Script steps

[VISITOR STARTS CHAT]


Hi, my name is [OPERATOR FIRST NAME]. Can I help you with anything today?


[VISITOR STATES REQUIREMENT - EITHER INTERESTED IN INSURANCE OR ADVICE]


OK, are you an existing member?


[1 IS A MEMBER]


Thanks. So I can get a member of the team to contact you, could I take your name, email address and telephone number?


[VISITOR GIVES NAME & CONTACT DETAILS]


Thanks for giving me all that information, [VISITOR FIRST NAME]. We’ll be in touch asap.


[VISITOR SAYS THANKS/CONFIRMS]


You’re welcome. Thanks for visiting!


[2 IF NOT A MEMBER]


OK, no problem. If I could take your name, email address and telephone number, someone from the team will be in touch asap.


[VISITOR GIVES NAME & CONTACT DETAILS]


Thanks for giving me all that information, [VISITOR FIRST NAME]. Would you be interested in becoming a member? Membership starts a just £12 per year, so it's great value.


[IF YES]


Great! We can tell you more about this when we contact you.


[IF NO]


OK, thanks for confirming. We'll be in touch asap.


[VISITOR SAYS THANKS/CONFIRMS]


You’re welcome. Thanks for visiting!