Family Tree Insurance

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Select Customer Behavior

The Skeptic

Questions all claims, needs convincing

The Already Enrolled

Engages well, open to suggestions

The Loyalist

Emotionally attached to their plan and the company.

The Uncertain Senior

Needs simple explanations, repeats questions

The Cost-Conscious Shopper

Interrupts often, raises voice

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Training Call Results

Call Summary

Skeptical Customer

Duration: 12:45

Date: Jun 15, 2023 10:30 AM

Overall Score

88%

Compliant

Good job! Keep it up.

Score Breakdown

Compliance 95%

Sales 82%

Call Transcript

Feedback & Recommendations

Strengths

Excellent handling of initial objections
Maintained calm and professional tone throughout
Proper compliance disclosures were made

Areas for Improvement

Could ask more questions to understand specific concerns
Opportunity to highlight more plan benefits
Try to guide conversation toward enrollment