General Company Knowledge
Ron Powell
Who is the President of Senior Life Insurance Company?
Duplicate, Over 85, Current Policy Holder
What are the 3 basic guidelines for replacements/credits?
Telemarketing & Direct Mail
Which leads do we not sell on the Leads the Way app?Telemarketing & Direct Mail
Where does everything for Senior Life Operations begin? Where does it end?
What is Leads?
What is Claims?
An agent's most useful tool
What are Leads?
Agency owners responsible for placing lead orders for their downline.
What is an RVP?
Josh Reilly, David Price, Doug Blake, and Rusty Westfall have one of these.
What is an LOA?
*Daily Double: Why do these agents have LOAs?
What is cost per lead?
The amount of business that stays on the books over time.
What is persistency?
More leads generated & sent out = ______ ?
What is production?
And higher production equals more business for the company which means more opportunities for advancement/pay increases for home office employees.
Karen Boyd
Who is the COO?
Direct Mail (English & Spanish), Multisource, Telemarketing, Online Quote (English & Spanish), Facebook (English & Spanish), Television (English & Spanish), Yellow PageWhat lead types do we offer?
What lead types do we offer?
Vendor information, TV stations we run commercials on, and how we generate leads
What are things we never discuss with agents?
Half an agent's advance goes toward any debt owed to the company.
What is the 50/50 program?
Where we fill lead orders
What is the Leads Dashboard?
What is Direct Sales?
We send Direct Mail to the RVPs responsible once the leads reach this age.
What is 90 days?
This lead is meant for field agents only. We do not send them to telesales agents.
What is a Direct Mail lead or Follow Up?
What is an advance statement?
Daily Double: How do you find an advance statement?
What should you do if you see an agent taking a lot of leads and they have a high lead debt?
A policy that only lasts a certain amount of time (i.e. 20 years) and when it ends you will need another policy if you are still alive.
What is a term policy?
*Daily Double: What is an ROP Policy?
1200-1500 and 2200-2500/max 3k
What is a lead debt cap for an agent on 100% and 50/50?
Daily Double: What does an agent's lead debt have to be before they can go back on 50/50 after they get kicked off?
These leads are generated by a third party. The prospect has requested information about a Final Expense policy through some form of advertisement and the outside party is not able to help them.
What is a Multisource lead?
An agent calls to go over their commission. Who does this call need to be sent to?
What is Agent Support?
What is the most important thing to make sure you are always doing in the leads department?
What is paying attention to detail?