Step 1: Insurance Surveys - Script Internal Use ONLY
*Note: Did you log into the following (1) Phone System (2) CRM System?
Hi may I speak with__________________,
My name is ________ and I’m calling from Solid Rock Consulting conducting surveys on Insurance Agencies like yours.
The survey only takes about 2 minutes. Would you be willing to answer 6 questions for me about agent experience and dialer functionality?
FAQ's (THIS PAGE IS STILL BEING DEVELOPED- Please use the "Business Development Reps" - TEAMS Chat for real-time Q&A Help)
Step 2: Collect Information Below
Step 3: Update CRM Pipeline
Log into CRM (Hubspot) to place contact at the appropriate phase of the Survey pipeline.