The Speakeasy is Closed
What kind of state is PA considered?
Pioneer state
How far is Tim willing to travel?
To the moon!
Where can you find the blitz package with Kind bars and Liquid IV for drop ins? (Specific steps)
1) Salesforce
2) Marketplace
3) Search "Blitz"
What resource can you use to make preparing for drop in's easier?
CoPilot
True or False: Joe B has had a school secretary tell him "no i don't want to send that email for you."
False
What did Matt Salisbury reference could be your biggest impact in regards to landing new accounts.
A reference letter from your existing accounts.
What is the goal growth percentage for re-service accounts in Pennsylvania?
BONUS: What is the current overall company growth percentage goal?
18% (100 pts)
8% (100 pts)
How do you access Salesforce email templates from Microsoft Outlook?
Click the Salesforce cloud icon in the Outlook toobar.
What document needs reviewed each year in the pre-enrollment meeting.
Section 125 Plan Document/Summary
What is Dylan's method to sell more policies and increase NDAP?
Combining policies. Ex: Cancer with Critical illness and Accident with Hospital?
What is your end goal as an account manager on a drop-in?
To land a meeting for Putty, your ADE (Account Development Executive).
What is the new group PPA goal?
450 PPA
What are the pre-made email templates called in Salesforce AND where can you find them?
Lightning Templates - group contact, Email button, insert template
When did Tim Samolis recommend having pre-enrollment meetings for July 1 accounts.
December
ABC School district does not allow mid-year changes to American Fidelity products. A customer calls customer service to cancel their whole life insurance policy. What happens next?
To be an account manager, and not an enroller, how often should you contact your accounts?
At least monthly.
What two places can you find information about an enrollment. Ex: enrollment process, group coverage information, schedule, product mix etc.
1) Enrollment Guide
2) Teams
Give an example of two best uses of co-pilot for American Fidelity account managers.
1) Meeting Summaries
2) Follow-up emails
3)Call Preparation notes.
4) Employee Friendly explanations
5) Enrollment Reminders
6) Agenda drafting
According to Matt Salisbury, what is the best way to achieve the work/life balance you want?
Planning
Who do you contact to remove deceased dependents/persons from AFEnroll and/or Benefit Manager?
Policy Maintenance. Ask them to remove the dependent from all systems then email AFEnroll support to have them deleted from Benefit Manager or AFEnroll.
Please stand up and deliver your 30 second elevator speech for drop-ins.
This is subjective and the group will judge your answer. May god have mercy on your soul.
At what percentage of participation is a group considered "saturated"?
Trick question! Accounts are never saturated. Ever. There is always opportunity.
What are the four steps of the "trust but verify" workflow when using copilot?
1) Prompt
2) Review
3) Verify
4) Approve
You finish completing a post enrollment audit and complete your task in Salesforce. What is the next crucial step that needs to happen?
Any changes need to be updated in AFEnroll/Bookeeper report and communicated to the group.
What two dates are most important when transferring a policy from one group to another?
1) Last deduction date (former employer)
2) First deduction date (new employer)
*Get these dates, do not make them up!