What Brings You to Allstate?
*YCA- option to protect discounts and rates if there is an accident
AUTO CUSTOMER INTERVIEW
*Type of Residence *Ownership Type? Years at current address? Own Rent Own and Rent * Other
Name *Address
E-mail Qualifying Multi-Line Policy n/a
Home Phone Business/ Cell Phone
Previous address, if < 2 years HOUSEHOLD DRIVERS Name *Gender *Marital Status *Date of Birth Social Security # Relationship *Occupation + Yrs. w/ current employer Good Student / Resident Student DL No. + State *Age st 1 Lic.
1 2 3 4 VIOLATION OR ACCIDENT INFORMATION Have you had any Comprehensive Claims in the past 3 years? If so, how many? __________ Driver Violation or At Fault or Description (Include Date of Incident and Date of Conviction, if any) No. Accident Not At Fault
** If I could save you additional money and guarantee that you won’t miss a renewal payment deadline, would you be interested? _____
Our Easy Pay Plan:
Yes
No
Current Policy No. Expiration Date Current Premium
**Which account do you prefer making your payments from and which day would you like to make a payment? _______________________________ *Current Insurance Company *No. years of continuous coverage *Current BI Limits
CT Auto Quote Sheet – ALLIANCE Updated 3/27/08
VEHICLES
*Yr . Make Model
Do you have a company car?
*Purchase Date *Annual Mileage *One way Miles Work /School
Yes No *Use Class VIN #
Odometer Reading
AntiLock Brakes
Original Owner Y or N
*Driver # & % of Use
1 2 3 4 Your Choice Auto Selection: Platinum $_________
Safe Driver deductible/ Bonus Accident Waiver Plus NC Expanded Protection Repair/Replace Coverage Lease/Loan Gap
% % % % Gold $_________
Safe Driver deductible Accident Waiver Enhanced NC Expanded Protection Repair/Replace Coverage Lease/Loan Gap
Standard$________
Accident Forgiveness
Value $________
NO ACCIDENT FORGIVENESS MUST BE ON EZP
COVERAGES Vehicle BI Per Person /Per Occurrence Prop Dam
UM / UIM
Med Pay
Collision
Comp w/glass
Fire & Theft
Towing Per Trip $ $ $ $
Rental Per Day $ $ $ $
Sound System
Tape Cov.
New Car Exp. Prot.
Disability Income
1 2 3 4 UM Conversion: LOAN INFORMATION Vehicle ____ Name: Address: Loan Lease No. __________________________ Converted Not Converted
Vehicle ____ Name: Address:
Loan
Lease
No. ______________________
OTHER OCCUPANT INFORMATION Are there children other than drivers in the household? Yes No First Name & MI Date of First Name & MI Gender (Last Name, if different from policyholder) Birth (Last Name, if different from policyholder)
Gender
Date of Birth
CT Auto Quote Sheet – ALLIANCE Updated 3/27/08
Other Person Coverage: If you or someone else in your family made a mistake on the road last night and injured or killed another driver, what do you think that family would sue for? ______________. With your current coverage of __________, where do you think the lawyers will find the rest of the money? (Equity in your home? ________ Any Savings? _________ Up to 25% of future Earnings?______) Most people do not realize that every time they enter the car they are driving with their assets in the trunk of the car. If I could show a better way to protect the equity in your home, your savings and your future wages would you be interested? You and Your Family Coverage: Let’s say that you were the one injured or killed last night, how much would your family sue for? Your current policy would cover some of these expenses but not all. Do you have any coverage at work that would provide money for your family in case you died in an automobile accident last night? _________________________. Do you have any additional policies that would provide coverage if you were killed in an auto accident last night. _________________________. (Identify Gap to prospect) Would you be interested in enhancing your auto policy to provide additional protection if you or your family were injured or killed in an auto accident? Your Car Coverage: Your current deductibles are: ________ collision and _______ comprehensive. Are these the amounts you are comfortable with? Simply put collision coverage comes into play if you hit the tree and comprehensive coverage is when the tree hits you. If you can afford higher deductibles, we can begin protecting the big dollars (equity in home, savings, investments and future wages rather than the small dollars (increased deductibles.) YCA Delivery: I also wanted to mention that Allstate Insurance Co. is reinventing auto insurance with a product called Your Choice Auto. You may have seen one of our ads. Allstate has found that customers are interested in having options with their auto insurance and that is what this product provides. For example, if you were involved in an accident today, what would happen to your current insurance rates? (They should answer they will be increased). Well, Allstate has an option on our auto policy that will protect your discounts and rates. Wouldn’t you agree it is important to provide consumers with choices on their auto coverage to meet their specific needs?
Quote Delivery: Review the coverage sections (Other Person Coverage, You and Your Family, Your Car Coverage) discuss the limits and remind the customer what they are protecting. Start with the Platinum Plan and the benefits of that coverage and how it meets the customer’s needs. Ask them when they can come in to sign the application? Offer additional savings with Property Policy (Home, Condo, Renters). Identify Umbrella Policy Protection. * We like to keep in touch with our customers using email, is there an email address we can reach you at in the event we can’t reach you by phone? As an added service of our agency we will enroll you into our on-line Customer Care Center where you’ll have access to your policy information, billing information, claim information and free customer advocacy kits like Teen Driver’s, Fire Safety, etc. Here’s a brochure explaining the service (If in person). I’ll make sure I mail a brochure explaining the service to you (Phone appointments).
Life Transition (Allstate Personal Financial Review): By the way, remember the gap we discovered when reviewing you and your family coverage? I have an individual working with my agency who’s responsibility is to help you determine what your family might need in case you were killed in an auto accident last night. They put together my personal and business financial plans and I think you need to sit down with (EFS Name). The appointment would last about an hour. When would be a good time for you to meet with (EFS Name)? (Set up appointment or referral)
CT Auto Quote Sheet – ALLIANCE Updated 3/27/08