Logistics & Efficiency
For adhoc/driveby or short-notice meetings, these are materials that are a good idea to have "in stock" within the trunk of your car; handy to have in a pinch!
What are pre-printed team sheets, generic education books, Risk Quizzes, participant web guides, business planning deck, etc.?
This internal website provides fingertip access to the majority of plan design information on Enterprise plans.
What is Enterprise Help Text Index?
This is a feature within Salesforce that allows for e-mails to be copied into the contact.
What is e-mail linking?
This is the most efficient way to structure advisor meetings in order to reach customer engagement/activity goals...
What are advisor seminars/cluster meetings?
This JH team can help improve efficiency through programmatic support on T&E, benchmark requests, materials ordering, and more!
What is the RPS Data Team?
This is an easy way to simulate the appearance of a website as an app on your iPhone/iPad.
What is "Add to Home Screen?"
This is a team of highly skilled Relationship Managers who handle our emerging advisors' business.
What is the IRM Team?
These are tools that can help automate the role of the Plan Administrator, and in turn improve operational efficiency for the service team.
What are...Distribution SmartLink, Notice Manager, SEND Service, EZStart with direct mail, etc.?
This is a function within DAP that allows you to locate any group of advisors or plans by geographic location.
What is Map View?
The automatic addition of names and e-mail addresses from a spreadsheet, in order to create the appearance of a custom e-mail instead of a blast e-mail.
What is Mail Merge?
This is a tool that allows for advisors to create custom calendars with their clients; it also provides suggested content through another tool for such touch points.
What is JH Plan Manager and JH Education Resource Center?
This is an iPhone/iPad app that will allow for a week's worth of VPN access with a single login.
What is Zscaler?
This is the method to template commonly used e-mail messages that you can re-purpose.
What is "Create an e-mail Template" in Outlook?
This is the JH "SWAT" Team that can help SRMs and RVPs prepare and deliver Enterprise finals/conversion opportunities.
What is the Sales Finals Team (Mike Cooney, Jeff Kettwig, Scott Blomquist)?
This is an internal resource where documents can be stored, shared, and collaborated on within teams.
What is OneDrive/SharePoint?
This is a feature within Outlook that will move e-mails from certain people or which contain certain key phrases, and automatically files them for you.
What are Rules?
This JH Team conducts live enrollment/educational webinars, custom pre-recorded content and more!
What is the Integrated Education Solutions (IES) Team?