Team Prosperity

Miscellaneous

1

What is the % that you need to maintain to avoid a Pit? 

90%

5

Production Time should be at _ % or above 

85

10

Failed Cybersecurity results can results in a PIP starting in _

September 2022

15

What far in advance to you need to schedule off and receive approval?

 At least 1 day in advance 

Quality

1

Name 2 verbatim screens 

2 year replacement question 

Effective date ( Dates Only)

5

What are 3 things that are necessary to close every call?

cross sale

referral 

Persistency statement

10

Can you sell a w Status Policy?

No 

15

What is the name of the Company  in the state of New York?

Banker's Conseco Life Insurance Company 

INB Procedures

1

What is for PII 

First, middle, last and Suffix

Policy #

Address

DOB

Phone number 

Email Address

5

What do you do if the customer wants to change their CC account?

Check BPA, remove old cards and add new card

10

Please give an example of a Proper Upsell offer on INB 

CANNOT SAY ( DO YOU WANT MORE COVERAGE)

15

Can you sell a K status policy?

 Yes, the differences 

Inbound Metrics

1

Policy Yes %

11%

5

Sales Conversion 

7%

10

Var Conversion 

67%

15

Nap/Hour 

310

Outbound Metrics

1

Policy Yes 

37%

5

Sale Conversion 

12%

10

Var Conversion 

35%

15

NAP/HOUR

$230