When you sign up for our residential calling you will have a dedicated employee that has been trained on outbound marketing for auto/home/life calls. These could be a variety of calls from cold calls for new business to calling your current book of business for annual review calls and or up-selling/cross selling opportunities. When we make the phone calls, we will call from a local telephone number to match your area code and will input the caller I.D. you prefer so we look like we are calling from an extension of your office. The data will be provided by you scrubbed against the federal and state do not call list and will either be manually dialed or dialed using our internal predictive dialer per your discretion.
During our orientation process we will ask you what type of information you would like us to collect and other important account information questions including the email address for us to submit the appointments. Additionally, if you would like live transfers, we will ask you for the phone number, contact person, and schedule for the assigned recipient of the live transfer calls. You will also provide a script or edit one of the scripts we have to make sure we are using verbiage the way you would like us to represent your agency. If we encounter anyone that says they are on the do not call list or they would like to be on your do not call list, we will take their name and phone number off of the system and you will have access to the reports and detailed information.
The caller has spoken to the prospect about being presented with a proposal from an agent at your office. The prospect must confirm and acknowledge the appointment.
We understand that we will not always get a hold of the decision maker on the first attempt. Therefore, we always ask the best time to call back to get a hold of the decision maker. We then mark that in our call back system and we will call the prospect back at that time to hopefully make the appointment after creating the interest. We continue this process until we have reached the prospect and reached a conclusion whether that is an appointment, not interested or an x-date to follow back up on. We do have scripts and methods we have created throughout the years to yield the highest success; however, all scripting will be approved by you before implementation.
Once an appointment has been set our quality assurance team will review the call to verify that it is an appointment before you are notified via email of your appointment. The recording of the call will be available to you through our system so that you can review the call as well.
FOR A DEDICATED EMPLOYEE PLEASE CONTACT US FOR PRICING: