CPL TEAM PAGAN JEOPARDY

INB PROCEDURES

1

WHAT ARE 4 PII?

POL NUMBER

COMPLETE NAME (MIDDLE INIT, SUFFIX)

DOB

COMPLETE MAILING ADDRESS (APT #, ZIP)

PHONE NUMBER 

BILLING CASE NUMBER 

EMAIL ADDRESS

5

WHAT IS THE HOLD TIME LIMIT?

2 MINUTES! 

10

WHAT DO YOU DO IF THE CUSTOMER WANTS TO CHANGE THEIR CC ACCOUNT?

CHECK BPA, REMOVE OLD CARDS, ADD NEW CARD IN C3

15

CAN I SELL A K OR Z STATUS POLICY?

YES. BUT, K STATUS CAN ONLY SELL THE DIFFERENCE TO 15 UNITS. 

INB METRICS

1

POLICY YES

11%

5

VAR CONVERSION

67%

10

NAP/HR

$310

15

SALES CONVERSION

7%

OTB METRICS

1

POLICY YES

37%

5

VAR CONVERSION

35%

10

NAP/HR

$230

15

SALES CONVERSION

12%

QUALITY

1

NAME 2 VERBATIM SCREENS

REPLACEMENT QUESTION

2 YEAR LIMITED BENEFITED PERIOD

ALL HEALTH QUESTIONS

VAR SCREENS

5

IN THE STATE OF NEW YORK YOU MUST READ THE COMPANY NAME AS...

BANKERS CONSECO LIFE INS COMPANY

10

WHAT 3 THINGS ARE NECESSARY TO CLOSE EVERY CALL?

CROSS-SALE 

REFERRAL (WITH AGE RANGE)

PERSISTENCY STATEMENT

15

CAN YOU SELL A W STATUS POLICY?

NO! 

MISCELLANEOUS

1

YOU NEED TO STAY AT __% OR ABOVE TO REMAIN IN GOOD STANDING

90%

5

HOW FAR IN ADVANCE DO YOU NEED TO SCHEDULE OFF AND RECEIVE APPROVAL?

AT LEAST ONE DAY

10

PRODUCTION TIME SHOULD BE AT __% OR ABOVE

85%

15

FAILED PHISHING RESULTS CAN RESULT IN A PIP STARTING IN ... 

SEPTEMBER 2022