Fill In The Blank
This top box, that is all __________ information. ___________ about you goes there. Next is veterans box. If you're a ______________ fill it out, if not leave it blank.
This top box, that is all your information. Everything about you goes there. Next is veterans box. If you're a veteran fill it out, if not leave it blank.
What apps are connected to your Calendly service?
Zoom
Google Calendar
I'll tell my family about these documents.
That is a great idea. It is important to talk to your family about these. It helps you by allowing me to start the conversation. I won't tell anyone where they are located on anything for your security.
You can't hear your client. What are 2 options to assist with the technical difficulty?
Ask all participants to Unmute
Temporarily make the client the host
Put them back in the waiting room
Call client have them put you on speaker and go back to Zoom
How do we handle conflict within the office?
It is important to work through our conflicts so that we can operate once again as a united team. If conflict arises, reach out to leadership for assistance with the matter if needed.
Now you can see I've ________ out my side, once I send this to you, all you have to do is _____ out your side.
Now you can see I've filled out my side, once I send this to you, all you have to do is fill out your side.
What is the maximum number of days we book appointments out for?
2; any further than that we schedule a call back rather than an appointment.
Zoom will actually allow you to go to your contacts without ending the call then you can come back where you can see me again.
How do you create the zoom link for your client when booking the appointment?
It is automatically created when booking through Calendly.
What do I do if something came up and I can't make it into office?
Reach out to leadership so we don't worry about where you are.
This savings App has nothing to do with your __________________________. It will help you save between _____________ off your out of pocket expenses.
This savings App has nothing to do with your health insurance. It will help you save 10-85% off your out of pocket expenses.
What are 3 pieces of information you should type in when scheduling an appointment?
Names of both primary & spouse
email address
physical address
If they have children
If their married
primary & spouse birthday
phone number
I want to reach out to everyone first before you call.
Yes please. I prefer that you reach out and introduce me so they know I'm not a spam caller. I'll reach out tomorrow so you have time to contact them. Feel free to send a group message including me as well for an introduction.
What is your Zoom password?
1234
What days & times do we work?
Monday- Shadow leadership 12pm-9pm
Tuesday-Friday- 10am-9pm
Saturday- 10am-4pm
Sundays voluntary
Once released, agents no longer have to come in on Mondays
Holidays- off
Now I like to reach out to your ______________ and emergency contact to explain this form to them and let them know that it ________ or how else would they know what to look for?
Now I like to reach out to your beneficiary and emergency contact to explain this form to them and let them know that it exists or how else would they know what to look for?
The appointment time the client requested isn't showing. What is a possible reason for this?
Already booked
Google Calendar is busy
Appointment is too far out
Incorrect time zone selected
I don't have a printer for these documents.
Your local bank or tag agency will print these for you typically for free. That will also allow you to get them notarized while you are there.
What is your name on Zoom?
First Name Last Name - AIL
What are 3 of the extra incentives with my position?
172 Union Benefit Discounts
College & Student Debt Relief Programs
Earn time off throughout the week based on production
Free licenses based on production
Family focused office environment
________ this out, fill it out in black _____, and ___________________________?
Print this out, fill it out in black in, and who do you bank with?
How do you send the Zoom link to the client?
It is automatically sent through Calendly when booked and email is typed in properly.
I don't want anything, but the benefit that I requested.
It's my job to send everything to you, but you don't have to use any free benefit that you don't want to.
What two boxes do you have to check for your client to hear the Child Safe Kit Video when screen sharing in Zoom?
Share Screen Sound
What are some of the leadership development offerings available?
Company Leadership Development
Weekly Leadership Meeting
Leadership from other Veteran Agents