Paper Chase Pros
This document must be signed before updating the sale to 80% in Salesforce.
What is the Flock Service Agreement?
This milestone in Salesforce triggers the Implementation Coordinator to begin working the group.
What is 80%?
This is a common reason for pipeline stagnation after initial client interest.
What is clients not answering calls or stalling?
This tab in the Client Load helps track carrier details and submission status.
What is the Carrier List tab?
When a client stalls after receiving a quote, this is the best way to uncover their hesitation.
What is asking what’s holding them back?
This form is used to build the client’s account in Flock and must be fully completed.
What is the Client Load?
This is the monthly cutoff date for submitting all required documents.
What is the 2nd Monday of every month?
This is a proactive move when a client stalls after receiving a quote.
What is asking what’s holding them back?
This automation ensures DocuSign agreements appear in Salesforce without manual upload.
What is Salesforce auto-sync?
When the Flock Service Agreement is signed but the Client Load is incomplete, this is the next best move.
What is follow up with the client to complete missing fields?
Incomplete information on this document causes delays in account setup.
What is the Client Load?
This is the deadline for sending completed documents to meet the monthly cutoff.
What is EOD the Monday prior to cutoff?
This document helps clarify client expectations and demographic details early in the process.
What is the Census?
This manager-suggested fix, helps ISRs avoid chasing employer applications repeatedly.
What is using a checklist/Client Intake?
When the IC flags missing documents in their weekly email, this is the ISR’s first priority.
What is review the list and send the required items before the cutoff?
This item, typically found in the carrier’s welcome email, includes the group number and rates.
What is the Welcome Letter?
This person sends weekly emails listing missing or pending items for submission.
Who is the assigned IC?
This is a peer-recommended strategy when clients go silent post-quote.
What is sending a break-up letter?
This ISR best practice helps ICs stay ahead of the cutoff date.
What is submitting documents early and confirming receipt?
When a verbal agreement is reached but the sale is still at 70% in Salesforce, this action unlocks IC collaboration.
What is updating the opportunity to 80% once the signed agreement is received?
This document must be reviewed for completeness and accuracy before sending to the IC, as it directly impacts benefit setup and payroll alignment.
What is the Client Load intake form?
This proactive step ensures the IC has everything needed before the cutoff and reduces back-and-forth communication.
What is confirming all documents are complete and submitting early?
This action helps the IC anticipate client needs and personalize the setup process, especially when clients have unique eligibility or waiting periods.
What is providing detailed notes in the Client Load and verifying benefit timelines?
This ISR best practice involves using a shared tool to track document status and carrier requirements, improving collaboration with ICs.
What is maintaining and updating the Carrier List tab in the Client Load?
This ISR habit ensures nothing is missed and the IC can move forward without delays.
What is reviewing the IC’s weekly reminder email and resolving all yellow-highlighted items?