Insurable or not?
Supplemental plans
Applications
Phone Etiquette
Appointments
100

High blood pressure uncontrolled?

What is not

only high blood pressure controlled for at a least year with appropriate weight class may qualify 

100

Name a dental plan you can write through USHA

What is Secure dental plan

100

Can you answer a health question the client forgets to answer?

what is No, you must call client, client must answer

100

What times Monday through Friday that are appropriate and legal to call prospective clients?

What is 8am-10pm

100

When setting an appointment, what are 4 vital pieces of information to ask prospect?

What is Health history, Income, Who will be on policy, do they currently have coverage

200

Cancer free 10 years no medications

what is may be insurable

200

What is the name of the 5 year renewable term life insurance policy with accelerated benefit USHA offers

What is Medguard

200

If client doesn't answer verification call will policy go in force?

what is no, they must reschedule and answer

200

What should agent do if prospective responds with angry/threatening text?

What is not respond and if necessary tell team leader

200

Should an agent ask for social security number on new internet call?

What is No only at time of application

300

Tattoo Artist

what is not

high risk profession

300

What plan protects against additional expenses occurred per insured per accident 

What is accident Protector

300

How many health questions are technically on premier choice application?

What is 12 with alphabetical subquestions

300

Can an agent explain in depth the secure advantage plan to prospective client via text?

What is no, be vague but informative and set appointment to speak

300

Can Agent set appointment in a state they are not assigned?

What is yes but an agent assigned to that state will need to run appointment

400

Cruise Ship Captain

what is not

high risk profession

400

What is the name of the 10 year term life insurance policy USHA offers?

What is Life Protector

400

Can client answer health questions over the phone and Agent fill in virtually?

What is yes

400

What are 5 appropriate methods to communicate with prospective clients?

What is phone call,text,email,social media and in person

400

How during an appointment can agent present policy visually to prospect?

What is Crank/screen share

500

Healthy 35 year old individual, no medications with Rx history last year that they were prescribed Zoloft one time?

what is not

High risk for suicide according to underwriting guide

500

What is the short term accident disability income insurance

What is Income protector

500

What is the under writing entity in North Carolina that USHA uses?

What is National Foundation Life Insurance Company

500

According to new script,  how should agent introduce themselves to new internet lead?

What is Hello this is_ getting back to you regarding your search for cost effective insurance

500
How many appointments are recommended per week in order to sell a policy

What is at least 8