Dave Ramsey Employee Interview Dave Ramsey Employee Interview This is the quote form that the employee gives to customer to get a quote As we interview the person, we must tell them what we are going to do for them. We will make it so that they will not want to call any other companies after they speak with us. SCRIPT: Thank you for allowing us to find your best insurance option. Most insurance agents represent only one insurance company. For example, State Farm, Farmers, Allstate or American Family agent only represents that one company. If you walk into their office, they only have that one company on the wall. We're different. We represent MULTIPLE companies. We go to each of our many insurance companies to find the very best option. If you walk into our office, there are many companies on our wall. It makes a big difference in being able to find the best option for our clients.Today's Date Date Format: MM slash DD slash YYYY Name of InterviewerJared UllrichRana PlocherHugh MillerShelley FinkSarah LeeShannon GroschLillie HunterMakayla MullinixSpencer FerrinHolly ChappellTom UllrichHannah KamJeffery MarshBrady MaughanNew EmployeeCustomer InformationWhat is your first and last name?* First Last What is your date of birth?Month123456789101112Day12345678910111213141516171819202122232425262728293031Year2022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920What is your best phone number?Is the phone number a cell, home, or work phone?CellHomeWorkWhat is your best email address? How did you hear about us?Dave RamseyRealtorLoan OfficerGoogleCurrent clientUllrich friendFriendFamily member...(...)...Name of Realtor?Name of Loan Officer?Name of their company?Name of person who referred you?The relation (co-worker, friend, etc)How do you feel about your current insurance situation?Have you gotten any other quotes? If yes, what is the company & price?What do you do for work?What is the name of the company that you work for?Are you married or single?MarriedSingleSeparatedDivorcedWidowedDomestic Partner...(...)...What is the name of your spouse? First Last What is their date of birth?Month123456789101112Day12345678910111213141516171819202122232425262728293031Year2022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920What is their best phone number?What is their best email address What do they do for work?What is the name of the company that they work for?Between you and your spouse, does one of you have better credit than the other?Is this a home that you already own, or are you in the process of buying it?Already ownedProcess of buying...(...)...What is the address of the new home Street Address Address Line 2 City State AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific ZIP Code What is the date when you will be closing on your new home?Month123456789101112Day12345678910111213141516171819202122232425262728293031Year2022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920Approximately, how much is your purchase price?Approximately, how much is going to be your loan amount?What is the address where you currently live? Street Address Address Line 2 City State AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific ZIP Code Residence typeSingle Family DwellingCondoApartmentMobile HomeCo-opTownhouseRowhouseOtherDo you own or rentOwnedRented/LeasedLive with ParentsHow many years have you lived there?Address of prior residence Street Address Address Line 2 City State AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific ZIP Code Number of years at prior address?Which type of policy are we doing? Home or Auto? Home Auto ...(...)... Cross sale script: The largest discount that we have access to is called the 'bundle discount.' This is if we can bundle your home and auto insurance together. Would you be opposed to us looking at your home to see if it would make sense to put them together in a package? Home SectionIs this home going to be your primary residenceYesNoHow is the property used?Secondary residenceRental propertyFix and FlipOther...(...)...Will it ever be used as a short term rental? (Airbnb, etc)YesNoWhen do you plan on selling the home?Month123456789101112Day12345678910111213141516171819202122232425262728293031Year2022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920What exactly will you do to the home to renovate it?How much will you spend on renovations?What utilities are on and which are off?Will this property be owned in your personal name or will it be owned in the name of an LLC?Personal nameLLCWhat is the name of the LLCDetails? (How is it being used?)Is the property brand new construction?YesNoWhat is the approximate year that the home was built?How many stories above ground?How much square feet above ground?How many bathrooms?Are the kitchen or bathrooms "custom"? (high end finishes, etc)What percentage of the basement is below the first foor?How many car garages does it have?Does it have a deck?YesNoHow much square feet is the deck?What type of heat does it have?Approximately, what year was the heating last replaced?Approximately, what year was the plumbing last updated?include any details if they know any or even if they don't know the year.Is the plumbing copper or galvanized in the walls?CopperGalvanizedApproximately, what year was the electrical last updated?include any details if they know any or even if they don't know the year.Does your electrical system have fuses, or is it a circuit breaker?FusesCircuit breakerIs your roof a normal asphalt roof?YesNoWhat type is it?What year was the roof last replaced?If you look at the roof from the street, is there anything that you see that is not perfect?Is the roof a 'class 4 hail resistant' roof?YesNoDo you have documentation that you could possibly send to us about the 'class 4' roof?Is the home in the city limits?YesNoHow many miles is it to the nearest fire department?Is there a fire hydrant within 1000 feet of the home?YesNoAre you on well or city water?WellCityAre you on a paved road?PavedUnpavedHow much land do you have?Do you have any animals? (details?)Number of homes you can see from home?What is the primary source of heat?Do you do any business activities at all on your property?What type of siding is on the outside of the home?Is there a basement?YesNoIs the basement finished? If not, how much completed is it?Is there a crawl space?YesNoIs there a trampoline?YesNoDoes it have a net around it?YesNoIs there a swimming pool?YesNoIs there a diving board?YesNoIs there an air conditioner?YesNoIs there a swamp cooler?YesNoIs there a fireplace?YesNoIs is wood or burning gas?WoodGasIs there a free standing wood or pellet burning stove?YesNoWhat kind of stove?Is the stove in a detached building or is it in the main home?Does it look like it was professionally installed?Do you have any dogs?YesNoHow many do you have?What are the breeds?Is there any bite history?Is there a business on the property where customers go in and out?YesNoWhat is the business?How many people come to your home each week because of it?Is there a security system that is monitored by an alarm company?YesNoWhat is the name of the company that monitors it?Is there a smoke or fire alarm connected to the system?YesNoAre there any solar panels?YesNoDo you own them or do you lease them?What is the value of the system?Do you have any individual items that are worth more than $1500?YesNoWhat type of collection is it, and what is the value of the entire collection?What are the names and values of the most expensive pieces?Do you currently have these items scheduled on your homeowners insurance policy?YesNoHave you had any homeowners insurance claims in the past 5 years?YesNoDetails? (what and when)Will you ever rent your home or any part of it as an Airbnb or a short term rental?YesNoScript: Because there are so many coverages on a homeowners insurance policy, the only way that we can do a proper comparison for you is if we know every coverage. How hard would it be for you to send your current homeowners insurance coverage pages to us?They will read the coverages to us over the phone.They will email the coverage page to us.OtherDetails?Which homeowners insurance company are you with now?Annual premiumDwelling amountOther structuresPersonal propertyLiabilityMedicalDeductibleScheduled jewelry or property?Water backupHome policy effective and expiration datesAuto sectionNumber of drivers in household?Driver 1 name and relationshipNeeds to be the person being interviewed.Driver 2 name and relationshipShould be the spouse or partner of the interviewee.Driver 3 name and relationshipDriver 4 name and relationshipDriver 1 date of birthMonth123456789101112Day12345678910111213141516171819202122232425262728293031Year2022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920Driver 2 date of birthMonth123456789101112Day12345678910111213141516171819202122232425262728293031Year2022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920Driver 3 date of birthMonth123456789101112Day12345678910111213141516171819202122232425262728293031Year2022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920Driver 4 date of birthMonth123456789101112Day12345678910111213141516171819202122232425262728293031Year2022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920Driver 1's license numberDriver 2's license numberDriver 3's license numberDriver 4's license numberDriver license state (1)Driver license state (2)Driver license state (3)Driver license state (4)Any tickets or accidents within the past 5 years? (1)Any tickets or accidents within the past 5 years? (2)Any tickets or accidents within the past 5 years? (3)Any tickets or accidents within the past 5 years? (4)Are they a student? (1)YesNoAre they a student? (2)YesNoAre they a student? (3)YesNoAre they a student? (4)YesNoWhat school do they go to? (1)What school do they go to? (2)What school do they go to? (3)What school do they go to? (4)Do they have a GPA of 3.0 or greater? (1)YesNoDo they have a GPA of 3.0 or greater? (2)YesNoDo they have a GPA of 3.0 or greater? (3)YesNoDo they have a GPA of 3.0 or greater? (4)YesNoAre they more than 150 miles from home WITHOUT a vehicles at school? (1)Are they more than 150 miles from home WITHOUT a vehicles at school? (2)Are they more than 150 miles from home WITHOUT a vehicles at school? (3)Are they more than 150 miles from home WITHOUT a vehicles at school? (4)What does driver 3 do for work?What does driver 4 do for work?What is the name of the company that they work for? (3)What is the name of the company that they work for? (4)How many miles is it one way to work?How many miles is it one way to work?How many miles is it one way to work?How many miles is it one way to work?Does this driver drive for Uber or Lyft? (1)YesNoDoes this driver drive for Uber or Lyft? (2)YesNoDoes this driver drive for Uber or Lyft? (3)YesNoDoes this driver drive for Uber or Lyft? (4)YesNoDetails? (1)Details? (2)Details? (3)Details? (4)Number of vehiclesYear make and modelYear make and modelYear make and modelYear make and modelVin for vehicle 1Vin for vehicle 2Vin for vehicle 3Vin for vehicle 4Who drives this vehicle?Who drives this vehicle?Who drives this vehicle?Who drives this vehicle?Approximately how many miles are driven annually? (The average is 12,000)Approximately how many miles are driven annually? (The average is 12,000)Approximately how many miles are driven annually? (The average is 12,000)Approximately how many miles are driven annually? (The average is 12,000)Any custom equipment?Any custom equipment?Any custom equipment?Any custom equipment?Script: Because there are so many coverages on an auto insurance policy, and because every coverage is very important, the only way that we can do an accurate comparison for you with all our insurance companies is if we know which coverages that you have. How hard would it be for you to email the coverage pages to me?They will read the coverages to us over the phoneThey will email the coverage pages to usOtherBodily injury and/or property damage (1)Bodily injury and/or property damage (2)Bodily injury and/or property damage (3)Bodily injury and/or property damage (4)Medical (1)Medical (2)Medical (3)Medical (4)Comprehensive (1)Comprehensive (2)Comprehensive (3)Comprehensive (4)Collision (1)Collision (2)Collision (3)Collision (4)Uninsured motorist (1)Uninsured motorist (2)Uninsured motorist (3)Uninsured motorist (4)UM PD (1)UM PD (2)UM PD (3)UM PD (4)Roadside (1)Roadside (2)Roadside (3)Roadside (4)Rental (1)Rental (2)Rental (3)Rental (4)Are there any other people who also have a drivers license who live in your household?YesNoWho and what is their relation to you?Do each of them have their own vehicle and auto insurance policy?Do you own any other vehicles other than the one mentioned?YesNoWhat are the other vehicles?Is your name on the registration of all your vehicles?YesNoDetails? (who has registration?)Are the coverages 100% accurate?Was the customer guessing or were they reading off from a copy of their coverages.What is the name of your current auto insurance company?How many years have you been with them?Have you had any lapse in coverage at all in the past 5 years?Do you currently pay monthly or do you pay in full for your policy?MonthlyFullWhat is the price that you pay?Auto policy effective date? Date Format: MM slash DD slash YYYY Auto policy expiration date? Date Format: MM slash DD slash YYYY Who do you want to send the document link to?*JaredLillieHannahShellyRanaSarahShannonTomTest