Systems / Sites
Renewals
Calls
Quotes / Proposals
Potpourri
100
Siebel & Mainframe
What iare the two software programs commonly used?
100

A contract that has claims detail.

What is a self-insured, ASP or ASO contract.

100
1500
What is the relationship call goal for the year?
100
The team in Inside Sales whose responsibilities include creating Siebel Account records and generating proposals.
What is the PreSale Team?
100
Terry
Who is the freaky man you met in licensing school?
200
eRates
What is the site to use to access pooled client rates?
200
Broker is paid a flat 10% commision end up in this pool.
What is the Misc. Pool?
200
Renewals / Plan Upgrades
What is a Sales Call?
200
Negotiation
What is a sale stage?
200
Smartwater
What is the type of water Brett drinks?
300
Where Managers view our pipeline reports
What is the InfoSource?
300
6-10 days
What is how long the CM's have to review the renewal worksheets?
300
Marchon $20 Extra Frame Allowance, TruHearing & GetFit Program.
What are the email templates that can be sent as a followup relationship call?
300
The tab in Siebel used to search for new accounts to add.
What is D&B?
300
Looks at hands after a sneeze
Who is Wick?
400
Where can you find Signature Picker templates?
What is the Well?
400
The report that shows the PLR.
What is the Client Experience Report?
400
2 Relationship calls automatically generated in Siebel
What are clients with 100 or more eligible?
400
Specific qualifications, requirements and questions.
What is a formal RFP?
400
Raced Cars
Who is Victoria?
500
Screen that shows the broker commission
What is GI01 screen 6 in mainframe?
500
The tool used to find several alternatives for a client receiving a 37% increase.
What is RenewalAlt?
500
Check once a month to see how your performance is trending against your peers.
What is YTD Inside Sales Call Report?
500
The way to track the sale and what is being sold.
What are the opportunity and policy records?
500
Loves Turbo Tax
Who is Margarida?
M
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