SOP
If you needed to find promos available for VA, where would you look?
State Criteria
Does CL cover a member on duty?
No!
Give me one probing/discovery question we use on a sales call.
(side eye)
Who all on our team resides in TX?
Brina, David, Hilda, Kara, Preston, Ray
Who is known as the "King of Pop"?
Michael Jackson
What is the one thing an authorized user cannot do on an account?
Cancel
What is the cost of an annual dual legacy plan, with MC, BBEW (only for primary), and E-Shield for both (annual)?
$778.20
A member does not have MS and planning to move from TX to IL (still in Tx). Wants to change regions today. What do you recommend?
Attempt to upgrade the coverage now to Explore/Navigate in TX region. If declines, add MS to the legacy account as a one time courtesy and create follow up to switch regions.
As far as my expectations go, how many ACW expires are the 'max' on our team?
5
Which human muscle is the strongest?
The jaw
What are the requirements when making an OB call?
State company name, agent name, recorded line, reason for call, ask permission to continue
What does the new Discover plan offer differently than a Legacy plan?
Bystander coverage
What are the important key points you should mention when a member agrees to add E-Shield?
24/7 access, legal assistance/guidance, 72 hrs of assistance for each emergency, 30 day waiting period
Who on the team loves to collect keyboards?
Hilda
What is the only fruit that has seeds on the outside?
Strawberries
A member called stating they have not heard back from an attorney regarding their question. It's been 48 hours. What is the correct process?
Inform them it can take up to 72 hours, create a follow up on the account to ensure an attorney reached out.
How many people does the defend plan cover? Where does it cover them?
Everyone in the same household / primary residence
An annual member calls to cancel, you convince them to keep their membership but requests Auto-Pay to be turned off. Is this a save?
Yes, as long as a follow up is created to reach out to them at next renewal.
Who on our team is an identical twin?
April
What is the oldest soft drink in America?
Dr. Pepper
Can you delete an invoice off of an account?
NOOOO
Member is in a Fortegra state and wants you to apply a discount. What do you do? Is there anything we can offer?
Apologize and let them know promos are not available. We can offer the GSW kit
I am cancelling due to cannot afford, I am moving, and dealing with legal fees. Give me your best retention effort.
Let's ask Triller, was it a good rebuttal?
Who on the team is in a YouTube video that has over 2 million views?
Triller
Which country has the most islands?
Sweden