Recruiting
The #1 Source for finding candidates
Indeed
Name 1 of the 5 categories on the broker discovery form
company strategy
Employer Demographics
Client Retention
Enrollments
Voluntary and other Benefits
What Script do agents use on Friday?
Pre-Qualifying
What is the first thing you do prior to arriving to your Post Enrollment Debrief meeting?
Have Client Portal Link sent
Name 1 of the 4 items you need to bring to a DM2
Agenda
Discovery from DM1
Partner Flier
DM2 Book
Where does candidate sourcing come from on Agent Assist
Wall Street Jobs
What is something we bring to table at no cost that brokers may otherwise have to pay for
Enrollment Team
What script do agents use on Monday
Appointment Setting
When should a post enrollment debrief meeting happen
Week before deductions begin
Who is our contact for Large Case Acquisition
Hayden Lipham
What is the bonus called for referring a recruit to Colonial
Recruiting Training Bonus/RTB
What qualifies a broker as "protected"
$25,000 or 1 case in the last 12 months
What script to agents use for field prospecting
Drop Script
After the Post Enrollment Debrief meeting, when should agent make first phone call to group
When first bill is generated (usually around the 25th of month)
How many $2k ADMs does a DGA need to activate their variable bonus
2
What is the first thing you use in a first interview?
Recruiting Discovery Form
What is the #1 platform Brokers utilize from us
Employee Navigator
What script does an agent used to overcome
Rebuttal/Objections script
When should the discussion of the Post Enrollment Debrief meeting begin
DM2
True or False
An ADMs variable bonus is capped at $5k
False
It is capped at $10k
Name the 3 ways we tell candidates we get paid
Commission
Bonus
Renewal/Residual
What is name of the UW offer for 500 lives
Large Case Accelerator
Name the 2 objectives when using any of the scripts
DM name
Appointment
How many days in between Gathr log in's to activate the Gathr Bonus
14 or more
Who does Colonial Life partner with for Cafeteria Plans?
Ameriflex