ASR Basics
Step one of our process.
What is prospecting.
The name of Colonial's latest dental plan.
Our benefits counselor.
Everyday @ 12:00
The year Colonial Life was started.
When is 1939?
The app used to keep track of leads and dials.
What is Agent Assist?
DAILY DOUBLE
Free offerings to strengthen working conditions. They require a certain number of people to sit with the benefits counselor. (There are several, but we usually us AD&D)
Territory Sales Manager (TSM)
Who is Chris Menard?
Tues, Wed, & Thurs from 9 to 5.
When do we prospect, run appointments, & do drops?
Location of our corporate office.
Columbia, SC
The document we bring to a DM 1.
What is a discovery form?
This product has an AD&D benefit attached to it at no extra cost.
What is the accident plan?
Territory Sales Trainer (TST).
Who is Chris Simmons?
Monday @ 11:15 a.m.
When is the 1st appointment setting call lab?
CEO of Colonial
Who is Tim Arnold?
The most important document in the office.
What is the hard calendar?
John is covered by THIS Colonial product and is paid when he has a heart attack.
What is Critical Illness?
Territory Recruiting Manager (TRM)
Who is Yvette Oar?
Friday @ 11:00
When do we do make-up appointment setting dials?
(DAILY DOUBLE)
The three companies in one approach we use in DM 2s. (What are they?)
What is a ... 1) Benefits Communication & Education Company 2) Flexible Enrollment Company 3) Insurance (benefits) Company.
What is PROPR?
The ONLY Colonial product that is NOT extendable to family.
What is Disability?
Territory Office Manager (TOM).
Kellye Donnelly
Monday @ 3:15
When do we update the live board?
The tab on PROPR where you access Bonus Tracker, Producer Scorecard, and Comp Statements.
What is Comp & Incentives?