Secret Shopper Call Scenario Profiles to choose from when calls are to be launched
Please Note: Properties to be selected and supplied by the client once caller is chosen.
You can select your secret shoppers by completing this form.
Personal Line Callers:
When choosing a property for the caller you can use the following websites:
*Input the town and state, filter out the sections for property type and then choose a property that best fits.
PLEASE NOTE:
*If you would like your secret shopper call to be to a random agent, in the agent name just put Random as the name and the preferred phone number.
**You are not able to change the callers scenario details, if for any reason you need to please email sscalls@agencyperformancepartners.com to discuss (*an additional fee will be applied to that request)
Noreen Johnson
- Moving to area for a new job opportunity
- Looking to rent an apartment, condo, or townhouse
- Primarily needs auto insurance
- Source: Google Search
- Objection: Shopping around for best price
Stephanie Rotella
- Moving to area to relocate for husbands new job
- Savvy Stay at home mom of three girls
- Purchasing a home in the area
- Primarily looking for homeowners
- Source: Drove by the office
- Objection: Let me talk to my husband
Jennifer LaChance
- Relocating for husbands new job
- Looking to rent an apartment, townhouse, or condo
- Stay at home, homeschooling mother of four children
- Primarily looking for auto
- Source: Google search
- Objection: Mainly price
Lisa Groener Baker:
- Moving to be closer to family
- Mom of two boys who enjoy boating and traveling in their camper
- Purchasing a home in the area
- Primarily looking for homeowners
- Source: Google Search
- Objection: Getting other quotes
Caitlin Sprague
- Moving to the area for husband's new job
- Purchasing a home in the area
- Primarily looking for homeowners
- Source: Husband's new co-worker but cannot remember the name
- Objection: Has to talk to Husband
Melissa Hedman
- Moving to relocate for husbands job
- Stay at home mom with 1 toddler son
- Primarily looking for home insurance
- Google search as source
- Objection best price for coverage and let me speak to my husband before making that final decision
Commercial Line Callers:
When choosing a property for the caller you can use the following websites:
*Input the town and state, filter out the sections for property type and then choose a property that best fits.
To choose a commercial property for the quote use this website:
Noreen Johnson: *(Only choose if you did not select her for personal lines)*
- Moving my business into a new office building
- Leasing a commercial/ storefront property
- Renting an apartment, condo, or townhouse currently
- Source: Internet Search
- Objection: Mainly price
Stephanie Rotella (do not select if you select her for personal lines)
- Savy stay at home Mom with 3 girls Venturing into the Jewelry business
- Husband is moving to the area for work and is contemplating opening a storefront as her kids are getting older.
- Looking to rent a store front
Suzy Chopper
- Personal Trainer and Nutrition Coach moving to the area to open a small gym focused on strength and mobility,
- Full time care giver of 32 year old son that was injured in a near fatal accident
- Objection -price
Stephie Seeds
- Have 3 grown children & 2 grandkids
- Was a stay at home mom/grammie & it has always been my passion to photograph professionally.
- Renting an office space in an older building with other occupants that are florist, esthetician, wedding planner.
- Need it quick for Landlord - never had business insurance before, but now that she is moving into a space they require it.
- Objection - need it fast - have already called a couple places - Have a lot of equipment, but focused on liability.
Please contact Therese Potter with any questions at sscalls@agencyperformancepartners.com