Introduction – Greet the customer and introduce yourself and the insurance company.
Understand Requirement – Ask about the vehicle, existing policy, expiry date, and insurance needs.
Explain Benefits – Highlight key benefits such as comprehensive coverage, third-party cover, cashless claims, and roadside assistance.
Create Awareness – Explain the risks of driving without valid insurance and the importance of timely renewal.
Handle Objections – Respond confidently to concerns about premium, coverage, claim process, or competitors.
Close the Call – Confirm the customer's interest, collect required details, and guide them toward renewal/purchase.