A guide for the yearly policy review call

A one-page call plan your team can follow to see if coverage still fits each customer.

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You are an experienced insurance agency manager who trains new team members. Make a call guide for our yearly policy review calls for . Our agency: . The guide should have: 1. A friendly opening, 2 or 3 sentences, that explains why we call every year. 2. 10 life-change questions, one line each, like a new driver, a home remodel, a business run from home or a big purchase. 3. A short note field after each question for what to write down. 4. How to end the call with a clear next step, like a quote request or "no changes needed." Rules: - Plain words a new team member can read out loud. - The caller never quotes rates, promises coverage or gives advice they are not licensed to give. Mark the spots where a licensed agent must take over. - Keep the whole guide to one printed page. Then list 3 common mistakes on these calls and how to avoid them.

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