

I totally understand but it will only take a few minutes to see if we can save you money. If you
can Please hold then I can transfer you to an Allstate Agent.

I'm happy with my current provider:

I’m happy to hear that, but we’re saving customers a lot of money with our rates. It will only take
a few minutes to find out how much we can save you. If you can Please hold then I can transfer
you to an Allstate Agent.

I'm not interested in looking for another provider/coverage

I understand but most people are paying way too much for their insurance and they don’t even
know it. It will only take a few minutes to find out how much we can save you. If you can
Please hold then I can transfer you to an Allstate Agent

I already renewed my policy:

I understand. If we are saving you money, you can always cancel your current policy and they
will refund your money. It will only take a few minutes to find out how much we can save you.

I don't have time to be transferred:

I totally understand but it will only take a few minutes to see if we can save you money. If you
can Please hold then I can transfer you to an Allstate Agent.
I'm happy with my current provider:
I’m happy to hear that, but we’re saving customers a lot of money with our rates. It will only take
a few minutes to find out how much we can save you. If you can Please hold then I can transfer
you to an Allstate Agent.
I'm not interested in looking for another provider/coverage
I understand but most people are paying way too much for their insurance and they don’t even
know it. It will only take a few minutes to find out how much we can save you. If you can
Please hold then I can transfer you to an Allstate Agent
I already renewed my policy:
I understand. If we are saving you money, you can always cancel your current policy and they
will refund your money. It will only take a few minutes to find out how much we can save you.
EVERQUOTE WEB LEAD
This is (AGENT) from Allstate Insurance.

I am following up on the Insurance Proposal you requested online and I have a licensed
agent that is ready to finalize your quote but first I need to verify the information that you
provided.

1. Can you confirm that your current address is (Address on File)? Great!
2. Can you confirm that your email is __________?
3. Have you had continuous coverage for at least 6 months?
4. If 6 Months or Greater YES: Who are you currently insured with? (if Allstate no
transfer)
If Less Than 6 Months - No: Unfortunately, we are not able to provide a proposal
if you have had less than 6 months of continuous coverage. Thank you so much
for your time, if it’s okay, we would like to reach out to you again in 6 months.
Have a great day!

5. If 6 Months & they were with another Carrier: Thank you for the information,
please hold one moment so I can transfer you to my Licensed Agent to finish up
the final details of the proposal, OK (Customer Name)? PUT PROSPECT ON
HOLD

(Initiate Transfer to Live Insurance Agent)

1. Click (Transfer)
2. Dial (770) 755-1982
3. Wait for Agent to Answer
4. Hello, this is (Telemarketer Name) and I have (Customer First Name & Last Name) &
PHONE #. Are you ready for me to transfer?
5. When Agent says “YES” Click (Transfer)

6. COPY DATA AND PASTE IN CHAT AND PUT SALES AGENT NAME AT BOTTOM

Common Objections:
I did not sign up online
I understand. It could have been a couple weeks ago. I’m sorry it took so long to get back to
you but it’s a perfect time to compare your rates. It will only take a few minutes to see if we can
save you money. Please hold and I will transfer you.
I don't have time to be transferred:
I totally understand but it will only take a few minutes to see if we can save you money. If you
can Please hold then I can transfer you to an Allstate Agent.

I'm happy with my current provider:

I’m happy to hear that, but we’re saving customers a lot of money with our rates. It will only take
a few minutes to find out how much we can save you. If you can Please hold then I can transfer
you to an Allstate Agent.

I'm not interested in looking for another provider/coverage

I understand but most people are paying way too much for their insurance and they don’t even
know it. It will only take a few minutes to find out how much we can save you. If you can
Please hold then I can transfer you to an Allstate Agent

I already renewed my policy:

I understand. If we are saving you money, you can always cancel your current policy and they
will refund your money. It will only take a few minutes to find out how much we can save you.

I don't have time to be transferred:

I totally understand but it will only take a few minutes to see if we can save you money. If you
can Please hold then I can transfer you to an Allstate Agent.
I'm happy with my current provider:
I’m happy to hear that, but we’re saving customers a lot of money with our rates. It will only take
a few minutes to find out how much we can save you. If you can Please hold then I can transfer
you to an Allstate Agent.
I'm not interested in looking for another provider/coverage
I understand but most people are paying way too much for their insurance and they don’t even
know it. It will only take a few minutes to find out how much we can save you. If you can
Please hold then I can transfer you to an Allstate Agent
I already renewed my policy:
I understand. If we are saving you money, you can always cancel your current policy and they
will refund your money. It will only take a few minutes to find out how much we can save you.

REQUOTE
Hello (Customer Name)
This is (AGENT) from your Local Allstate Agency
7. We quoted your insurance in the past and we couldn’t earn your business. We just had
a BIG rate and would like the opportunity to provide an insurance quote to show you how
much you can save by switching.
8. Are you still living at Address on File? Great!
9. Is your email still __________? Awesome!
10. I have a Licensed Allstate Agent on the other line ready to finish up the final details of
your quote. Please hold one second while I connect you.

(Initiate Transfer to Live Insurance Agent)

11. Click (Transfer)

12. Dial EXT 416
13. Wait for Agent to Answer
14. Hello, this is (Telemarketer Name) and I have (Customer First Name & Last Name) &
PHONE #. Are you ready for me to transfer?
15. When Agent says “YES” Click (Transfer)

16. COPY DATA AND PASTE IN CHAT AND PUT SALES AGENT NAME AT BOTTOM

Common Objections:

I don't have time to be transferred:

I totally understand. It will only take a few minutes to see if we can save you money. Please
hold and I will transfer you.
I'm happy with my current provider:
I’m happy to hear that, but with rates are saving customers a lot of money., It will only take a few
minutes to find out how much we can save you.
I'm not interested in looking for another provider/coverage
I understand but most people are paying way too much for their insurance and they don’t even
know it. It will only take a few minutes to find out how much we can save you.
I already renewed my policy:
I understand. If we are saving you money, you can always cancel your current policy and they
will refund your money. It will only take a few minutes to find out how much we can save you.