VEGA
When do you NOT need SEI's signed?
C Corp
How much in HARD RC do you give up to SBS?
17.5%
Is General contracting a knockout?
Yes
Who oversees the Risk & Safety Consultants here in GA? This person could also be a good resource to add to Analysis or Proposals to speak to the relationship of Risk & Safety Consultants
David Walraven
What does our service fee include?
Admin + WC
True or False - your SBS partner's split is automatically added
False
SBS sets a meeting with a 50+ company, what is the lead flow that will protect you and include you in RC?
SBS must first send you the lead, then you must send a lead to the TERRITORY TS DM who covers that 50+ space
IF SBS sends the lead to MAS first, it goes to their TS DM Partner and you will NOT be included
When unsure if a company is knockout what can you do? (besides asking Candice)
Look at Knockout List
Ask the prospect some questions
Last resort - message John Piscionnaire
If you have questions on Credit or need help beyond the Credit UW assigned to VEGA?
Guilde Valdez
What are the pricing stipulations for promotions?
1 month free
2+months free
*Select cannot have any promotions
1 month free -above admin floor
2 months free -above GP floor + business case
What does Credit look at *in VEGA* when approving a credit threshold?
When setting up pricing, credit reviews 'Highest non-bonus payroll' and pay frequency
What constitutes as an open sales process?
Logged opportunity in Salesforce, 2 way communication with an accepted calendar invitation or specific next steps agreed upon by contact WITHIN a 90 day window of last meeting/2 way communication
When speaking with a trucking company what are some questions you can ask to ensure they're not a knockout?
Who drives the trucks?
- 1099s or W2's?
- If 1099's, are they driving company trucks or the 1099's own vehicles?
*1099's must be driving their own trucks or else it's a KO
Are they doing business to business delivery?
-If yes... who is unloading the deliveries? Depending on this answer you will need to understand what materials/products they are delivering
Are they doing residential (door to door) delivery?
-If yes, KO
Who can help you look at BRET/Risk documents outside of Candice?
*Not Tim* - do not just submit it
Deal Desk
Tripp Brown - benefits
Your Mentor
How do you ensure the benefits cost is accurate?
Double check modeling for medical, dental, vision as well as any benefit classes.
When adding to FIA make sure to click on *building* icon so that it pulls ER cost instead of full premium
How can you tell if you are ready to click done on a deal?
2. Have all of your pending conditions (risk/credit) been met?
3. Is the Sharefile complete (EE file, I9's, PTO, Garnishments, Bank proof)
What are the rules behind following a lead from an SBS partner outside the state of GA?
Lead must be tied to a CPA, Banker or Strategic Advisor
What is the maximum height exposure?
2 stories or 25-30 ft
Who manages the HRBP's here in the Southeast?
Andre Blythe
Where do you add their current Admin fee?
In Pricing > Adjust Client's Current cost
What are some best practices when working with a current client and you receive Client Data from Sales Support (100 Points awarded for each best practice)
1. immediately add docs to VEGA
*Tax info is uploaded TWICE - once for Form 940 and SUI proof
*Payroll reports is uploaded to Payroll Register > Pricing
2. Review if client has TLM, send to Bria if so
3. Add GLI
4. If client is on Complete or HR Pro (you can see this on RUN invoice) add ETS
- why? They have Ziprecruiter
5. If client has 401k -make sure to ask about FA & send off for comparison
When should you send a crossover (inside the region)
As soon as the Meeting is set, send ASAP
What is the purpose of the description of operations? When working with a blue collar company what is important to include? (100 Points awarded for each)
1. What are the employees doing (break out by each WC code)?
2. How do the employees do their job?
3. Do the employees use any machinery? Company vehicles?
4.Do you need to address any worker's compensation claims?
5. Does the company perform any safety trainings?
Part 1: If you need an i9 exception, who can you reach out to?
Part 2: True or False, Candice is the only one who can request this exception
Daelyn Gaetz, False
Role Play the Pricing Addendum