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__________________,

 

Hi ________

 

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.