Taking Calls

1
Thank you for calling American Financial Solutions; how Can I Help You? Are you calling for a quote, policy Service, to make a payment or something else ?* This field is required.
Quote New Client to office
Make a Payment
Policy Change or A Quote to your current Auto policy
Policy Change or A Quote to your current Home policy
Returning a Call
Other Type of Call - Take message and Notes
Calling to talk Specify person and not a Payment - Change or Quote
2
May I get your Name on policy for Payment
First Name
Last Name
3
Your Phone number
Please enter a valid phone number.
4
Is there someone you have been working with at the office already
Matilda
Laura
Art
Ana
Other Not listed
5
I will need to gather some additional information so that the office can get back to you. Would that be okay?Call office to do a Call Transfer Matilda 110 Laura 120 Ana 145 Art 115
Yes Take Message
No will not give info and will call office back
6
Do You Know when Your Payment is due
Yes Due Today
Yes in the next few days
No - Just Know Bill is Due
No Calling to Find out when and How much
7
Is That Policy a Auto , Home, Business
Auto
Home
Business
Other not listed
8
Do you know the name of the insurance Company your making payment for ?
9
How will you be making your payment?http://www.afsins.com
Card
Check over the phone
Pay at Office cash
Other
10

Let Me Get you payment Information ?

*If Caller will not Give Payment Information skip hitting link below and go to next page

Please Click link to get Payment Info
11
Did you get Card Info
YESNO
12
Did you get Bank Info
YESNO
13
Are there any other details I can pass along?
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Ok
14
I'll pass this message along to the office and they'll return your call as soon as they're able to. Would you need to contact your policy carrier immediately to make a payment or change ? I can provide their direct number to you if you like . Thanks for giving us a call Just a remainder no Policy Change or Payments will be done or completed until office calls, texts or email conformation Give caller phone number for their insurance Reference List: Dairyland Insurance : 800-334-0090 Progressive Insurance : 877-776-2436 Safeco Insurance : 866-472-3326 Travelers Insurance : 877-872-8737 Utica Insurance ; 800-598-8422 Foremost Auto / Bristol West : 888-888-0080 Hartford Insurance : 877-624-5578 Main St Insurance : 877-927-5672 Mapfre Insurance : 800-222-2114 Farmers / Met Life : 800-422-4272 Omni insurance / Good to go : 800-777-6664
YESNO
15
Who is message for or asked to work on Client
Office Va is working on
Laura
Matilda
Liz
Art
Any one at Local Office to Handel
16
May I get your Name -on your Auto policy for change Change Name
First Name
Last Name
17
Your Phone number
Please enter a valid phone number.
18
Is there someone you have been working with at the office already ?
Matilda
Laura
Art
Liz
Other not Listed
19
I will need to gather some additional information so that the office can get back to you. Would that be okay?
Yes Take Message
No will no give info and office will call back
20
Will you be adding an Auto to the Policy or replacing and Auto ?
Adding Auto to the policy
Replacing An Auto
Need to get a Price before making any changes to the policy
Just looking to Get a Quote only on a new car
21
If Replacing an Auto What Auto are you Replacing ?
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Ok
Ok
22
Do you know the date the auto has to be added to your policy?
23
What type of coverage are you looking for?
Liability Only needed
Full Coverage & Liability same as current policy
500 ded on Collision
500 FG on Comp
Towing
Roadside
24
What is the year, make and model of the vehicle?
25
And what is the vehicle's VIN?
26
Will you have a loan or lease?
Loan
Lease
None
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Are you buying the auto from a dealer?
Buying from a dealer
No other
28
May I have the dealer's name?
29
What is the dealer's phone number ,email or Fax Number ?
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Ok
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Are there any other details I can pass along?
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Large
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Small
Ok
Ok
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I'll pass this message along to the office and they'll return your call as soon as they're able to. If you need to contact your policy carrier immediately to make a payment or change I can provide their direct number. Thanks for giving us a call Just a remainder no Policy Change or Payments will be done or completed until office calls, texts or email conformation Give caller phone number for their insurance Reference List: Dairyland Insurance : 800-334-0090 Progressive Insurance : 877-776-2436 Safeco Insurance : 866-472-3326 Travelers Insurance : 877-872-8737 Utica Insurance ; 800-598-8422 Foremost Auto / Bristol West : 888-888-0080 Hartford Insurance : 877-624-5578 Main St Insurance : 877-927-5672 Mapfre Insurance : 800-222-2114 Farmers / Met Life : 800-422-4272 Omni insurance / Good to go : 800-777-6664
YESNO
32
Who is message for or asked to work on Client
Office Va is working on
Laura
Matilda
Liz
Art
Any one at Local Office to Handel
33
May I get your Name on your home policyChange Name
First Name
Last Name
34
Your Phone numberChange Phone
Please enter a valid phone number.
35
Is there someone you have been working with at the office already
Matilda
Laura
Art
Liz
other not listed
36
I will need to gather some additional information so that the office can get back to you. Would that be okay?
Yes Take Message
No will no give info and office will call back
37
When does this change have to be done to your home Policy ?
38
Is there a new mortgage company?
YESNO
39
Will you be needing proof of insurance set to someone ?
YESNO
40
Who will be needing the proof of insurance ?Get the Following Contacts Name Phone Number Email Fax Number
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Ok
41
Do you Have the Mortgage loan information ?If they have information get loan information mortgagee clause If not we can get from who is asking for proof of insurance
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Ok
Ok
42
Are there any other details I can pass along?
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Large
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Small
Ok
Ok
43
I'll pass this message along to the office and they'll return your call as soon as they're able to. If you need to contact your policy carrier immediately to make a payment or change I can provide their direct number. Thanks for giving us a call Just a remainder no Policy Change or Payments will be done or completed until office calls, texts or email conformation Give caller phone number for their insurance Reference List: Dairyland Insurance : 800-334-0090 Progressive Insurance : 877-776-2436 Safeco Insurance : 866-472-3326 Travelers Insurance : 877-872-8737 Utica Insurance ; 800-598-8422 Foremost Auto / Bristol West : 888-888-0080 Hartford Insurance : 877-624-5578 Main St Insurance : 877-927-5672 Mapfre Insurance : 800-222-2114 Farmers / Met Life : 800-422-4272 Omni insurance / Good to go : 800-777-6664
YESNO
44
Who is message for or asked to work on Client
Office Va is working on
Laura
Matilda
Liz
Art
Any one at Local Office to Handel
45
Is there someone you have been working with at the office already
Matilda
Laura
Art
Liz
Other Not Listed
46
May I get your Name to Take a Message
First Name
Last Name
47
Your Phone numberChange Phone
Please enter a valid phone number.
48
Are there any details or message I can pass along?
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Ok
Ok
49
Who is message for or asked to work on Client
Office Va is working on
Laura
Matilda
Liz
Art
Any one at Local Office to Handel
50
Is there someone you have been working with at the office already -Quote
Matilda
Laura
Art
Liz
Other Not Listed
51
What Type of quote your looking to get
Auto
Home
Commercial
Other
52

What Type of quote are your looking to get ?

*Click Photo to get Auto - Home - Business Quote Page or

Hit Next to take a Message for any another type of Quote needed
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