A salesperson walks a customer named John through three insurance price points (115, 98, 70) and, after learning what he can afford, recommends starting with the lowest tier to avoid strain, with the option to upgrade later. The key: give clear next steps and move straight to the app.
Chapters
Jo John, go ahead and circle the number there that would give you the peace of mind you were looking for but also fit within your budget. Choosing the 98. Okay, and so let me ask you this, John. Say if your fridge went out, say if you had a tough month, because believe me, they're coming, right? Would the 98 still be doable? Should be. Should be? John, can I make a suggestion? Sure. So when you said should be, you know, I'd personally leave a little— I would lose sleep if, um, this was, you know, taking any food off the table. Why don't we start a little bit lower and then we'll see how that fits in your budget, and then we could always add coverage in the future. Is that fair enough, good sir? Okay. Yeah, great. So what I want you to do, John, is I want you to cross out the 115, cross out the 98, and circle the 70, just so there's no confusion. Okay, got it. Great, John. And it— what, do you have a middle initial? Boom, right into the app. No dead space. This is all about transitions.