Independence Costco

• Document No.

• Audit Title

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

Meet/Greet Script Hi, I'm Jon. Are you aware that one of the benefits of being a Costco member is that we offer a free rate plan analysis? We always want to make sure our members on never having to pay more than they have to and they are on the right plan, with the right carrier, for you and your family. It only takes two minutes, follow me.

• Did the rep use the script with every interaction?

  Yes

  No

  N/A

• Did the rep perform the account analysis with every interaction?

  Yes

  No

  N/A

Customer first focus

• Are they suggestion to the customer with what's best for them?

  Yes

  No

  N/A

Closing

• Are the asking for the sale?

  Yes

  No

  N/A