Just Ask!

• Check for Policy Lines as soon as client is located!

Start handling request before asking:

• Have we ever quoted “your ________ policy before”? After they answer offer to quote as there is NO obligation. Quotes are Free!

Questions

• Is your auto with Erie? • Did you know Erie offers a life policy discount? Do

you have Life insurance right now? • Is there any other insurance we can help you

with? • If we can provide you with as good of coverage or

even better, would you be interested in getting a quote?

Always put the discount in terms of saving $

More Questions

• If a client has both auto and home, compliment on having good coverage and ask if they have ever thought about a PCL , Life , Toys?

• Have we ever looked at an umbrella for you? • Express that a 1 million umbrella policy is

generally under $250 for A LOT of coverage. You have worked all your life to build your current level of assets, isn’t is worth spending a few hundred dollars to protect that?

If Erie Secure – can offer discount for having PCL

Umbrella Incentive Program

Umbrella Policies For Everyone!!

Don’t Leave Our Clients Unprotected

Umbrella polices go great with Home and Auto Insurance

“Umbrella Insurance protects you when your home liability runs out.”

“Umbrella Insurance covers every aspect of your life.”

“I see you don’t have an

umbrella insurance

policy with us…

Would you be interested in

protecting your assets from

liability claims?”

For example…”

Let’s Work Together & Protect Our Clients!

Personal: 7 Sold Umbrella Leads Commercial/FS: 3 Sold Umbrella Leads

Bonus • Your Very Own Miller’s Umbrella!

• A $50 Gift Card

• A “Save It For a Rainy Day Card” good for a half day of Paid Time Off!

Umbrella Incentive Program

Department requirements for bonus:

If we get 40 sold umbrella leads with 100% participation we will have a catered breakfast

for all account managers!

Group Umbrella Incentive