PPAs Please
What does PPA stand for?
Preferred Partnership Agreement
Place for Fall Apple picking and reason brokers have a Q4 time crunch.
Orchard & Open Enrollment
The average amount of times you reach out to build traction with a COI
7 connections
What is trust, a relationship or a partnership
COI stands for this. No, it's not "Champion of Icebreakers"
What is Center of Influence
What is the standard length of time for revenue share payouts?
2 years
Popular Starbucks Fall drink and Platform for isolved Preferred Partners
Pumpkin Spice Latte and PartnerHub
Minimum frequency you should be connecting with your top 20 COIs
Monthly
Name 3 Top National COI Brokerage firms
USI, HUB, MMA, Gallagher, Brown & Brown, Assured Partners just to name a few
True or False: A COI is someone who provides you referrals and great local restaurant recommendations
What is TRUE
True or False: Benefit Services, HCM, and HR Services have the same payout tiers for the revenue share?
False
Traditional Thanksgiving Fall Desert and isolved COI Agreement
Pumpkin Pie & Preferred Partnership
This is the Frequency that COIs are paid out on a Revenue Share?
Quarterly
IF a COI does not respond to emails, return phone calls, does not attend webinars, and is never in the office should you continue to reach out (really think and commit to this answer)
No. Time to add 2 new fresh COIs in and take this one out of rotation.
What is the main reason COI's refer isolved business?
(hint: think of what we provide for their clients)
We provide the technology for their clients also ALEC tells amazing stories to his COIs, so they have to refer him.
The one-time HR Services bonus payout begins with this number of employees
30 employees
Place to gather with friends to warm up on a cool fall night and the most well-known traditional COI
Bonfire & Brokers
The ideal time to do a new COI PartnerHub Demo?
After a PPA (Preferred Partnership Agreement) is signed
Best way for a Broker to refer you business so they have visibility to track it
PartnerHub
When a COI refers how involved should they be in the process?
As much as or as little as they would like.
These two items are not included as part of a revenue share payout
Implementation Charges and Year End w2s
Yellow, Orange, and White Candy and Yearly in person event put on for isolved Preferred Partners
Candy Corn & isolved Connect
How often do revenue share commission statements go out to COIs on a Preferred Partnerships once clients go live?
Monthly
Why would you profile a COI and their firm?
Any of the below answers are correct:
Who makes up the firm.
To make sure we know the things that are important to them.
The resources we can provide them
Make sure we are referring them the correct type of clients
Find out what is important to their firm such as if they are on board of a local non-profit
Great way to have a COI become familiar with isolved and test out our technology & service if they have numerous clients
(hint: they have already viewed a demo!)
Refer one client to start!