Name That Policy
This policy type provides coverage for a specific period, it is a simpler and more affordable life ins policy
What is the proper introduction when making an outbound call?
"Hello, I am calling from Coventry Direct on a recorded line, may I speak with ______?"
In what popular Pennsylvania river does Aaron like to swim in?
Schuylkill River
When you have an OPP call is that is CAW, how do you log the call?
Via General Task
This disease refers to a group of conditions that impair blood flow to the brain, restricting necessary oxygen and nutrients, which can lead to stroke, vascular dementia or brain tissue damage
Cerebrovascular Disease
This policy provides lifetime coverage. It includes unchanging premiums and garunteed death benefit
Whole Life Policy
What verbiage should we use when a PO lets us know they are no longer interested (cordial call)?
"May I ask why so I can update your file accordingly?"
What does Ginger do as a little side gig with her son?
DoorDash
What is the procedure when you have a Canadian Agent on the phone?
Place caller on hold, let Aaron and Ginger know
What languages are available through the suicide hotline?
English and Spanish
This type of policy provides lifetime coverage with the ability to adjust premium payments and death benefit amount as your needs change
Universal Life Policy
When we are on the phones, please be mindful of.....?
VOLUME
What does David do as a hobby?
Choir
When you have a DNQ that you believe needs further review because they may have a rare health condition that limits lifespan?
Create a Processing Approval Needed Notification
What two types of policies will we NOT screen?
AD&D, Long term Care Insurance
A type of policy that provides financial benefit if the insured suffers permanent injury due to unexpected circumstances
AD&D Policy
When do we need to do when we have a combative caller on the phone need to disconnect?
We need to let the caller know we are disconnecting before we do so.
What was Glenn dressed up as this past halloween?
Chris Brown
When we have POA screening a policy, what is one thing we are supposed to make them aware of if the policy qualifies?
They will need to provide proof they are the POA to the RD assigned
What does the "D" in the D.I.S.C personality test stand for and what bird is associated?
Dominant/ Eagle
This type of policy has options A,B, and C for different types of coverage for those insured. Not a permanent policy.
FEGLI Policy
When you have someone who may qualify on the phone, you need to maintain THIS type of verbiage
Optimistic Neutralism
What do Jillian and Ginger have in common?
They are both from New England
When you have a PO's assistant on the phone who wants to screen a policy for their boss, what do we need to tell them?
We cannot screen a policy without the PO or insured on the line
What year was Coventry Direct Founded?
1982