Healthcare
Workers Comp
Payroll/HR
Matt Lisi
Process
100

Network we rent 

What is Cigna? 

100

Underwriters 

Who is Sharee, Tim, Mary? 

100

GMS Connect doubles

What is as HR Management?

100

Official Title

What is  Vice President of Sales - Western Region?

100

Successful Rep  

What is 5 booked, 4 ran, 1 proposal and 300 calls?

200

Plan designs 

What is over 14?

200

Success rate (claims) 

What is 97% 

200

1099s

What is not the right fit or move them to W2?

200

College 

What is Otterbein University? 

200

50 + Employees

What is you must involve your SM, LISI, DK?

300

Not offered

What is HMO?

300

Carriers 

What is Uik, Keyrisk and Sunz?

300

GMS Connect allows

What is Employee documentation?

300

Favorite Sports Team (Professional)  

What is DA BEARS?

300

On the phone

What is ee count, do you have HC, DM name?

400

Multiple plan options

What is 8?

400

Benefits of GMS Comp 

What is Protection, state law regulations and Return to work program? 

400

ACH

What is you need to sign the personal guarantee?

400

Favorite after hours drink 

What is Whiskey or Bourbon? 

400

Yes, Quote it

What is having the following: 

1. Some document collection in 1st meeting 

2. document collection date (if not all collected in 1st meeting) 

3. Proposal Scheduled

4. Note Tree filled out with next steps in SF

500

PHQs

What is under 26?

500

Roofing coverage (employees) 

What is must have 10 + to be covered under GMS policies? (Unless spoken to Sharee for different case) 

500

Under 10 employees 

What is HR/PR Que?

500

Favorite office to visit 

What is San Francisco, LA, San Diego, Phoenix, Denver, Austin and Kansas City? 

500

CFA, Successful 

What is when you speak to a DM and you agree upon an exact date to call back to book a meeting?

M
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