Test quote form

Say this to every Ramsey referral: “We have been Dave Ramsey’s endorsed insurance agency for many years. If you are a fan of Dave Ramsey then we have the same values. We sponsor a high school to go through Ramsey Education, too. It’s pretty cool.”

**Note for agent: Find out what is most important to them, so we can truly help them! This is critical if we want to make the sale. Ask EVERYONE this question unless they are current clients already.

If they say yes, ask “Which company is coming in best so far?” When you try to get their current coverage pages, try to get the new quotes instead. If they say that they are getting other quotes, you can say “you don’t need to call anyone else. We will go to all our companies and find your best option and we will take very good care of you.”

NOTE TO AGENT: Most auto insurance policies automatically come with custom equipment at $1,000, so if it is under $1,000, we don’t need to worry about it.

NOTE TO AGENT: People can possibly have strange situations. If they have a strange situation, type it here and discuss it with Jared. They might think they are set up properly, but they are not experts.

MOTORCYCLES: 1) Year/Make/Model, 2) VIN, 3) Number of cc’s, 4) Who drives it? 5) Does the driver have a MC endorsement on their license? 6) Number years motorcle driving experience. TRAILERS: 1) Year/Make/Model, 2) Value, 3) How many feet long is it? 4) Is it a camper trailer, a flat bed trailer or an enclosed trailer, or CAMPING POPUP trailer or 5th WHEEL CAMPING TRAILER? 4) Is the trailer used for a business?, 5) VIN (We don’t officially need the VIN until we start the insurance policy, just in case they don’t have it while we are doing the quote) SPRINTER or CAMPER VAN: 1) Year/Make/Model, VIN (We don’t need the VIN for quoting, we just need it before we submit the app), 2) Was it converted to a camper, if yes was it done by a professional company? 3) What is the value? 4) What modifications were made? 5) Do you rent it out to others? CLASSIC CAR: 1) year/make/model/VIN, 2) what is the value? 3) Is it stored in a garage? 4) Is it in “show car conditoin?” 5) How many miles do you drive each year? 6) Is it currently insured on a “Classic Car” insurance policy? BOAT: *ask these initial questions first. If it looks like we will sell the policy, have them fill out the boat form.* For the BOAT, ENGINE, and TRAILER, we need; 1) year/make/model 2) VIN (called HIN for a boat) 3) Current value 4) BOAT length 5) top speed RV/MOTORHOME: 1) Year/Make/Model/VIN, 2) How many feet long is it? 3) How much is it worth? 4) When did you purchase it? 5) Does it have any slides? 5) Do you or will you rent it to others? If a vehicle is used for business or titled in business name: 1) Is there any signage on the vehicle?, 2) Do employees ever drive the vehicle?, 3) just to confirm, is it titled in the business name?, 4) Do you have a the vehicle currently on a commercial auto insurance policy?

We work wtih MANY insurance companies. Every company has different rules when it comes to other people living in the home who have a drivers license. We just find out your situation and make sure that you are insured properly. The most important thing is this: If you are involved in a large claim, we want to make sure that the company pays everything and there are no problems at all.

When were the plumbing, heating and electrical systems last updated?

If yes, read this: “Some insurance companies give a small discount for a Class 4 Hail Resistant roof. We can give you the discount now, but the insurance company will need a certificate from a roofing company that proves that it is a Class 4 hail resistant roof. They need the certificate within a couple weeks, or else they will remove that discount.

Dogs: how many, breed and do they have bite history, Horses: how many, do they do any boarding or business activities with the horses, other animals: how many