Documents
What information do you need on a census?
Full employee name, date of birth, gender, zip code, enrollment level
At least 50% participation
how do you add TLM?
Message Bria
What is the hard roll call we give up to SBS?
17.5%
When should you send a crossover notice?
As soon as you receive the lead
What should you do as soon as you find your IC?
Make a group chat with Candice, the IC, Niambi and the IPC
What details need to be listed on a monthly invoice?
Company name, date (within 60 days), carrier,
full employee name, premium, plan name
When should you key in your partner split?
ASAP
As a DM1, If you self gen an over 50 employee deal, what is your split with Dani?
30%
Next steps are NOT
scheduling or waiting... always a time set with the prospect
What does 'babysit your deals mean'?
Ensure you know when weekly check in calls are, asking for daily updates from the IC on status of setup, enrollment updates, when payroll is scheduled, are there any other pending items needed to help with setup?
What needs to be listed on a Dec page?
Company name, carrier name, current coverage dates, worker's comp codes, remuneration rate
How is the credit threshold determined?
Your answer to the "highest non bonus payroll" in Pricing Setup
Your SBS partner sends a 50+ lead, what is the split matrix?
TS keeps 70% (80/20 split DM3/DM1)
MAS gets 30% (SBS is split in with this portion)
When should you complete pricing?
ASAP - we should be getting payroll register/worker's comp, as soon as you submit the BRET, price it out!!
When does ADP TLM get set up?
3-4 payrolls (6-8 weeks)
What's a way to identify if a company is level funded?
the word 'stop loss', 'claims funding', multiple rates listed on medical invoice instead of singular premium
Who do you reach out to if you need a credit threshold increase?
Guilde Valdez
You have a personal referral outside of your territory, what is the split matrix?
50/50
When is the last day to click done on an FY25 deal?
June 3
When does the client get billed for benefits?
invoiced on the 1st, billed on the 10th
Company name, date, carrier name, previous plan name, previous plan premiums, new plan name, new plan premiums
Scenarios that require a 2 year term commit
Select, Admin below the floor, 4 months free promo
What is a FTL?
a lead from a partner that originates from a COI (Bank, CPA, advisor)
a lead from an ambassador
you are able to work this opportunity outside of the state of GA without splitting the territory owner
Name the opportunities in your pipeline that will get you to President's Club, 100%, DM/SDM promo
When's the next meeting?
How many weeks does implementation need to set up?
3 weeks to their check date