in partnership with
Refer a Lead to Cheep Insurance for a Quote
If possible, please transfer the lead via phone to 902.707.6428 after filling out the form below for the best client experience
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[email protected]Mon-Fri. 8:30am-5pm AST
PO Box 160 - Dartmouth Main, Dartmouth, NS
B2Y 3Y3
- Phone transfers are encouraged to maximize client experience.
- Cheep Insurance delivers service in English only.
- Hours of operation for the program are M-F from 8:30am to 5pm Atlantic.
- Turnaround time for a callback or email quote is typically within an hour (during regular business hours), but could be up to a full business day when it is especially busy.
- An email address is required to set up a policy with Cheep Insurance.
Caldwell Roach has partnered with Cheep Insurance to offer solutions to people who don’t meet Caldwell Roach’s risk appetite for 3 key reasons:
1. Non-standard is their core business – Cheep Insurance created their business model specifically for non-standard insurance clients. With specialized service workflows for a variety of high-risk insurance situations, they can offer these clients service levels that meet their unique needs.
2. Flexible payment plans for everyone – Cheep Insurance can offer a monthly payment plan no matter what a person’s credit or payment history looks like, and they handle all Facility monthly payment plans in house – which means more flexibility with missed payment arrangements.
3. Easier conversations for you – we know it can be difficult to tell somone you can’t help them. This lead referral program with Cheep Insurance enables you to offer people a solution if they don’t meet Caldwell Roach’s risk appetite – a much more pleasant conversation for both you and them!
How it Works
1. Send lead to Cheep Insurance for a quote
Fill out the form at the top of this page to submit the lead’s information to Cheep Insurance – this will add the lead to their system for tracking purposes. If possible, please transfer the lead via phone as well for the best client experience.
2. A quote & payment plan will be provided
The Cheep Insurance team will connect with the lead to collect the info needed, then run quotes with 10+ companies, including 3 non-standard insurers. A quote & payment plan will be offered to everyone, regardless of credit / payment history.
3. Policy set-up (if lead wants to move forward)
If the lead is interested in setting up a policy, the Cheep Insurance team will walk them through the process – it’s all done online / over the phone and is very simple! All sales will be recorded and reported back to Caldwell Roach Insurance for tracking purposes.
To illustrate the flexibility Cheep Insurance is able to offer to Facility clients when they miss a payment, they’ve transcribed a REAL phone call that took place recently between their billing department and a client who missed a payment below:
- Billing Team: Good afternoon, [name removed for privacy] speaking, how can I help you?
- Client: Hi, my name is [name removed for privacy] and I have car insurance with you guys. But, there’s a problem with my bank account. I have, um, a cleaning business on the side and the cheque has been deposited but it’s going to take more time to show up on my bank account. So my payment, it bounced last night. I’m worried that I’m gonna be cancelled but I just talked to the bank and the money will be in there tomorrow.
- Billing Team: Ok, can I have your name so I can pull up the account?
- Client: [Provides name]
- Billing Team: Alright, let me take a look! Yes it did come back NSF. No worries, it happens! We don’t worry about that.
- Client: Ok, thanks so much.
- Billing Team: So the amount owing is now [removed for privacy]. Did you say the money will be in the account tomorrow?
- Client: They said that it will be in by, um, this time tomorrow so I’m thinking that tomorrow should be fine.
- Billing Team: Well if I set it up to come out tomorrow, it will probably come out in the wee hours of the morning so why don’t I set it up to take it out the following day and that way it won’t come out of your account until the day after?
- Client: Ok, that’d be great, I really appreciate it.
- Billing Team: That way, you know, it just gives you that little cushion.
- Client: Yes, thank you.
- Billing Team: You’re welcome!
- Client: Honestly, thank you so much – not all companies are so understanding.
- Billing Team: Oh no, no. Don’t even worry about that! We understand, we’ve all been there.
- Client: [Laughs] Ok, thanks again.
- Billing Team: You’re welcome – you have a good day!
- Client: You too! Buh-bye!
- Billing Team: Buh-bye.
