POLICIES
WHICH POLICY BEGINS AT $2.77 PER WEEK
ACCIDENT PROTECTOR MAX
HOW MANY PAGES ARE IN THE CLOSING PAPERWORK?
7
WHAT PAGE OF THE CLOSING PAPERWORK SHOULD BE AT HAND DURING THE ENROLLMENT?
ROSTER/HIRE LIST
IF YOU ARE NOT ENROLLING, WHAT IS YOUR DAILY GOAL FOR WALK INS?
20-25 WALK INS
GREGORY,AN EMPLOYEE AT ABC PLUMBING HAD CANCER 3 YEARS AGO. HE WANTS TO INSURE HIS WIFE AND TWO DAUGHTERS ON THE CANCER ENDURANCE FOR $3.62. WHAT AMOUNT OF THAT IS PRE TAX?
NONE OF IT. ALL POST TAX
HOW LONG DOES SOMEONE HAVE TO BE REMOVED FROM CANCER TO RECEIVE THE GT100?
10 YEARS REMOVED, REMISSION
ABC PLUMBING'S ENROLLMENT PERIOD STARTS ON 08/19/2025. WHEN WILL THE FIRST DEDUCTION BEGIN?
10/01/2025
NO
AFTER A WALK IN, NO MATTER HOW IT WENT, BEFORE GOING TO THE NEXT STOP, WHAT STEP NEEDS TO BE TAKEN FIRST?
LOG IN THE WALK IN
HOW MANY BILLS NEED TO BE PAID ON A POLICY TO WHERE IF IT CHARGES BACK IT WILL NOT AFFECT YOUR QUALITY?
5 INVOICES PAID
WHAT IS THE MAXIMUM AMOUNT OF LIFE INSURANCE AN EMPLOYEE CAN HAVE IF 39 YEARS OLD?
$250,000
HOW MANY INITIALS ARE REQUIRED ON THE "EMPLOYEE ENGAGEMENT AGREEMENT" PAGE?
3 INITIALS
HOW LONG SHOULD IT TYPICALLY TAKE TO SIT DOWN WITH AN EMPLOYEE?
15-20 MINUTES
YOU HAVE AN APPT SET FOR 11AM, AT WHAT TIME SHOULD YOU STOP DOING WALK INS?
10:30AM, TO AVOID BEING LATE. UNLESS WALKING IN WITH THE INTENTION TO SET AN APPT ONLY.
MARGE, THE OWNER OF ABC PLUMBING WANTS TO INSURE HER BROTHER ON THE GT100. HOW MUCH COVERAGE IS HE ABLE TO GET?
ZERO.
AT WHAT AGE IS SOMEONE ELLIGIBLE FOR THE CRITICAL ILLNESS PROTECTOR?
18 YEARS OLD
ONCE COMPLETING THE CLOSING PAPERWORK, WHAT SHOULD THE DM EXPECT IN THE UPCOMING DAYS?
A QUALITY CALL FROM ALINA
WHEN FINISHED ENROLLING AN ACCOUNT, WHO IS TO RECIEVE THE YELLOW-COLORED TRIPLICATE FORM?
THE PAYROLL ADMIN/BUSINESS
AFTER HAVING YOUR LEADS QUALIFIED, WHAT EXTRA STEP SHOULD BE TAKEN TO INSURE YOU HAVE THE MOST INFORMATION POSSIBLE BEFORE WALKING INTO THE ACCOUNT?
RESEARCH. GATHER MORE INFORMATION ABOUT THE BUSINESS TO GAIN BACKGROUND KNOWLEDGE AND HELP WITH REPORT
LIBERTY NATIONAL WASNT ALWAYS JUST AN INSURANCE COMPANY. WHAT OTHER FIELD WERE WE SPECIALIZED IN?
FUNERAL HOME
MARK CURRENTLY HAS TYPE 1 DIABETES, YET DOESN'T REQUIRE INSULINE. IS MARK ELLIGIBLE FOR THE GT100?
YES
WHAT ARE THE THREE THINGS NEEDED ON THE FINAL PAGE, ROSTER PAGE?
EMPLOYEE NAME, EXACT HIRE DATE AND SIGNATURE/DATE
WHEN ENROLLING VIRTUALLY, HOW LONG DOES THE PROPOSED INSURED HAVE TO COMPLETE THE DOCU-SIGN BEFORE THE APPLICATION ON YOUR E-APP IS DELETED?
24 HOURS
WHAT SHARED DOCUMENT THAT TYLER HAS PROVIDED WILL HELP YOU REFERENCE THAT WE WORK/HELP OTHER BUSINESSES IN THE AREA?
HOW MUCH NET ANNUAL PREMIUM DOES AN AGENT NEED TO BE QUALIFIED FOR CONVENTION IN VEGAS NEXT YEAR?
$120,120 IN AP. NET AND GOOD QUALITY