BEST CORE7 PROPERTY & CASUALTY SCRIPTS

BEST PRIMARY REFERRAL SCRIPTS FOR THE P&C INSURANCE AGENT

P&C Agent To the Realtor AFTER THE PURCHASE OF A NEW CAR

Hi (Client's name), 
It was a pleasure to speak with you. I hope you don't mind me bringing this up, but I always want you to consider me a valuable resource and have a team you can trust working for you. A recent study showed that 75% of people who purchase a new car typically buy a new home within two years. 
How is your relationship with your Real Estate Agent who specializes in first time home buyers?  
(wait for response) 
I'd love to make the introduction to the Realtor on my team if you would find that valuable. Please let me know

Property & Casualty Insurance Agent To the Realtor -NET WORTH CROSS SELL

Hi (Client's name), 
It was a pleasure speaking with you earlier. I wanted to reconnect on something I feel is very important. 
It's always valuable to accurately calculate your net worth. This includes knowing the exact value of your home, as Real Estate can fluctuate as much and sometimes even more than other assets. 
How is your relationship with your Real Estate Agent who specializes in equity assessments?

P&C AGENT-The Insurance Renewal Cross Sell To The Financial Advisor

Hi (Client's name), 
Your insurance is up for renewal. Please give me a call if you have any questions. It always makes sense to review all of your insurances together. How is your relationship with your financial advisor who specializes in insurance?

P&C Insurance Agent- Insurance Review Request

Hi (CLIENT NAME), 
The reason I am reaching out is because in reviewing your current coverages, I noticed that your cars and home are insured with us, but we don't have an umbrella liability policy set up with you. I want to schedule a short meeting/callwith you to review your current situation and identify any coverage gaps that could create a risk for you and your family. How about we talk on Thursday morning at 11 a.m.? 
Sincerely, 
(YOUR NAME)

P&C AGENT-The Umbrella Policy Cross Sell to the Financial Advisor

Hi (Client's name), 
I wanted to follow up after our earlier conversation to let you know about an Umbrella Policy that will protect your property from lawsuits. I apologize for not mentioning it earlier in the process. I value you as a client and want to make sure I am being a valuable resource for you. 
Let me know when would be a good time to discuss this? 
Also, how is your relationship with your Financial Advisor? It is important to review your policies together to make sure they are properly aligned.