This script is used during an enrollment request from the homeowner.
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GREETING |
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Thank you for calling Membership Services. This is _______________. Who do I have the pleasure of speaking with?
How may I help you today? |
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SITUATION |
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I would like to order/buy a warranty. |
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If conferenced or transferred from a client, Service Partner or any other department, also state: |
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"Please be aware, we are on a recorded line..." |
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TRANSITION STATEMENT |
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I would be happy to assist you with placing a warranty on a property. <capture the caller’s relationship to the warranty>. |
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VERIFY NEED |
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Are you working with or were you referred by a real estate agent? ( If yes, capture the information). When is your closing date? |
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PLANT SEED |
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We’re glad that you called/We appreciate your call! Having a home warranty is a very smart investment. It will provide peace of mind by protecting you against expenses associated with the unexpected failure of your home systems.
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QUALIFYING QUESTION |
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What state is the property in? Choose one question and respond appropriately with BOW <see attachment>:
How old is your home?
How old are your appliances?
How many air conditioning units do you have?
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ASSUME THE SALE |
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All I have to do is gather some information and we’ll get you enrolled right away. This process is really easy and won’t take long to complete.
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WANTS TO BUY |
DOES NOT WANT TO BUY |
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<proceed to VERIFY>
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If I may ask, is there any particular reason why?
<address concerns with appropriate rebuttals and if
Homeowner changes their mind and wants to buy now, proceed to VERIFY> <if Homeowner cannot be converted, proceed to CLOSE CALL> |
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VERIFY |
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BDW, ODW |
REFINANCE |
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What is the property address, including the city, state and zip code?
<search to avoid duplicate enrollments and write down complete address, then proceed to appropriate workflow below, verifying information that is already in the system and adding information that isn’t>
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What is the property address, including the city, state and zip code?
<search to avoid duplicate enrollments and write down complete address, then proceed to appropriate workflow below, verifying information that is already in the system and adding information that isn’t>
May I please have the reference number located on your offer letter/brochure? <also known as CCM number> |
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If the property is not in the system, begin the enrollment process following the appropriate workflow below. |
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Buyer Direct Warranty (home purchased within 30 days) |
Open Direct Warranty ( home purchase more than 30 days ago) | |||
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>What is the first name of
the person who will be on the warranty?
> Is there a middle initial?
> Please spell the last name. >What is the home telephone
number?
>Is there a work or
alternate telephone number? > Is there an alternate
mailing/billing address?
>Will there be anyone else
on the contract? >Who is the agent on the
transaction? [obtain office name, address, phone number to locate
the correct member broker number] >Is this a single family or
multi-dwelling home? [ Dwellings used in whole or
in part for commercial purposes or Homes listed in any historical
register, including National Register of Historic Places are not covered.] >Is this a residential property? If yes,
continue gathering enrollment information. If no, say: "Because the
property is not used for residential purposes I am unable to complete the
enrollment." Go to Close. |
>What is the first name of the person who will be on the warranty? > Is there a middle initial? > Please spell the last name. >What is the home telephone number? > Is there a work or
alternate telephone number? > Is there an alternate
mailing/billing address? >Is this a single-family or
multi-dwelling home? [Dwellings used in whole or in part for commercial purposes or Homes listed in any historical register, including National Register of Historic Places are not covered.] If yes, continue gathering enrollment information. If no, say: "Because the property is not used for residential purposes, I am unable to complete the enrollment." Go to Close. |
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MENTION OPTIONS |
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"Mr./Ms. _______________, this plan offers additional or optional coverage
that can be added during the first 30 days of the warranty. For
example, <refer to state matrix – a/c, heating, hot water heater, toilets,
refrigerator, swimming pool, well pump, outside line coverage etc.>. Are there any additional OR optional items that you
would like to add to your Cinch warranty contract today?
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ADVISE |
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Mr./Ms. _______________, the total cost of your Cinch home warranty <including additional and/or optional coverage items> is $______. |
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TYPE OF PAYMENT |
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Credit/Debit Card Which credit card will you be using? For your convenience, we take MasterCard, Visa, American Express, and Discover cards. Mail in Check "I will note that you will be sending in a check to us in the amount of $______.
Please be sure to include your warranty number on the check for reference. Your warranty number is <provide 8-digit contract number> |
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AUTO-RENEWAL (ODW ONLY - CREDIT AND DEBIT CARD PAYMENTS ONLY) | ||||
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<Customer Name>, we understand how important your Cinch warranty is for <property address> and that you don’t want to experience an accidental lapse in coverage because of expiration.
To make sure that does not happen, Cinch home warranties are set up for auto-renewal. Is that OK? |
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If Yes: |
If No: |
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<Customer Name>, thank you for taking advantage of our automatic renewal feature for your Cinch warranty.
You will continue to have peace of mind and protection from unexpected failures in your home.
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Attempt at least ONE rebuttal. If customer still declines, say: <Customer Name>, you are currently protected until
<expiration date> for replacements and repairs
We will send written notice to you at least 60 days prior to the
expiration of your Cinch warranty to remind you that you need to call our
toll-free service number in order to renew your coverage.
<provide toll-free number if requested> We want to make sure that you have continued protection against expenses related to unexpected failures in your time of need.
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CLOSING |
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Warranty Sold |
Warranty Not Sold |
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Do you have any other questions that I can help you with today?
<address and proceed>
Thank you for your business, and please feel free to contact us in the future regarding your Cinch home warranty. We are available 24 hours a day, 365 days a year to provide service whenever you need it.
Have a great day/evening/night.
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Do you have any other questions that I can help you with today?
<address and proceed>
Thank you for considering a Cinch home warranty for your property. Please feel free to contact us in the future if we can be of further assistance. We are available 24 hours a day, 365 days a year to provide service whenever you need it.
<process to follow up at a future date to see if we can make the sale?>
Have a great day/evening/night.
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