SOAR Quiz

What are some of the points of information that are taken before the DNTM?

• None, who cares about info just play it.

• House Address

• The material of their walls

• Their first and last name and DOB

• Their name only

What are some of the things to mention in the end of call spiel?

• "Cheers dude, ciao end call"

• "Ive added a note about what we've done today"

• Theres a quick survey at the end of the call

• "Theres a short survey about my service at the end of the call"

What is one thing to not do to maintain control of the call?

• Ask questions with short and sweet answers

• Use the first few bits of information to establish call control

• Ask them about their whole journey that led them to calling you today

• Let them discuss a few details, but not let them go on a tangent

During the DNTM playing, what can you do to get a head start on the quote

• Watch tiktoks

• Get up and make a coffee

• Get on real estate.com to have a look at the property

• Fill in some of the fields using information you got pre-DNTM

• Take the dog on a walk

During UW questions what can you do to make it as smooth as possible

• Tell them the answers to the questions so you can speed through.

• Preface it by saying these are yes or no questions

• Split some of the longer questions up into two to reduce confusion

• Tell them you need all the details they can provide for each question

• Tell them shush whenever they go on a tangent

What are things we can do to increase chances of a sale during the call?

• Pressure them into buying it

• Tell them if they dont buy your boss will fire you

• Listen to what they have to say and relate it back to the insurance

• I dont care if they buy.

What are some ways we can explain the specified contents to a customer?

• Im not sure myself to be honest with you

• Its a way to override some of the limits we have on general contents

• Anything of high value you have you would specify

• If you have any of the items in these categories you can specify it if they are over the limit

• List the things that have sentimental value to you

What strategies could help you close a sale with a customer

• Tell them we will pay all of their claims if they take it out

• Tell them if they are unsure they should take it out and if they find another insurer they have a 14 day cooling off

• Underline the benefits and features within the quote that generate value

• Form that emotive connection and trust during the sale.

• Advise them that this is the best product on the market for them

What are some policy features and benefits can we underline during a sales call?

• We provide alternative accommodation after an insured event

• We will pay them up to 20% as a sum insured safety net if their claim exceeds their sums insured

• We provide up to 10% of their building sum insured for removal of debris and demolition

• We will pay all vet costs for a dog or cat injured in a road accident

• We cover them for termite and other pest damages

When a customer asks us to just send a quote, what can we do to change their mind?

• Advise them that they have a 14 day cooling off period and they should take it out

• advise them you can give them half off

• Nothing, send them the quote and advise of the necessary information

• You can ask them to play rock paper scissors and if they lose they take the insurance.