Sales Process
It takes 30 seconds to connect with a prospect
What is building rapport?
A service or product offered to our client's employees free of charge to secure working conditions.
What are valued added services?
In order to receive credit for a case count, you need.
3 employees & $2500 in AP.
Age requirement to qualify for accident 1.0 for permanent employees (not their dependents or spouses)
17
This is the application we currently use to record your weekly activity.
What is the RACE app?
This process consists of the Discovery, Strategy, Next.
What is the DM presentation?
This policy provides a stream of income should you become disabled due to an accident or illness.
What is a disability policy?
The ability for BCs to sit down with all/most employees negotiated during the DM presentation.
What are working conditions?
Campaign where we conduct drops territory-wide.
What is Tubular Tuesday?
What is the website's name where employees can enter basic information and create their own little town and learn more about our products
What is VisitYouville.com?
If you have 50 employees or more you can have corporate create a custom Youville website which includes the company's logo
I like A better than B.....Hint: close
Alternative close
Dental Program: What's the minimum number of employees needed to open a dental group?
1
Tool used to sign up a new employer without using any physical forms?
What are fast forms?
What is the most requested benefit from employees to employers?
Dental
In 1955 Colonial brought them to the market place.
What are worksite benefits?
This is the highest converting lead source.
What are referrals?
The name of our proprietary platform used to enroll employees in our products.
what is Harmony?
Minimum number of employees required to open up a new group.
3
What is the acronym POP stand for?
Premium Plan Only
If an employer doesn't offer medical health insurance but employees have private health insurance policy or Medical/Medicare, can they enroll in the Medical Bridge?
Yes
Listen for customer content, meaning, and feeling, non-verbal behavior and customer words in order for the customer to feel fully heard and understood.
Active listening
How many plans does Colonial's Dental plan has?
5
This is the number to call when you set up a new account.
What is 1-800-43-VOICE Ext 2,2
Section 125
Plan 5