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  • Many calls do not end with an enrollment. If you’ve tried overcoming objections to no avail, there is still hope.

  • Tell the customer you’re sending an email to allow them to review the plan and that they may complete the enrollment on their own within 48 hours, should they change their mind after further review.

  • If you’ve scheduled an enrollment appointment, even if it's almost guaranteed to produce a submit, send the email anyway.

  • Again, let the customer know your you’re sending an email to give them the chance to review in preparation for the appointment and that the process to complete on their own is simple and easy if they’d rather not wait until their scheduled appointment.

  • The more the email is sent, the more you will be pleasantly surprised with submits randomly showing up on your dashboard.

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