Logging
What percentage do you hit when doing a walkin and just talk to the DM?
20%, 40%
Best way to set up an enrollment with an Auto body?
Lunch time, late afternoon. Usually Fridays are not good.
XYZ HVAC is enrolling 12/01. What is the enrollment period, first deduction date, and policy effective date?
Enrollment: 12/01-12/31, Deduction: 01/01, Effective date: 02/01.
How many employees must work at a business for us to close it?
5
You keep getting "i am not interested" from DMs, what should you focus on?
Rapport
How do you log an appointment?
20%, 40%, 60%, click "appoitment" under "appointment/ follow up", select date and time when the appointment is.
How to set up a good enrollment at a machine shop?
They are all at the business, want to get to the business around mid-morning when everything is up and running.
XYZ Towing enrolls 12/10, what is the enrollment period, first deduction date, policy effective date?
Enrollment: 12/01-12/31, Deduction, 01/01, Effective: 02/01
At an enrollment, an employee gets 15k of gt65 for himself costing 10 per pay, he also gets 15k of clp for his wife costing 15 per pay. How you do fill this out on the salary redirection sheet?
10.00 on pre tax side next to gt65
15.00 on post tax side next to clp
If you schedule an appointment on tuesday while prospecting and it is scheduled for thursday, what should i do before going on my route on thursday?
Add the appointment in
You present to the dm, he wants to ask his guys, you set a group presentation. How do you log it?
20%, 40%, 60%, 80%, click "appointment", select the day and time you are going back for the gp.
Why is it important to have a second point of contact for the enrollment if the DM is not going to be at the business?
You want someone to know who you are, when you are coming, and how the enrollment is going to work.
XYZ Landscaping enrolls 12/21. What is the enrollment period, first deduction date, and policy effective date?
Enrollment: 12/15-01/31. deduction: 02/01, effective: 03/01
An employee gets 10k of gt65 for himself, that costs 15 per pay, and 30k for his wife that costs 30 per pay, that does not work at the business. How do you fill this out on the salary redirection form?
Employee must get 25k of gt for spouse to get any.
What are the issue ages for the discount card?
All ages
How do you log an on the spot close?
20%, 40%, 80%, 100%, submit for approval under edit, fill out the paperwork and send to suzie.
How do you set up a good enrollment at a service industry? (hvac, construction, electric, landscaping)
Let the DM know that it does not have to be done all in 1 day and you will have a whole month or 45 days to come in the morning to see a couple guys before they go out on jobs.
*300 extra points if you say start with a quick group pres
How much AP do you have to submit to hit bonus?
1400
At a reenrollment, an employee already has 50k of gt65 for 20$ but wants to add a family accident and 25k for his spouse of gt65. How do you fill out the salary redirection sheet?
existing pre tax for GT65 for 20.00
New pre tax for the accident
new post tax for the spouse gt65
What size pants does Kyle wear?
33/30
How do you log a cold walkin?
leads, new, worksite, enter all information, first and last name, company, lead status, campaign type, address, put in research, and copy.
The new lead will generate, hit ws walkin, paste research, first walkin, then log normally
You are back for a second day of enrolling at a contracting company. Last monday you enrolled Jim for 50k of life. He comes up to you while you are enrolling another employee and says he wants to cancel. How do you handle this?
Ask Jim to step out while you are enrolling so Jim does not ruin the current guy.
XYZ Trucking has been your account for a year and you get the reenrollment scheduled. You get to the business and happen to look at the daily updates and see they are over a month late. What do you need to do before you start enrolling?
Go get the bill paid.
A 55 year old gets gt100. Before they leave what do you need to prep them for?
A QAC
Till what year do we have the naming rights for Globe Life field?
2048