Product
What is the participation requirement for Colonial Life's Dental and Vision Program?
There is none
What bonuses enhance an agents compensation in their first year?
What is the purpose of the Hard Calendar?
To create consistent results based structure and team work.
Colonial Life was founded when?
1939
What does it mean to be a premier office with Colonial?
2.5 million in sales each year
What product is a requirement for the Diamond Offer to go into a group?
Accident / Group Accident
What has to happen for an account to be considered a case?
$2500 in AP
What is our primary purpose for Monday Sales Activity?
Set a minimum of 5 DM1s / ASR
When did Colonial Life revolutionize the industry with payroll deduction?
1955
What part of our teams separates ourselves from other VB carriers? ?This allows for needs based selling and true consulting.
Role specialization
What feature allows for products to be issued with no health questions after the enrollment?
PEGI - post enroll guarantee issue
What Quarterly event is known to be impactful for bonus and sales milestone achievement?
Mondays Matter Event
How can you ensure you are consistently closing deals every week?
Drive 375
What significant event happened with Colonial in 1993?
Partnership with UNUM
What is Colonial Life's Value Proposition?
Benefits Education, Flexible Enrollment, VB Products
What product can be offered with UNUM and Colonial Life as rider?
Vision
What bonus is impactful for ASRs to buy into recruiting?
RTB
How many leads should you have to operate inside of Agent Assist through the lead advantage process?
150
What is required for our office to be a diamond level growth team?
40 cases and 40 contracts
What relationship are you able to have with UNUM?
Broker
What is the purpose of offering a group critical illness program?
One policy for both Cancer and Critical Illness diagnosis
What is the impact for opening market vertical cases?
QTD and YTD bonuses are achieved faster.
On Friday, our purpose is to set 3 DM1s, prepare for next week, and what?
Conduct Coaching Sessions with Manager
Which trip can you qualify for each year?
Leaders Conference
What program allows you to learn and grow in the business but is also a requirement with Colonial Life?
CLU