Phone's
What are the 3 items we seek if you dont book an appointment
Owners Name, No. of EE's, Do they offer HC
What are the 4 different personality types?
Sanguine, Melancholy, Choleric, Phlegmatic
What do we need to quote Ohio WC?
AC-3
Who do propose to?
Financial Decision Makers (President, Owner, CEO, CFO, Founder)
What is our Service Agreement called?
PEO CESA w/ Link to Payment
What are the 4 things needed after booking appointment?
Confirm Address, Email Address, # of EE's, Do they offer HC?
How far in advanced should first meeting prep be done and approx how much time should be spent on prep?
24 Hours, 30 minutes or 1 hour
Who is the director for Ohio Underwriting?
Stacy Vadnal
How far in advance should we prep for Proposals?
48 hours Minimum
How do we collect set up fees?
Stripe Payment/ CC or Bank Account
First response after initial objection
How many employees?
What is one of the first questions we should ask?
Why am i here? What interested you in taking the meeting? What did i say over the phone that is most important to you? What are your goals?
Who is the VP of Non OH WC?
Sharee Andrade
What are the first 3 things that should be discussed or asked about in the proposal?
Excited? Internal Conversations/Confirm Buyers, Business Case/Recap Discovery
What is the ODJFS Document Clients will sign?
ODJFS 20106
When leaving voicemails, what are the increments?
2-5 Day Increments
List Non Ohio Quoting Docs needed for a quote (do not have coverage)
Acord, Loss History Affadivit
What are the documents needed for 401k?
408b2 Fee Disclosure, Fund Allocation Report/Asset Breakdown, TPA Fees
What is the last thing shown in the Proposal?
Financial Analysis/Invoice
Name 5 PEO Reporting States
Alabama, Arizona, Georgia, Illinois, Kansas, Maryland, Mizz, Montana, NC, New Hampshire, NJ, NM, NY, Oklahoome, Oregon, Tennessee, Texas, Utah, Virginia, Wisconsin, WV
What is dialpads support email address?
"customer-support@dialpad.com"
What are the 3 things that need to be done at the end of the every YQI?
Gather Quoting Docs, Set Clear Timelines, Schedule Next Meeting
What are the 5 things needed to quote (PEO, HR Administration)
Payroll Register, Payroll Frequency, Copy of Recent Payroll Invoice, Unmployment Rate Letter, Additional Cost for HR
What is the median average wage for an HR Director/Manager?
$104,209
Name the 5 Sales Managers in the Midwest Region
Tyler Guckiean, Chantell Rocha, Jason Nold, Shawn Davis, Adam Funk