Hi may I speak with __________? Hi _________, this is AGENT NAME, I’m calling from XXX car insurance, I’m just calling to verify your information so we can provide you with updated auto insurance quotes, I show your name as NAME and your address as ADDRESS in CITY, STATE, and the zipcode is ZIPCODE I also have your email as EMAIL@EMAIL.COM, is this correct?
Thank you, and what is your marital status? (single or married).
Are there any additional drivers we should include? (if yes get name, date of birth) .
We understand people’s vehicles often change, so what vehicle do you currently insure? I just need the year, make and model.
Are there any additional vehicles? (if so need the year, make and model).
Are you currently a homeowner? (own/rent)
And who is your current car insurance company?
Thank you, and finally I have your date of birth listed as/what is your date of birth? (if not listed in contact info)
To make sure we can save you the most money we will have a local insurance agent contact you so that you receive the best rate and coverage possible. Thank you for your time and have a great day.
Side Note: This script works great with a web-based lead form, you can quickly create a form that follows this format in Google Docs and will deliver results to an online spreadsheet that updates in real time.