Agency Assessment Secret Shopper Call Scenario Profiles

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:

https://www.apartments.com/

https://www.zillow.com/

 *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 Nicole 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

Loryssa Sylvia

  • Moving to area for husbands new job
  • Buying a house in the area
  • Primarily looking for homeowners
  • Source: A co-worker of her husband but she cannot remember who
  • Objection: Mainly price

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

Zoie McCulloch

  • Moving to relocate with friends and start her life somewhere different
  • Currently lives with parents and is in cosmetology school
  • Primarily looking for auto insurance
  • Looking to rent an apartment
  • Source: Google
  • Objection: Shopping around for best 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

Commercial Line Callers:

When choosing a property for the caller you can use the following websites:

https://www.apartments.com/

https://www.zillow.com/

 *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:

https://www.loopnet.com/

 

 

Alexandra De Victor

  • Moving to area to be closer to family once married
  • Fiancé runs small family owned construction business
  • Purchasing a new home that business is also run out of 
  • Primarily looking for General Liability, Workers Comp, & Commercial Auto
  • Source: Google Search
  • Objection - Searching around for best price

Noreen Johnson: *(Only choose if you did not select her for personal lines)*

  • Opening up a high end consignment boutique in the area
  • Purchasing a commercial/ store front property
  • Renting an apartment, condo, or townhouse when she arrives
  • Source: Internet Search
  • Objection: Mainly price

Please contact Nicole Vadnais with any questions at nicole@agencyperformancepartners.com