Policy Review:
 

It looks like upon reviewing your file we have not done a update of your information or a review of your policy recently. I just want to take few minutes to make sure we have accurate information on file, the right coverage for you, and ensure you're not missing any discounts. I will then pass the information along to a Senior Insurance Advisor to review.

Contact Information Review:

Discount Review:

(Review the following potential discounts & use in order to bundle Life and PUP)

Thank you for your time today. We will be reaching out soon to cover your review. (If local book in office review) . You may get a email from Allstate with a survey in the future and our goal is to strive for 9s and 10s. It would mean a great deal to us for you to take the time to complete. If you send me a email when you are done we will donate $10 on your behalf to a charity of your choice.  Thank you so much for your continued business.

Multipolicy Discount Checklist Review:

For Discount purposes which of the following do you currently insure? The more yeses you give me, the more discounts we can potentially provide.

Assets Review:

It looks like when you signed up with us we matched your prior insurance provider on some of your coverages. What I would like to do is ask a few quick questions to make sure you have the right protection.

Thank them for thier business, Ask for Referrals, and Discuss the Survey:

We will be reaching out soon to complete cover your review findings. (If local book in office review) You may get a email from Allstate with a survey in the future and our goal is to strive for 9s and 10s. It would mean a great deal to us to complete and fill out. If you send me a email when you are done we will donate $10 on your behalf to a charity of your choice.  I want to take the time to thank you very much for your time and continued business.