As always throttle your advise is short and great!!
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If yes- Great, I would love to come by and meet you and introduce myself in person, would Monday work for you? By the way, do you know when you renewal date is?
With all due respect, I would change this. You would be better off saying, "would Monday or Tuesday work better for you?". If you are going to be in that area on Monday you could also say, "hey I have a lunch appointment in your area on Monday would you prefer I stop by to introduce myself before or after my appointment?"
It is always better to offer options to pick from rather than a offering closed ended questions such as a yes/no option.
NEVER MENTION JUST THE PRICE, because you may not be able to save them money but you may be able to give them better benefits.
Hello,
My name is ******* ******** and I am a commercial agent with ABC agency in Podunkville,Va. I am simply calling to introduce myself and let you know that we would love to have the opportunity to talk to you about your business' insurance.
Have you considered letting someone take a look at your coverage to see if you may be ABLE TO SAVE MONEY, GET BETTER BENIFITS, OR HOPEFULLY BOTH?
If yes- Great, I would love to come by and meet you and introduce myself in person, would Monday work for you? By the way, do you know when you renewal date is?
If, my renewal time is not here yet - Oh I see, would you mind if I made a note of it and called you a couple of months, or so, beforehand to set-up an appointment with you then. When is your renewal date?
If not interested-I understand, thank you for your time,,
If I can get the renewal date, and it's not right arpound the corner, which takes immediate action
1. I have a pre-programmed letter to send with my magnet card and a brochure immediately thanking them for taking the time to speak to me and to let them know that I have made a record of their renewal date(like they asked me to do).
2. I have another letter that I send about 4 months in advance stating that I amSTILL aware of their renewal and will be contacting them around that time.
3. I have another letter that I send 1 week before my call to get the appointment
4. Call and get the appointment.
5. WRITE THE BUSINESS
YOU NEED A GOOD CRM TO PULL THIS OFF, I recommend OPRIUS.com
Please feel free to change it, if that works for you.
Just to be clear, I meant no disrespect to you. Your advice was great. I was just trying to help the OP.
NEVER MENTION JUST THE PRICE, because you may not be able to save them money but you may be able to give them better benefits.
Hello,
My name is ******* ******** and I am a commercial agent with ABC agency in Podunkville,Va. I am simply calling to introduce myself and let you know that we would love to have the opportunity to talk to you about your business' insurance.
Have you considered letting someone take a look at your coverage to see if you may be ABLE TO SAVE MONEY, GET BETTER BENIFITS, OR HOPEFULLY BOTH?
If yes- Great, I would love to come by and meet you and introduce myself in person, would Monday work for you? By the way, do you know when you renewal date is?
If, my renewal time is not here yet - Oh I see, would you mind if I made a note of it and called you a couple of months, or so, beforehand to set-up an appointment with you then. When is your renewal date?
If not interested-I understand, thank you for your time,,
If I can get the renewal date, and it's not right arpound the corner, which takes immediate action
1. I have a pre-programmed letter to send with my magnet card and a brochure immediately thanking them for taking the time to speak to me and to let them know that I have made a record of their renewal date(like they asked me to do).
2. I have another letter that I send about 4 months in advance stating that I amSTILL aware of their renewal and will be contacting them around that time.
3. I have another letter that I send 1 week before my call to get the appointment
4. Call and get the appointment.
5. WRITE THE BUSINESS
YOU NEED A GOOD CRM TO PULL THIS OFF, I recommend OPRIUS.com
NEVER MENTION JUST THE PRICE, because you may not be able to save them money but you may be able to give them better benefits.
Hello,
My name is ******* ******** and I am a commercial agent with ABC agency in Podunkville,Va. I am simply calling to introduce myself and let you know that we would love to have the opportunity to talk to you about your business' insurance.
Have you considered letting someone take a look at your coverage to see if you may be ABLE TO SAVE MONEY, GET BETTER BENIFITS, OR HOPEFULLY BOTH?
If yes- Great, I would love to come by and meet you and introduce myself in person, would Monday work for you? By the way, do you know when you renewal date is?
If, my renewal time is not here yet - Oh I see, would you mind if I made a note of it and called you a couple of months, or so, beforehand to set-up an appointment with you then. When is your renewal date?
If not interested-I understand, thank you for your time,,
If I can get the renewal date, and it's not right arpound the corner, which takes immediate action
1. I have a pre-programmed letter to send with my magnet card and a brochure immediately thanking them for taking the time to speak to me and to let them know that I have made a record of their renewal date(like they asked me to do).
2. I have another letter that I send about 4 months in advance stating that I amSTILL aware of their renewal and will be contacting them around that time.
3. I have another letter that I send 1 week before my call to get the appointment
4. Call and get the appointment.
5. WRITE THE BUSINESS
YOU NEED A GOOD CRM TO PULL THIS OFF, I recommend OPRIUS.com