I cold called into an account and they said they work with Bob (broker). I need to call _______ and walk away.
What is my DSC?
100
The lady I talked with last night would like to purchase all of our policies. On a direct basis I can sale her
What is Life, Dental, Accident, Cancer (Max Diffrence), and CCR.
100
When prequalifying my leads I need to make sure that all the account I call on have a minimum of ____ employees.
What is 3?
100
I would like to cancel my policy; what form should I use.
What is the cancellation form?
200
My new account does not want to do payroll deductions, but they are willing to let me come in and meet with their employees. I used this form to set them up.
What is M0192R.__?
200
Before four corner marketing I need to check to make sure it is not an account or on the do not conntact list.
What is qualifying my leads?
200
Bob has an HSA and he would like to sit down and go over his policy options (payroll account).
What is Specified Disease or illness (cancer), Hospital Level 1, Accident, Disability, Dental, Vision, and long term.
200
If I only have 1099 employees I can offer them polices through...
What is a payroll account or a direct policy?
200
I am moving and need to change my address; what form do I need to use
What is a Request for Change form?
300
I have set a time to enroll employees at a new group, but first I must get their rates.
What is SIC request?
300
If the broker in an account tells my DSC that they will endorse us in ABC company; you need to make sure you adhere to predetermined splits.
What is the broker guidelines for splits on accounts?
300
I would like to purchase multiple policies through my payroll; are there any stipultaions on double coverage.
What is Sickness and Hospital
300
You qualify for 20%-40% savings by enrolling through
What is EDB or Payroll Accounts?
300
I would like to change my Accident Level 1 to a Level 2; what form do I use
What is an Accident Conversion form?
400
I have an employee disbuting if they enrolled or not; luckily I had them fill out...
What is a PDA?
400
If I walk into a brokers office with out permission it is terms for dismissal.
What is Broker Guidelines?
400
I have turned in the payroll deducctions to the HR.
What is Post Enrollment?
400
Disability can only be offered in
What is a payroll account?
400
I sold a policy on a direct basis on a paper application what other forms will I need to include
What is a transmittal and payment authorization?
500
My SIC request did not come back as I had hoped it would. I can ask for...
What is an exception/disbute it?
500
After I have been given permission to call on a large account I need to make sure the account has been secured by filling out ____ and emailing it to your DSC
What is an EBA?
500
I go by my accounts on a quarterly basis and email at least once a month.
What is servicing?
500
For an account to qualify as a business we need... Daily Double...
What is tax id number?
500
My spouse and I work for the same employer, but I am taking a leave of absence. I would like to keep my policy, but switch it over to his name. How do I accomplish this
What is request for change form and fill out the Name Change Only section?