Internal : Personal Lines Diagnostic Appointment Questionnaire

Step 1 of 8

Let's Get Started

Hi - My name is ____________. I want to let you know up front that we have a unique program that we have developed GRIT Insurance for our preferred personal lines clients. Over the past 20 years we have worked with hundreds of clients just like you. Our process starts with gathering some information to see if we can work together, then we complete a market analysis of our preferred insurance carriers and finally we put together a customized Personal Insurance Protection Package designed specifically for you and your needs in the event of small claim or catastrophic loss. We do this to get you the best value for your insurance. Your Personal Insurance Protection Package provides you the right insurance based on our conversation, providing prompt service to meet your needs at a fair price that will work within your insurance budget. While we can't fit everyone into our program I think it may make sense to spend about 20 minutes together to see if this plan is a good fit you and your insurance needs. Fair enough?