Approved Campaigns and Scripts
Using Pre-recorded Voice Broadcast
Countrywide Use except AZ and NC
October 2013
Revised October 8, 2013
Page 1
Table of Contents
CATASTROPHE / DISASTER, Page 5
Catastrophe – CD001
Disaster/Emergency – CD002
Tropical Storm / Hurricane – CD003
CUSTOMER EXPERIENCE, Pages 6, 7
Claims Follow Up – CE001
My Account – CE002
Customer Satisfaction – CE003
New Business Call 30-Day Follow-up - CE004
Renewal Thank You (specific to renewal) – CE006
Thank You for Your Business – CE008
Thank You for Renewing Your Policy – CE009
GENERAL AGENCY OWNER OFFICE RELATED, Pages 8 - 10
Announce/Introduce New Financial Professional – GA001
Announce/Introduce New LSP (or Staff Member) – GA002
Announce Office Relocation or the Opening of a Satellite Office – GA003
(Use in conjunction with postcard mailing and if phone number has not changed)
Announce Office Relocation or the Opening of a Satellite Office – GA004
(Use in conjunction with postcard mailing and if phone number is new)
Announce Office Relocation or the Opening of a Satellite Office – GA005
(Use as first notification of new location and if phone number has not changed)
Announce Office Relocation or the Opening of a Satellite Office – GA006
(Use as first notification of new location and if phone number is new)
Book of Business Purchase – GA007
Closing Agency – GA008
In the Neighborhood – GA009
Recruit for Support Staff – GA010
Request to Call Office – GA011
(Can be used only for service-related inquiries)
Announce new Agency Owner – GA012
E-mail Request for Emergencies – GA013
LOYALTY, Page 11
Customer Loyalty – LY001
MAILER ALERTS, Pages 11, 12
Breast Cancer / Teen / Misc. Issues – MA001
Look out for my Newsletter / Direct Mail – MA002
(Item mailed cannot contain solicitation of products or be used as a sales solicitation piece)
Policy Renewal – Pre-Renewal Mailing Follow-Up – MA003
Texting Law in Indiana – MA006
Texting law update – Generic – MA007
SPECIALTY LINES, Pages 13, 14
Boat Safety (Pre-Summer) – SL001
Boat Safety (Generic Boat Safety) – SL002
Boat Safety Tips (Pre-Summer) – SL003 (Prior to using this script, agent should have on hand D9165 Boat Safety Brochure)
Boat Safety (Generic Boat Safety Tips) – SL004
(Prior to using this script, agent should have on hand D9165 Boat Safety Brochure)
Revised October 8, 2013
Page 2
Toy Safety (Pre-Summer) – SL005
(Prior to using this script, agent should have on hand D9159 Motorcycle Safety Brochure, D9165
Boat Safety Brochure)
Toy Safety (Generic Toy Safety) – SL006
(Prior to using this script, agent should have on hand D9159 Motorcycle Safety Brochure, D9165
Boat Safety Brochure)
Motorcycle Safety (Pre-Summer) – SL007
Motorcycle Safety (Generic Motorcycle Safety) – SL008
Motorcycle / allstategarage.com (Pre-Summer) – SL009
Motorcycle Generic / allstategarage.com – SL010
EVENTS, Pages 15, 16
Announcing an Upcoming Community Event – EV001
(Prior to using this script, agent should be knowledgeable regarding event schedule, logistics, etc.
Cannot be a sales event, financial seminar or an event involving solicitation)
Customer Event Invitation - EV002
(Event cannot be held in combination with a sales presentation as the purpose would be to solicit
customers to buy additional products/services)
Open House – EV003
Reminder of an Upcoming Event – EV004
(Event cannot be held in combination with a sales presentation as the purpose would be to solicit
customers to buy additional products/services)
See You There for Customers who have RSVP’d to Upcoming Event – EV005
(Event cannot be held in combination with a sales presentation as the purpose would be to solicit
customers to buy additional products/services)
Trade Show Follow-Up – EV006
(Can only be used with current customers and not for solicitation purposes)
TEEN, Page 17
Teen Safe Driving – TN001
TIPS, Page 17 - 19
Fire Safety – TP001
Flood – TP002
Frozen Pipes/Water Damage – TP003
Hurricane Preparedness – TP004
ID Restoration / Identity Theft – TP005
Rental Car Coverage – TP006
Tornado – TP007
Vacation – TP008
FINANCIAL – IRA – TP009
FINANCIAL - IRA Contribution Reminder – TP010
FINANCIAL - Tax Time – TP011
Recurring Credit Card (RCC Push) - TP012
MISCELLANEOUS, Page 20
eBill Enrollment – MS001
eBill Reminder – MS002
EZ Pay – MS003
HOLIDAY / SEASONAL, Page 21 - 25
Holidays Throughout the Year – HS001
Happy Birthday – HS002
JANUARY
Happy New Year – HS003
Revised October 8, 2013
Page 3
FEBRUARY
Valentine’s Day – HS004
MARCH
Daylight Savings Begins – HS005
St. Patrick’s Day – HS006
APRIL
General Spring Season Greeting – HS007
MAY
Memorial Day – HS008
JUNE
Beginning of Summer – HS009
JULY
Independence Day – HS010
AUGUST
Back to School – Option 1 – HS011
Back to School – Option 2 – HS012
SEPTEMBER
Beginning of Autumn – HS013
Labor Day – HS014
OCTOBER
Domestic Violence Awareness Month – HS015
Halloween – HS016
Happy Halloween – Daylight Savings Ends – Combo Script – HS017
National Breast Cancer Awareness Month (without sending a mailer) – HS018
NOVEMBER
Daylight Savings Time Ends – HS019
Daylight Savings Ends – Happy Veterans Day – Combo Script – HS020
Veterans Day – HS021
Thanksgiving – HS022
Daylight Savings Time Ends, change batteries – HS024
DECEMBER
Holiday Season Greeting – HS023
Revised October 8, 2013
Page 4
Note: The customer opt-out language has been eliminated as these are, and must remain,
purely service calls.
CAT / DISASTER
Catastrophe – CD001
“Hello, it’s (Name), your Allstate agent, with an important message regarding (Disaster/Emergency).
I apologize for this prerecorded message, but our goal was to get this vital information to you as quickly
as possible. Allstate has set up a phone number available 24 Hours a day for you to call if your car or
property has sustained damage. That number is 1-800-54-STORM (1-800-547-8676).
“My staff and I would be happy to answer any questions you may have. You may reach us at (Your
Number) (Days/Hours) or you are welcome to call my cell phone at (Your Number). We understand
that the safety of you and your family is first and foremost. Please let us know if we can help you in any
way.”
Disaster/Emergency – CD002
“Hello, this is (Name), your Allstate agent, with an important message regarding (Disaster/Emergency).
My staff (Name/s) and I understand what a difficult time this may be for you and your family. We are
committed to helping in any way we can.
“Jot down the following important phone numbers to get in touch with Allstate or my agency quickly. Call
1-800-54-STORM (1-800-547-8676) 24 hours a day to report any damage you have sustained. Please
allow us to help if there is anything we can do for you. Just call my agency at (Your Number)
(Days/Hours) or my cell phone at (Your Number).”
Tropical Storm / Hurricane – CD003
“Hello, this is (Name), your Allstate agent, with an important message regarding (Tropical
Storm/Hurricane (Name). My staff (Name/s) and I understand what a difficult time this may be for you
and your family. We are committed to helping in any way we can.
“I apologize for this message; it’s the best way to get this vital information to you as quickly as possible.
As you know, there is currently a potential disaster to the (Area). Allstate has set up a phone number
available 24 hours a day if your car or property has sustained damage. That number is 1-800-54-STORM
(1-800-547-8676).
“As a reminder, many (Area) homeowners have insurance coverage with multiple companies for
structural perils like wind and flood. Be sure and write down your insurance carrier’s policy numbers and
contact information to help you in case of a possible claim after a storm. Also, don’t forget an updated
home inventory. Walking through your house with a video or still camera, documenting all valuable items
is a good start. Put this inventory in a waterproof container along with other important financial and
insurance paperwork to take with you in case you are evacuated.
“My staff and I would be happy to answer any questions you may have. You may reach us at (Your
Number) (Days/Hours) or you are welcome to call my cell phone at (Your Number). We understand
that the safety of you and your family is first and foremost. Please let us know if we can help you in any
way.”
Revised October 8, 2013
Page 5
CUSTOMER EXPERIENCE
Claims Follow Up – CE001
“Hi, it’s (Name), your Allstate agent with a quick message regarding your recent claim.
“I noticed that you had a claim recently. It’s my goal to make that experience as fast and efficient as
possible for you. If you have any feedback or questions for me I’d be happy to hear from you. Just give
me a call at (Your Number). As always, thank you. I appreciate your business.”
My Account – CE002
“Hi, it’s (Name), your Allstate agent with a quick reminder message for you.
“The easiest part of my job is when I can save you time and/or money so I just wanted to remind you that
you can go online to My Account at Allstate.com, 24/7 to pay your bill, check the status of your claim and
much more. If you have any questions or need some help getting started, no problem, I’d be more than
happy to help you. Give me a call at (Your Number). I appreciate your business, and I value you as a
customer. Have a good day.”
Customer Satisfaction – CE003
“Hi, it’s (Name), your Allstate agent with a quick thank you message.
“My goal is to help you make sure your insurance needs are met and you are completely satisfied with the
service we’re giving you. If there’s anything I can do for you, or if you have any questions, please call me
at (Your Number). Thanks for your business, I greatly value you as a customer and I look forward to
helping protect you for many years to come.”
New Business Call 30-Day Follow-up – CE004
“Hi, it’s (Name), your Allstate agent with a quick message and a thank you.
“It’s been about 30 days since you purchased your policy. I wanted to take the time to thank you and let
you know that I am committed to helping you meet your insurance needs. Would you do me a favor and
let me know if there’s anything I can do to improve your experience? I’d be happy to answer any
questions you may have, just call my office at (Your Number). I appreciate your business and look
forward to speaking with you any time.”
Renewal Thank You (specific to renewal) – CE006
“Hi, it’s (Name), your Allstate agent with a quick thank you message.
“The easiest part of my job is thanking customers like you. I appreciate you renewing your (Name
Policy) policy. I greatly value you as a customer and I look forward to helping protect you for many years
to come. If you have any questions or need my assistance I’d be happy to help. Just give me a call at
(Your Number). Thanks again for your business and have a good day.”
Thank You for Your Business – CE008
“Hi, it’s (Name), your Allstate agent with a quick message to thank you for your business.
“Thank you for giving me the opportunity to help you with your insurance. I would be happy to answer
any questions you may have. Please don’t hesitate to call me at (Your Number). My goal is to help you
make sure all your insurance needs are met. I appreciate your business, thank you again.”
Revised October 8, 2013
Page 6
CUSTOMER EXPERIENCE - Continued
Thank You for Renewing Your Policy – CE009
“Hi, it’s (Name), your Allstate agent with a quick message to thank you for your business.
“Thank you for giving me the opportunity to help you with renewing your (Name Policy). I would be happy
to answer any questions you may have. Please don’t hesitate to call me at (Your Number). My goal is to
help you make sure all your insurance needs are met. I appreciate your business, thank you again.”
Revised October 8, 2013
Page 7
GENERAL AGENCY OWNER OFFICE RELATED
Announce/Introduce New Financial Professional – GA001
“Hi, it’s (Name), your Allstate agent with a quick informational message for you.
“As a valued customer, I wanted to let you know that my agency is now working with an Allstate Financial
Professional, (Name). It’s my goal to provide an array of products that protect you today and prepare you
for tomorrow. If you’d like to meet (Name), or have any questions for me just give me a call at (Your
Number) I’d be happy to help in any way I can. As always I appreciate your business.”
Announce/Introduce New LSP (or Staff Member) – GA002
“Hi, it’s (Name), your Allstate agent with a quick informational message for you.
“I wanted to let you know that (LSP or staff member Name) has joined my agency as the newest
member of our team. Our goal is make sure all your insurance needs are met. Please call me or any of
our team members at (Your Number) if there is anything we can do for you. As always we’d be happy to
answer any questions you may have. Thank you for being a valued customer and giving us the
opportunity to help you take care of your insurance needs.”
Announce Office Relocation or the Opening of a Satellite Office – GA003
(Use in conjunction with postcard mailing and if phone number has not changed)
“Hi, it’s (Name), your Allstate agent with a quick informational message for you.
“I hope you received the postcard announcing my new agency location. We are in the new office as of
(Date). Would you do me a favor and stop by sometime? My new address is (New Address), between
(Directions). We are still representing Allstate Insurance and have the same quality staff. Our phone
number has not changed, it’s still (Your Number). I’d be happy to be of assistance to you or answer any
questions you may have. As always thank you for your business and I hope to see or hear from you
soon.”
Announce Office Relocation or the Opening of a Satellite Office – GA004
(Use in conjunction with postcard mailing and if phone number is new)
“Hi, it’s (Name), your Allstate agent with a quick informational message for you.
“Hopefully you’ve received a postcard announcing my new agency location as of (Date). I’d be happy to
have you stop by to visit me at (New Address), between (Directions). I greatly value you as a customer,
and look forward to helping protect you for many years to come. If you have any questions or concerns
please jot down my new phone number (Your Number) and give me a call. I appreciate your business, I
value you as a customer and I look forward to hearing from you.”
Announce Office Relocation or the Opening of a Satellite Office – GA005
(Use as first notification of new location and if phone number has not changed)
“Hi, it’s (Name), your Allstate agent with a quick informational message for you.
“I wanted to let you know that I have a new agency location, as of (Date). Please feel free to stop by and
visit my new office. The new address is (New Address), between (Directions). I’d be happy to be of
assistance to you or answer any questions you may have. Our phone number has not changed; it is still
(Your Number). As always thank you for your business and I hope to see or hear from you soon.”
Revised October 8, 2013
Page 8
GENERAL AGENCY OWNER OFFICE RELATED - Continued
Announce Office Relocation or the Opening of a Satellite Office – GA006
(Use as first notification of new location and if phone number is new)
“Hi, it’s (Name), your Allstate agent with a quick informational message for you
“I wanted to let you know that I have a new agency location, as of (Date). I’d be happy to have you stop
by to visit me at (New Address), between (Directions). I greatly value you as a customer, and look
forward to helping protect you for many years to come. If you have any questions or concerns please jot
down my new phone number (Your Number) and give me a call.”
Book of Business Purchase – GA007
“Hi, it’s (Your Name), Allstate Insurance, with a quick message for you regarding (Name Agency).
“I have recently acquired the (Prior Agency Name) agency, your former Allstate agency. My staff and I
are looking forward to working with you. Please allow us to answer any questions you may have. Just
give us a call at (Your Number). We’d be happy to hear from you. We are committed to helping you take
care of your insurance needs. I’ll be contacting you again soon to personally introduce myself and my
staff. Thank you and I appreciate your business.”
Closing Agency – GA008
“Hi, it’s (Name), your Allstate agent with a quick informational message.
“I wanted to call to thank you for giving us the opportunity to serve your insurance and protection needs
and to let you know that we are closing the agency as of (Date). Rest assured that your coverage will not
be interrupted.
“Allstate is committed to helping you take care of your insurance needs and would be happy to answer
any questions you may have. You can call (1-800 Number) or to find another agent near you, you can go
to www.Allstate.com.”
In the Neighborhood – GA009
“Hi, it’s (Name), your Allstate agent with a quick reminder message for you.
“I really appreciate your business and just wanted to remind you that if there’s anything I can do for you
I’m only a phone call or short drive away. Your satisfaction is my top priority, and I’ll continue to do
everything I can to earn the confidence you’ve placed in me. I’d be happy to answer any question you
may have, just give me a call at (Your Number).”
Recruit for Support Staff – GA010
“Hi, it’s (Name), your Allstate agent with a quick informational message for you with a request.
“I wanted to leave you a quick message to make you aware of an opening that we have available in our
agency. We are looking for an ambitious, career-minded person. If you happen to know anyone that might
be interested in an opportunity, please have them give me a call at (Your Number). I’m confident they will
enjoy being a part of our team. In the meantime, if there is anything I can do for you please call me. As
always thanks for your business and I look forward to hearing from you.”
Revised October 8, 2013
Page 9
GENERAL AGENCY OWNER OFFICE RELATED - Continued
Request to Call Office – GA011
(Can be used only for service-related inquiries)
“Hi, it’s (Name), your Allstate agent with a quick message for you regarding your (Name Policy).
“Would you do me a favor and please call me when it’s convenient for you? There’s no problem,
I just wanted to discuss your policy with you personally. You may reach me at (Your Number) between
(Hours). I appreciate your business and I value you as a customer. I look forward to hearing from you
soon.”
Announce new Agency Owner – GA012
“Hi, it’s (Name), your Allstate agent with a quick message for you.
“I wanted to call to thank you for the opportunity to serve your insurance and protection needs. I’d like to
introduce you to (buyer), whom I have personally selected to take over my agency as of (date). (Buyer)
has (years tenure) years of experience helping Allstate Customers, and is committed to helping you take
care of your insurance needs, so you can rest assured that your coverage will not be interrupted. Please
allow us to answer any questions or concerns you may have. Just give us a call at (Sellers Phone).
We’d be happy to hear from you, and again, thank you.
E-mail Address Request for Emergencies – GA013
“Hi, it’s (Agent Name), your Allstate agent with a quick message for you.
“As your Allstate Agent, it’s important that I am able to reach you quickly. Unfortunately, I may not have
your correct email on file. Please call me at or send me an email at (Agent email) to update your
information. Now that you have my email, please make sure I have yours too! If you have any questions
or need anything I’d be happy to help you, I’m just a phone call away at (Your Number).”
Revised October 8, 2013
Page 10
LOYALTY
Customer Loyalty – LY001
"Hi, it’s (Your Name), your Allstate agent with a quick message for you.
“Please allow me to share with you that my goal is to make sure you are completely satisfied with my
agency. I understand that at times we may be able to improve our service to you, and when those times
occur I wouldn’t expect you to call us, but would you do me a favor? Please give me a call at (Your
Number). I will be happy to address the areas of opportunity with my team. I am confident that we will be
able to make changes to best meet your needs. I appreciate you taking the time to listen to this message.
And as always, thank you so much for your business.”
MAILER ALERTS
Breast Cancer / Teen / Misc. Issues – MA001
“Hi, it’s (Name), your Allstate agent with a quick informational message for you.
“You’ll be receiving a (Postcard/Newsletter/Letter) in the mail shortly containing some information
regarding (Issue Name) that you may find interesting. My Agency is committed to promoting awareness
of (Issue Name, e.g., Teen Safe Driving, Breast Cancer Prevention). Our hope is that one day there
will be a (Solution/Cure). If you have any questions or would like to learn more, I’d be happy to hear from
you, just give me a call at (Your Number).”
Look out for my Newsletter / Direct Mail – MA002
(Item mailed cannot contain solicitation of products or be used as a sales solicitation piece)
“Hi, it’s (Name), your Allstate agent with a quick informational message for you.
“My (List Item, e.g., Newsletter, Postcard) will be arriving in your mailbox shortly. It’s a (Describe Item)
and has some good information in/on it. I’d be happy to answer any questions you might have, just give
me a call at (Your Number). I appreciate your business and look forward to hearing from you anytime.”
Policy Renewal – Pre-Renewal Mailing Follow-Up – MA003
“Hi, it’s (Name), your Allstate agent with a quick message for you regarding your (Policy Type) policy.
“Your (Policy Type) policy anniversary is coming up next month. Be on the lookout for a postcard in the
mail as a reminder. It is very important to review and/or update your insurance policies on a regular basis.
Would you do me a favor and please call our office at your earliest convenience to schedule an
appointment to discuss any changes? I’d be happy to answer any questions you may have, just give my
office a call at (Your Number). As always I appreciate your business. Thank you.”
Texting Law in Indiana – MA006
Hi, it’s (Name), your Allstate agent, with a quick message for you.
“This July, Indiana enacted a new law banning texting while driving. The law aims to reduce deadly
distractions behind the wheel. Now is a good time to think about how you (and your family) can help
eliminate distractions and stay safe on the road. Your safety is very important to me. As always, I’d be
happy to answer any questions you may have. Please call me at (Your Number) if there’s anything I can
do for you. Thank you for being a valued customer and giving me the opportunity to help you take care
of your insurance needs.”
Revised October 8, 2013
Page 11
MAILER ALERTS - Continued
Texting Law Changes (by State) – MA007
If the law was passed/effective within the last 6 months, more generic language such as “recently” can be used.
Hi, it’s (Name), your Allstate agent, with a quick message for you.
“This (MONTH), (STATE) enacted a new law banning texting while driving. The law aims to reduce
deadly distractions behind the wheel. Now is a good time to think about how you (and your family) can
help eliminate distractions and stay safe on the road. Your safety is very important to me. As always, I’d
be happy to answer any questions you may have. Please call me at (Your Number) if there’s anything I
can do for you. Thank you for being a valued customer and giving me the opportunity to help you take
care of your insurance needs.”
Revised October 8, 2013
Page 12
SPECIALTY LINES
Boat Safety (Pre-Summer) – SL001
“Hi, it’s (Name), your Allstate agent with a quick informational message for you.
“With good weather just around the corner, I’m sure you’re anxious to get on your boat to relax and get a
head start on some summer fun. I’m confident you’re totally prepared with all your safety items such as
(Safety Items, e.g., Life Jackets, Floatable Key Chains) but if there’s anything I can do for you or if you
have any questions, please don’t hesitate to call me at (Your Number). You are a valued customer and
I appreciate your business.”
Boat Safety (Generic Boat Safety) – SL002
“Hi, it’s (Name), your Allstate agent with a quick informational message for you.
“Boating is a great way to have fun and get away from it all, and safety is important to making it totally
relaxing, so before you go make sure you’re prepared with (Safety Items, e.g., Life Jackets, Floatable
Key Chains). Enjoy yourself and if you have any questions or need my assistance I’d be happy to hear
from you. Just give me a call at (Your Number). I appreciate your business and I’m here to help if you
need me.”
Boat Safety Tips (Pre-Summer) – SL003
(Prior to using this script, agent should have on hand D9165 Boat Safety Brochure)
“Hi, it’s (Name), your Allstate agent with a quick informational message for you.
“Summer is just around the corner, and I know you’re looking forward to having fun times on your boat. I
have some great tips on boat safety available that I’d be happy to share with you. If you’re interested, or
have any questions just give me a call at (Your Number). Thanks for allowing me to help you handle
your insurance needs and have a good day.”
Boat Safety (Generic Boat Safety Tips) – SL004
(Prior to using this script, agent should have on hand D9165 Boat Safety Brochure)
“Hi, it’s (Name), your Allstate agent with a quick informational message for you.
“Boating is a fun way to get away from it all, but to totally relax there are a few simple precautions that
you might want to take. I’d be happy to share some great tips that I have with you that can help keep you
and your passengers safe and sound. If you’re interested, or have any questions for me, give call me at
(Your Number). Thanks for being my customer and I look forward to hearing from you.”
Toy Safety (Pre-Summer) – SL005
(Prior to using this script, agent should have on hand D9159 Motorcycle Safety Brochure, D9165 Boat
Safety Brochure)
“Hi, it’s (Name), your Allstate agent with a quick informational message for you.
“Summer’s just around the corner, and I’m sure you can’t wait to enjoy your toys – whether it’s your boat,
motorcycle, RV or even your golf cart. But before you set out on your first adventure, remember safety
first. Would you do me a favor? If there is anything I can do for you, or if you have any questions, please
give me a call at (Your Number). I appreciate your business and I am just a phone call away.”
Revised October 8, 2013
Page 13
SPECIALTY LINES - Continued
Toy Safety (Generic Toy Safety) – SL006
(Prior to using this script, agent should have on hand D9159 Motorcycle Safety Brochure, D9165 Boat
Safety Brochure)
“Hi, it’s (Name), your Allstate agent with a quick informational message for you.
“The time is right to enjoy your toys – whether it’s your boat, motorcycle, RV or even your golf cart. But
before you set out on any adventure, remember safety first. I have some great information available, to
help keep you safe, that I’d be happy to share with you. If you are interested just give me a call at (Your
Number). As always I’d be happy to answer any questions you may have or offer any assistance you
may need. Thanks for your business and have a good day.”
Motorcycle Safety (Pre-Summer) – SL007
“Hi, it’s (Name), your Allstate agent with a quick informational message for you.
“Summer’s almost here and I’m sure you can hardly wait to get on that bike and enjoy the freedom of the
open road. But before you set out on your adventure make sure you’ve checked out and have your
(Safety Item, e.g., Helmets) in order. Would you do me a favor? If there is anything I can do for you or if
you have any questions please give me a call at (Your Number). I appreciate your business and I am
just a phone call away.”
Motorcycle Safety (Generic Motorcycle Safety) – SL008
“Hi, it’s (Name), your Allstate agent with a quick informational message for you.
“I hope you’re enjoying your bike and the freedom of the open road. But don’t forget how important your
safety is, and before you go always make sure you’ve checked out and have your (Safety Item, e.g.,
Helmets) with you and in good condition. If there is anything I can do for you or if you have any
questions I’d be happy to hear from you anytime, just give me a call at (Your Number). I appreciate your
business and look forward to answering any questions you may have.”
Motorcycle / allstategarage.com (Pre-Summer) – SL009
“Hi, it’s (Name), your Allstate agent with a quick informational message for you.
“With summer just around the corner, I’m sure you can’t wait to get on your bike and go for a ride. The
easiest part of my job is to help make your life easier, so before you go, check out the bike maintenance
tips or plan your dream ride online at allstategarage.com. I’d be happy to answer any questions you have
or if there is anything I can do for you please give me a call at (Your Number). I appreciate your
business and I look forward to hearing from you anytime.”
Motorcycle Generic / allstategarage.com – SL010
“Hi, it’s (Name), your Allstate agent with a quick informational message for you.
“Looking forward to getting on your bike and leaving the stress behind is great. And the easiest part of my
job is to help make your life even easier. So before you go, check out the bike maintenance tips or plan
your dream ride online at allstategarage.com. I’d be happy to answer any questions you have or if there
is anything I can do for you please give me a call at (Your Number). I appreciate your business and I
look forward to hearing from you anytime.”
Revised October 8, 2013
Page 14
EVENTS
Announcing an Upcoming Community Event – EV001
(Prior to using this script, agent should be knowledgeable regarding event schedule, logistics, etc. Cannot
be a sales event, financial seminar or an event involving solicitation)
“Hi, it’s (Name), your Allstate agent with a quick message for you regarding (Name Event).
“There’s going to be a (Event Name) at (Location) on (Date) that I thought you might be interested in. It
sounds like a great time, and I will be going myself. I hope to see you there. I’d be happy to answer any
questions I can that you might have about the event. As always you can reach me at (Your Number).
Thanks and have a good day.”
Customer Event Invitation – EV002
(Event cannot be held in combination with a sales presentation as the purpose would be to solicit customers
to buy additional products/services)
“Hi, it’s (Name), your Allstate agent with a quick invitation message for you.
“I want to invite you to an upcoming (Event Name) that I think you may enjoy. If you’re interested I’d be
happy to give you all the details, just give me a call at (Your Number). I look forward to hearing from you.”
Open House – EV003
“Hi, it’s (Name), your Allstate agent with a quick informational message.
“I called to let you know that we are having an open house at our agency on (Date) to/for (Reason) and it
would be great if you’d stop by to say hi. There will be (food, treats, desserts, games, etc.) and we’d
love to see you. Bring the family and friends if you’d like. The fun begins at (Time) and will last until
(Time). Our address is (Address). I look forward to seeing you. In the meantime if you have any
questions or need anything I’d be happy to help you out. Give me a call at (Your Number). As always,
thanks for your business and have a good day.”
Reminder of an Upcoming Event – EV004
(Event cannot be held in combination with a sales presentation as the purpose would be to solicit customers
to buy additional products/services)
“Hi, it’s (Name), your Allstate agent with a quick invitation reminder message for you.
“I hope you received the invitation to my (Event/Name/Location/ Date). If you are planning on coming,
and haven’t called to RSVP, would you do me a favor and call at your earliest convenience? The number
is (Your Number). If you didn’t receive my invitation please let me know. Thanks and I look forward to
seeing you.”
See You There for Customers who have RSVP’d to Upcoming Event – EV005
(Event cannot be held in combination with a sales presentation as the purpose would be to solicit customers
to buy additional products/services)
“Hi, it’s (Name), your Allstate agent with a quick message for you.
“I’m happy that you’re coming to the (Event/Name/Location/ Date). No problem if your plans have
changed and you won’t be able to attend, but would you do me a favor and give my agency a call at
(Your Number) to let them know? Thank you so much and have a good day.”
Revised October 8, 2013
Page 15
EVENTS - Continued
Trade Show Follow-Up – EV006
(Can only be used with current customers and not for solicitation purposes)
“Hi, it’s (Name), your Allstate agent with a quick message for you.
“I just wanted to thank you for stopping by my booth at the (Name of Event/Trade Show). It was great
meeting/seeing you. I’d be happy to answer any questions you may have or if you need assistance
please give me a call at (Your Number). Or feel free to stop by my agency at (Your Address). I
appreciate your business. Thanks again for stopping by and I look forward to hearing from you.”
Revised October 8, 2013
Page 16
TEEN
Teen Safe Driving – TN001
(Prior to using this script, agent should have on hand D9022 Brochure Parent-Teen Driving Contract, D9033
Teen Driving Brochure)
“Hi, it’s (Name), your Allstate agent with a quick informational message for you.
“There’s no better time to talk to your teenager about safe driving than now. I have a Parent-Teen Driving
Contract and other useful tools that can help your new driver stay safe behind the wheel that I’d be happy
to share with you. If you’re interested just give me a call at (Your Number). Thanks for your business and
have a good day.”
TIPS
Fire Safety – TP001
(Prior to using this script, agent should be prepared with safety tips, e.g., L3022 Kids Fire Safety Coloring
Book / L3023 Kids Fire Safety Brochure)
“Hi, it’s (Name), your Allstate agent with a quick message for you.
Allstate believes in prevention, so we’ve created a fire safety brochure that you can receive free by just
asking me. Remember, fire can destroy precious photographs, important documents, and anything that
you value in our home. Stop by for your free brochure with valuable fire safety tips today as well as a
home inventory checklist. I value you as a customer and appreciate your business. If you have any
questions or need anything I’d be happy to help you, I’m just a phone call away at (Your Number).”
Flood – TP002
“Hi, it’s (Name), your Allstate agent with a quick informational message for you.
“As you know, many floods arrive with advance warning so you can prepare. Depending on how much
time you have, there are steps you can take to minimize the damage. I’m calling to let you know there is
a website that has some good tips. Just go online to fema.gov.com, click on the Search button and type
in “Flood”. I appreciate your business and remember should you need anything, I’d be happy to help you
and I’m only a phone call away (Your Number).”
Frozen Pipes/Water Damage – TP003
(Prior to using this, agent should have on hand D9164 Water Damage Brochure)
“Hi, it’s (Name), your Allstate agent with a quick informational message for you.
“Sometimes we’re caught off guard by the most common water-related property damage caused by
plumbing problems, rain water, washing machines and frozen pipe breaks. There are some precautions
and clean-up tips that I’d be happy to share with you, if you are interested. Just give me a call at (Your
Number) with any questions or if you’d like more information. Thanks for allowing me to help you handle
your insurance needs and have a good day.”
Hurricane Preparedness – TP004
(Prior to using this script, agent should have on hand D9017 Hurricane Safety Brochure)
“Hi, it’s (Name), your Allstate agent with a quick informational message for you.
“Once again, Hurricane season is here. Make sure you’re prepared. Allstate offers five easy tips to help
you get ready. All you have to do to learn those five tips is go to Allstate.com/get ready. I understand the
safety of you and your family comes first. If you have any questions or should ever need my assistance
I’d be happy to help, just call me at (Your Number).”
Revised October 8, 2013
Page 17
TIPS, Continued
ID Restoration / Identity Theft – TP005
“Hi, it’s (Name), your Allstate agent with a quick informational message for you.
“I just wanted to leave a short message to remind you to shred sensitive documents before you get rid of
them because if your identity is stolen, it could take years to reclaim it. I appreciate your business and
remember should you need anything, I’d be happy to help you and I’m just a phone call away (Your
Number).”
Rental Car Coverage – TP006
(Prior to using this script, agent should have on hand D3100 Car Rental Brochure)
“Hi, it’s (Name), your Allstate agent with a quick informational message for you.
“The next time you rent a car, you may want to check with me first so that I can help you prevent getting
charged for extras you may not need. The easiest part of my job is when I can save you money. If you
have any questions or there’s anything I can do for you just give me a call at (Your Number). I
appreciate your business, I value you as a customer and I’d be happy to hear from you.”
Tornado – TP007
(Prior to using this script, agent should have on hand D9226 Tornado Safety Brochure)
“Hi, it’s (Name), your Allstate agent with a quick informational message for you.
“Just a reminder that peak tornado season stretches from March through August even though they can
occur anywhere and at any time of year. As you know, if a tornado warning is issued you need to go to
your basement or take shelter in an interior room or hallway on the lowest floor, near the center of your
home. I understand the safety of you and your family comes first. If you have any questions or should
ever need my assistance I’d be happy to help and I’m just a phone call away at (Your Number).”
Vacation – TP008
(Prior to using this script, agent should have on hand D9162 Home Security Brochure)
“Hi, it’s (Name), your Allstate agent with a quick informational message for you.
“I just wanted leave a couple of vacation reminders for you. Don’t forget when you are going to be away
to lock your doors, stop your mail, set some lighting timers, and you might want to ask a friend or
neighbor to check on things while you’re gone. If you have any questions for me or there’s anything I can
do for you, just give me a call at (Your Number). I appreciate your business, I value you a customer and
I’d be happy to hear from you.”
FINANCIAL – IRA – TP009
(Cannot be used for solicitation purposes)
“Hi, it’s (Name), your Allstate agent with a quick informational message for you.
“If you’re changing jobs or out of a job I have some helpful information regarding your IRA or 401(k) that
you might be interested in knowing. I’d be happy to share this information with you. Just give me a call at
(Your Number) if you’d like more details or if there’s anything I can do for you. I appreciate your
business and I look forward to hearing from you anytime.”
Revised October 8, 2013
Page 18
TIPS - Continued
FINANCIAL - IRA Contribution Reminder – TP010
“Hi, it’s (Name), your Allstate agent with a quick informational message for you.
th
th
“I’m calling to remind you that that the deadline for filing your 2011 taxes is April 18 , since April 15 is a
holiday in Washington D.C. And don’t forget this date is also the cut-off for 2011 IRA contributions. If you
haven’t contributed the maximum to your IRA for 2011, or you haven’t opened an IRA yet, you still have
time. Please feel free to call me at (Your Number) if I can assist in any way. As always, thanks for your
business, I really appreciate it and I look forward to hearing from you.”
FINANCIAL - Tax Time – TP011
“Hi, it’s (Name), your Allstate agent with a quick reminder message for you.
th
th
“Tax season is here again. Remember, April 15 (April 18 for 2012) is right around the corner so don’t
forget to file your return on time to avoid possible penalties. If you have any questions regarding the
deadline, I’m just a phone call away at (Your Number). As always thanks for your business and I look
forward to hearing from you anytime.”
Recurring Credit Card (RCC Push) – TP012
“Hi, it’s (Name), your Allstate agent with a quick informational message for you.
“The easiest part of my job is when I can save you time and/or money so I just wanted to remind you that
you can have your insurance premiums automatically paid with your personal credit card. It’s easy, you
won’t have to worry about your payment being late and it’ll save you money on postage.
“All you need to do is sign up online through My Account at Allstate.com, or give me a call at (Your
Number). I’d be happy to help you get started. As always, thanks for your business and I look forward to
hearing from you anytime.”
Revised October 8, 2013
Page 19
MISCELLANEOUS
eBill Enrollment – MS001
“Hi, it’s (Name), your Allstate agent with a quick informational message for you.
“The easiest part of my job is when I can save you time and/or money so I just wanted to remind you that
you can receive your Allstate bill online anytime, anywhere with our convenient eBill option. It’s easy to
sign up online through My Account at Allstate.com. If you have any questions or need my assistance, no
problem, I’d be more than happy to help you. Give me a call at (Your Number). I appreciate your
business, and I value you as a customer. Have a good day.”
eBill Reminder – MS002
“Hi, it’s (Name), your Allstate agent with a quick informational message for you.
“The easiest part of my job is when I can save you time and/or money so I wanted to take a moment to
provide you with an important reminder. Your (Policy Type) policy anniversary is coming up (Time
frame, e.g., next month) so don’t forget to sign up for our eBill program in order to retain discounts on
your current policy. With eBill, you can receive your Allstate bill online anytime, anywhere. It’s easy to sign
up online through My Account at Allstate.com. If you have any questions or need any help, no problem,
I’d be more than happy to help you. Give me a call at (Your Number). I appreciate your business, and I
value you as a customer. Have a good day.”
EZ Pay – MS003
“Hi, it’s (Name), your Allstate agent with a quick informational message for you.
The easiest part of my job is when I can save you time and/or money so I just wanted to remind you that
you can have your insurance premiums automatically withdrawn from your bank account. It’s easy, you
won’t have to worry about your payment being late and it’ll save you money on postage.
“All you need to do is sign up online through My Account at Allstate.com, or give me a call at (Your
Number). I’d be happy to help you get started. As always, thanks for your business and I look forward to
hearing from you anytime.”
Revised October 8, 2013
Page 20
HOLIDAY / SEASONAL
Holidays Throughout the Year – HS001
“Hi, it’s (Name), your Allstate agent with a brief (Name Holiday) message for you.
“I want to wish you and your family a safe and enjoyable (Name Holiday). Holidays are a special time to
relax, have fun and be thankful for good friends, family and loved ones. I wanted to take the time to thank
you for your business. If you need any assistance or have any questions I’d be happy to speak with you.
Just call me at (Your Number). I appreciate your business and have a wonderful (Name Holiday).”
Happy Birthday – HS002
“Hi, it’s (Name), your Allstate agent with a brief birthday message for you.
“I noticed you have a birthday TODAY and wanted to call to wish you a very happy birthday. I hope your
celebration is a special one! As always, I appreciate your business and remember should you need
anything, I’d be happy to help you and I’m just a phone call away at (Your Number).”
JANUARY
Happy New Year – HS003
“Hi, it’s (Name), your Allstate agent with a quick New Year message for you.
“I simply want to wish you (and your family) a safe and Happy New Year. It’s such a pleasure to have
people like you as my customers, and I wish you much-deserved joy, peace and prosperity every day of
the New Year. If you need my assistance or have any questions I’d be happy to help, just give me a call
at (Your Number) Have a wonderful (Year) and I appreciate your continued support.”
FEBRUARY
Valentine’s Day – HS004
“Hi, it’s (Name), your Allstate agent with a quick Valentine’s message for you.
“I was just calling to let you know how much I appreciate the opportunity to help you with your (Specific
Insurance Policy) and to say I hope your Valentine’s Day is special in every way. I’d be happy to
answer any questions you have or if there is anything I can do for you just give me a call at (Your
Number). I appreciate your business and I look forward to hearing from you anytime.”
MARCH
Daylight Savings Begins – HS005
“Hi, it’s (Name), your Allstate agent with a quick Daylight Savings reminder for you.
“I just called to remind you that Daylight Savings Time begins on (Day), so don’t forget to change your
clocks and “spring” forward 1 hour before you go to bed on (Day) night. Please call me at (Your Number)
if there is anything I can do for you. As always I’d be happy to answer any questions you may have.
Thank you for being a valued customer and giving me the opportunity to help you take care of your
insurance needs.”
St. Patrick’s Day – HS006
“Hi, it’s (Name), your Allstate agent with a quick message for you.
“I wanted to call to wish you a Happy Saint Patrick’s Day. I value you as a customer and appreciate your
business. If you have any questions or need anything, I’d be happy to help you. I’m just a phone call
away at (Your Number).”
Revised October 8, 2013
Page 21
HOLIDAY / SEASONAL - Continued
APRIL
General Spring Season Greeting – HS007
“Hi, it’s (Name), your Allstate agent with a quick message for you.
“I wanted to wish you (and your family) a home filled with warmth, togetherness and happiness in this
spring season. As always I’d be happy to answer any questions you may have. Just give me a call at
(Your Number) if there’s anything I can do for you. Thank you for being a valued customer and giving me
the opportunity to help you take care of your insurance needs.”
MAY
Memorial Day – HS008
“Hi, it’s (Name), your Allstate agent with a quick Memorial Day message for you.
“Memorial Day weekend is here and I wanted to take the time to wish you a fun and safe Memorial Day
filled with pride, warmth and togetherness relaxing with family and friends. During this time, please
remember and thank those men and women who gave their lives in the armed forces. If you have any
questions or need my assistance I’d be happy to hear from you. Give me a call at (Your Number). I
appreciate your business and remember I’m just a phone call away.”
JUNE
Beginning of Summer – HS009
“Hi, it’s (Name), your Allstate agent with a quick message for you.
“I just wanted to wish you (and your family) sunshine warmth, bright smiles and happy thoughts as
your summer begins. Have a safe and enjoyable summer. As always I’d be happy to answer any
questions you may have. Just give me a call at (Your Number) if there’s anything I can do for you.
Thank you for being a valued customer and giving me the opportunity to help you take care of your
insurance needs.”
JULY
Independence Day – HS010
“Hi, it’s (Name), your Allstate agent with a quick Independence Day message for you.
th
“I am wishing you (and your family) a safe and spectacular 4 of July. I value you as a customer and
appreciate your business. If you have any questions or need anything I’d be happy to help you, I’m just a
phone call away at (Your Number).”
AUGUST
Back to School – Option 1 – HS011
(Prior to using this script, agent should be prepared with safety tips, e.g., L3022 Kids Fire Safety Coloring Book /
L3023 Kids Fire Safety Brochure)
“Hi, it’s (Name), your Allstate agent with a quick informational message for you.
“It’s back to school time. The first few days can be pretty hectic for children so before they set out, be sure
they remember their safety rules. I have some timely tips and tools available that I’d be happy to share
with you. If you’re interested, have any questions, or if there’s anything I can do for you, just give me a
call at (Your Number). I appreciate your business, I value you as a customer and I look forward to
hearing from you.”
Revised October 8, 2013
Page 22
HOLIDAY / SEASONAL - Continued
AUGUST
Back to School – Option 2 – HS012
“Hi, it’s (Name), your Allstate agent with a quick message for you.
“It’s that time of year when children are back in school, which means more traffic, both pedestrian and
vehicle. Remember to slow down in posted school zones, and plan extra time in your morning commute
to allow for bus route stops. Also, with the changing weather, now is an especially good time to get your
tires and brakes checked. If you have any questions or need anything I’d be happy to help you, I’m just a
phone call away at (Your Number).”
SEPTEMBER
Beginning of Autumn – HS013
“Hi, it’s (Name), your Allstate agent with a quick informational message for you.
“As the leaves begin to change, I just wanted to wish you (and your family) a safe and pleasant autumn.
Please call me at (Your Number) if there is anything I can do for you. As always I’d be happy to answer
any questions you may have. Thank you for being a valued customer and giving me the opportunity to
help you take care of your insurance needs.”
Labor Day – HS014
“Hi, it’s (Name), your Allstate agent with a quick Labor Day message for you.
“I’d like to wish you and your family joy, pride and many special moments to remember this Labor Day.
Enjoy Your Labor Day Weekend. As always I’d be happy to answer any questions you may have. Just
give me a call at (Your Number). Thanks for being a valued customer and giving me the opportunity to
help you take care of your insurance needs.”
OCTOBER
Domestic Violence Awareness Month – HS015
(Prior to using this script, agent should be knowledgeable about The Allstate Foundation. More information can be
found at: www.clicktoempower.org/newsroom)
“Hi, it’s (Name), your Allstate agent with a quick informational message for you.
“Because October is Domestic Violence Awareness Month, I wanted to let you know about the great work
The Allstate Foundation is doing to end domestic violence. In 1952, Allstate created The Allstate
Foundation. Ever since then, the Foundation has been making a difference in our communities. We work
to help everyday Americans realize their hopes and dreams. One of our biggest programs is the Moving
Ahead Domestic Violence Program. We use the same knowledge and skills we use to help our
customers to help survivors become economically empowered. If you’re interested in more information
on the Foundation or its domestic violence program, I’d be happy to provide it for you. Just give me a call
at (Your Number). Thank you for your business and as always I’m only a phone call away should you
need anything.”
Halloween – HS016
“Hi, it’s (Name), your Allstate agent with a quick message for you.
“I just wanted to call to wish you (and your family) a safe and happy Halloween. I value you as a
customer and appreciate your business. If you have any questions or need anything I’d be happy to help
you. I’m just a phone call away at (Your Number).”
Revised October 8, 2013
Page 23
HOLIDAY / SEASONAL - Continued
OCTOBER
Happy Halloween – Daylight Savings Ends – Combo Script – HS017
“Hi, it’s (Name), your Allstate agent with a quick message for you.
“I wanted to call to wish you (and your family) a safe and happy Halloween and to remind you that
Daylight Savings Time ends on (Day), so don’t forget to change your clocks and “fall” back 1 hour before
you go to bed on (Day) night. Please call me at (Your Number) if there is anything I can do for you. As
always I’d be happy to answer any questions you may have. Thank you for being a valued customer and
giving me the opportunity to help you take care of your insurance needs.”
National Breast Cancer Awareness Month (without sending a mailer) – HS018
“Hi, it’s (Name), your Allstate agent with a quick informational message for you.
“I just wanted to remind you that October is National Breast Cancer Awareness month. Don’t forget that
breast cancer can occur in both men and women. The most effective weapon in the fight is early
detection. Our wish is for our customers to encourage their loved ones to get checked on a regular basis.
As always, I value you as a customer and appreciate your business. If you have any questions or need
anything I’d be happy to help you. I’m only a phone call away at (Your Number).”
NOVEMBER
Daylight Savings Time Ends – HS019
“Hi, it’s (Name), your Allstate agent with a quick Daylight Savings reminder for you.
“I just called to remind you that Daylight Savings Time ends on (Day), so before you go to bed on (Day),
don’t forget to change your clocks by turning them back 1 hour.
Please call me at (Your Number) if there is anything I can do for you. As always, I’d be happy to answer
any questions you may have. Thank you for being a valued customer and giving me the opportunity to
help you take care of your insurance needs.”
Daylight Savings Ends – Happy Veterans Day – Combo Script – HS020
“Hi, it’s (Name), your Allstate agent with a quick informational message for you.
“I just called to remind you that Daylight Savings Time ends on (Day), so before you go to bed on (Day),
don’t forget to change your clocks by turning them back 1 hour. And with Veterans Day coming up on
(Date), I also wanted to wish you (and your family) a Veterans Day filled with hope for lasting peace.
As always, I appreciate your business and remember should you need anything, I’d be happy to help you.
I’m just a phone call away at (Your Number).”
Veterans Day – HS021
“Hi, it’s (Name), your Allstate agent with a quick message for you.
“I just wanted to wish you (and your family) a Veterans Day filled with hope for lasting peace. As always, I
appreciate your business and remember should you need anything, I’d be happy to help you. I’m just a
phone call away at (Your Number).”
Revised October 8, 2013
Page 24
HOLIDAY / SEASONAL - Continued
NOVEMBER
Thanksgiving – HS022
“Hi, it’s (Your Name), your Allstate agent with a quick Thanksgiving message for you.
“I wanted to take the time to wish you (and your family) a safe and Happy Thanksgiving. Thanksgiving is
the perfect time to give thanks for all the good things in our life. I’m thankful for customers like you. If you
need my assistance or have any questions I’d be happy to help, just give me a call at (Your Number)
Have a wonderful Thanksgiving and I appreciate your continued support.”
Daylight Savings Ends – change batteries – HS024
“Hi, it’s (Name), your Allstate agent with a quick Daylight Savings reminder.
“Daylight Savings Time ends on Sunday (the date would be inserted here), so before you go to bed on
Saturday, don’t forget to turn your clocks back one hour. And at this time of year, it’s also a good idea to
change the batteries in all of your home’s smoke and CO2 detectors.
Please call me at (Your Number) if there’s anything I can do for you. Thank you for being a valued
customer and for allowing me the opportunity to help you take care of your insurance needs.”
DECEMBER
Holiday Season Greeting – HS023
“Hi, it’s (Name), your Allstate agent with a quick Holiday message.
“Seasons’ greetings! I just wanted to call to wish you and your family a wonderful holiday season filled
with peace and joy. It’s such a pleasure to have people like you as my clients. I appreciate your
business, and remember should you need anything, I’d be happy to help you and I’m just a phone call
away at (Your Number).”
Revised October 8, 2013
Page 25