Individual STD - ISTD3000
Individual Short Term Disability (ISTD 3000) uses one risk for an account based on the industry rating. The available risk ratings are
What is AAA, AA, A, & B?
The ideal number of days between activity is ______
What is 2 days?
The base package is offered at no cost with ____ Colonial Life products.
What is two?
The BAM number of dials per call blast
What is 20 dials?
With this app you can view your latest paycheck, download detailed statements and view upcoming comp
What is Compensation app?
(updated weekly on Tuesday)
STD policy offers two base Individual Disability plan choices
What is Off-Job Accident/Off-Job Sickness Disability benefits and On/Off-Job Accident/ On/Off-Job Sickness Disability benefits?
What is a call, drop, email or text?
The amount of customizable documents uploaded with the base package
What is two?
The BAM number of drops done in a week?
What is 25?
This app is used to set up new accounts and complete forms for existing accounts.
What is Fast Form app?
The on-job benefit is ___% of the off job benefit.
What is 50%?
The overall goal of the process of Lead Advantage
What is to set the DM appointment?
Use this hub to submit a demo request, submit an integration or provide feedback on the platform
What is Enrollment Technology Hub?
The BAM number of appointments set in a week
What is 7 appointments?
The app is used to track progress towards bonuses for ASR's
What is Rep Bonus Tracker app?
(updates weekly on Tuesday)
The benefit amounts for STD policy
What is $400 to $6,500?
(offered in $100 increments)
(GI up to $4,000)
One activity you should do on every touch.
What is learn two unique things about the business?
Use this hub for the orientation appointment with your client or client help with GATHR
What is Client Resource Hub?
The app used to track your prospecting activity
What is Agent Assist?
This app is used to access the Colonial Life for Clients portal to view invoices, payment and employee details for all of your clients
What is Agent View app?
Pregnancy is treated like any other covered sickness and is subject to what two policy exclusions?
What is the Giving Birth Exclusion and the Pregnancy with pregnancy-related complications within the 9-month Birth Exclusion
What is follow ups?
Both of the previously mentioned hubs along with tons of other information and resources can be located in the recourse document located in PROPR by searching "GATHR"
What is GATHR Field Playbook?
The activity model used to set weekly prospecting activity
What is Drive 375?
All app resources and training can be found in this document located on PROPR
What is Apps, Tools and Reporting Guide?