Sample Auto Script from HBW Leads - Auto Insurance Lead Qualification Call Script - introduction to wrap up

Sep 22, 2026

Upload by Eliana

Auto insurance telemarketing call script for HBW leads, guiding an agent from greeting and permission to obtain a comparison quote through lead qualification. It includes conditional pathways for households with prior tickets or accidents in the past three years, followed by core qualifying questions covering current carrier tenure, monthly vs semi-annual payment, number of vehicles, vehicle year/make, commute miles, and coverage type. For liability-only and full-coverage scenarios, it collects liability limits or deductibles, plus home ownership details, address verification, and policy holder and additional drivers' personal information, then closes with scheduling a callback and requesting the current declaration page.

LanguageEnglish

CategoryHealthcare

FormatPDF

Pages2

Reading Time5 min

AccessFree to download

INTRODUCTION

QUALIFYING QUESTIONS

WRAP UP

Sample Auto Script from HBW Leads INTRODUCTION "Hello [first name], this is [telemarketer name] calling with [agent company] Insurance. I am calling to offer a free, no obligation comparison quote on auto insurance... But first, has anyone in your household had any tickets or accidents in the past 3 years?" If Yes: -Accidents: "Were you at fault? How long ago?" -Tickets: "What was the ticket for? Who got it?" If No: - (Go to Qualifying Questions) QUALIFYING QUESTIONS - "Who are you currently insured with?" - "How long have you been with (insurance company)?" - "Do you know how much you pay? Is that monthly or semi-annually? - "How many vehicles do you have in the household?" - "What is the year and make for the vehicle that you drive?" - "How many miles is it driven to work or school each day one way?" - "Do you have full coverage or liability?" FOR LIABILITY ONLY: - "What are your liability limits" (25/50/100/300 does that sound familiar?) FOR FULL COVERAGE ONLY: - "What is your deductible?" (250, 500, 1000 does that sound familiar?) - "What are your liability limits? (25/50/100/300 does that sound familiar?) - "Do you OWN or RENT your home?" - If RENT: "Would you be interested in receiving a free renter’s quote?" - If OWN: "What is the square footage of your home? (Bedroom/Bathroom)" - "What year was your home built?" (Decade at least) - "Are you still living at ?" (Verify the complete address including zipcode) - "What is your Middle Initial?" - If Additional Drivers: "What are their name(s)?" - "What is your date of birth? (All drivers' date of birth on policy?) - "What is alternate phone number where you can be reached?" - "What is your E-mail address...In case we can not reach you by phone?" - "What is the best time to reach you?" WRAP UP "That's all we need right now, [first name] . [Insurance company] will be giving you a callback within 2 to 3 business days to go over the quote they have prepared and may possibly need to ask you a couple more questions about the information you've given me. If you could have your current policy declaration page available when they call, it will ensure that you receive the most accurate information. Does that sound okay?" (Must Say "YES" To Be Counted as a Lead) "Thank you very much for your time and have a great evening."

FAQs

What is the purpose of this auto script for HBW leads?

It is used to contact prospects, confirm eligibility, and collect information to prepare a free, no-obligation auto insurance comparison quote.

What happens if a prospect reports accidents or tickets in the past three years?

The script asks follow-up details such as whether the driver was at fault, how long ago the incident occurred, what the ticket was for, and who received it.

What information is collected for full coverage versus liability only?

For liability only it collects liability limits, while for full coverage it collects the deductible and repeats liability limits, then gathers home ownership and property/address details plus driver information.

Sep 22, 2026

Upload by Eliana