LEAD ADVANTAGE
The first touch is a call to do this
What is qualify the lead and attempt to set an appointment?
Maximum number of plans allowed per account
What is 2?
( Three plans may be offered if Retiree approved by underwriting for Public Sector accounts as one of the offered plans. )
The name of our health and services discount card
What is WellCard?
What is Dashboard?
Call Blast BAM
What is 20?
A “touch” in Lead Advantage is defined as one of these four activities.
What is a call, drop, e-mail, or text?
POPS stands for
What is the percentage of people seen?
The number of Activities tracked in AA
What is 4? (CALL, DROP, MEETING, EMAIL)
Weekly appointment setting BAM
What is 5?
Each touch should occur within this amount of time after the previous one.
What is within 48 hours?
Guaranteed Renewability: Employees can keep the same coverage up to age _____ at the same rates if they change jobs or retire
What is 80?
Number of employees needed to qualify for a POPS Program
What is 10?
This tab in Agent Assist shows your scheduled and completed activities all in one place to help keep you organized and focused throughout the day.
What is the Daily Planning Tab?
Weekly drop BAM
What is 75? (WEEK 1-3: 25, WEEK 3=6: 50)
The most effective type of touch to build relationships
What is a drop?
The number of coverage classifications
What is 4? (Class A - Preventive, Class B - Basic, Class c - Major, Class D - Orthodontic)
What is 4? (TUNED, AD&D COVERAGE, TELEMEDICINE, IDENTITY THEFT PROTECTION)
The total number of days to work a lead from claim to close/expiration
What is 65 days?
Quarterly case count BAM
What is 4?
Monday's dials should exclusively consist of calling this type of lead category.
What is warm/hot?
The number of Dental Plan options
What is 7? (IPREVENTIVE ONLY, STANDARD, ENHANCED, PREMIER, FREEDOM, FREEDOM PREMIER, RETIREE)
TOTAL NUMBER OF POPS & COMPLIMENTARY PROGRAMS
Make sure you
are working enough leads by maintaining a pool of ______ leads
and actively working through the ________ process.
What are 150 leads and the Drive 375 process?
Quarterly premium BAM
What is $30K?