SectionQuestion LongQuestionYESNONA
OpeningGreetingDid the agent use the greeting script?
OpeningBrandingDid the agent properly brand the call?
Account VerificationAccount NumberDid the agent verify the account number?
Account VerificationSSNDid the agent verify the last 4 of SSN?
Data GatheringGathering Product InformationDid the agent ask the necessary question/s to identify the type of insurance to provide?
SalesDiscussed offersDid the agent discuss the policy offers?
SalesQuoteDid the agent provide the quotation through email?
SalesSales pitchDid the agent gave the proper sales pitch?
SalesCollect necessary dataDid the agent collect the necessary data for the sale?
ClosingSummarize the CallDid the agent completely summarized the call?
ClosingThank youDid the agent properly thanked the customer?
ClosingEnd the callDid the agent properly end the call?