Email Managment

Which email is correct.

Email: Elizabeth informed us that she will need a call back in FEBRUARY. Please add her to your list.

We spoke with Elizabeth who informed us that now is not a good time as she has a lot going on with her pet Coco. She said he has had a cough and she is concerned. Please add her to your February list.

We spoke with Elizabeth who informed us that now is not a good time. She is requesting a call back in FEBRUARY. Please add her to your future list.

Which status is correct for THANK YOU calls if a client does not answer and you can not leave a voicemail?

Thank you- left message

Called- no answer/ not home

Left message

Which email is correct?

We spoke to MRS. LINDA to confirm this PHONE REVIEW. MRS. LINDA would like to be called at THE NUMBER ENDING IN 0717 for the review.

We spoke to LINDA to confirm this PHONE REVIEW. LINDA would like to be called at the number ending in -0717 for the review.

We spoke to LINDA to confirm this PHONE REVIEW. LINDA would like to be called at the number ending in 0717 for the review.

What is wrong with this email? I spoke with Karen and she is requesting a phone apt. Please advice. Thank you

They added I and abbreviated appointment

They added I, abbreviated appointment, said please advice and added thank you

They added I, abbreviated appointment and added thank you.

Nothing

What do you add at the end of an email if you need to free text something and the client is not interested

We spoke with Karen she is not interested in doing a review of the policies. She informed us that she is too busy at the moment

We spoke with Karen she is not interested in doing a review of the policies. Please note, KAREN informed us that she is too busy at the moment.

We spoke with Karen she is not interested in doing a review of the policies. Please note, she is too busy.

What do you do if a client requests you to call her husband but you didnt catch the husbands number

Call the office to get the husbands number

Decline other and let the agent number that the mrs asked for us to reach out to her husband and let them know we dont have it

Notate as client busy and try and get the husbands number from the wife another day

What status matches this email "We spoke with Angel who informed us that now is not a good time as she just recently lost her father. She has requested to be places on a furture list."

Not interested

Client requested callback

Decline other

What do you do if you come across a wrong number or a number is not in service

Status the email as wrong number

Uncheck phone number and click unreachable wrong number

Click unreachable wrong number

If you call a client and they start yelling at you over the phone and tell you that they think the call is stupid because the agent keeps increasing their insurance and then hang up what do you type in the email?

We spoke with JON who yelled at us and said the meeting is pointless because you will just increase his insurance. He then hung up on us.

We spoke with JON and he stated that he is not interested in doing a review of the policies.

We spoke with JON who expressed that he was frustrated because of the recent price increases that have been made to his polices. We were unable to schedule an appointment with him as he then hung up. Please feel free to reach out to JON to address his concern.

Do you send an email if a client informed you that they are busy at the moment and need a call another day?

No, unless the agent specifically requested you to

Yes

Email Managment

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