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Determine when to use PPE vs Telephonic Enrollment
Some may not have a devise device or access to email, in which case the PPE process will not work.
Be mindful that some participants may be more skilled with technology than others.
Use your best judgement to determine good candidates for the PPE process.
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Send to any and every caller with potential, even if the potential is not great.
Many calls do not end with an enrollment. If you are unable to overcome objections, 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 very likely to result, send the email anyway.
Again, let the customer know 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 on your dashboard.
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Offer to schedule a follow up appointment to with shoppers that want to enroll but are unable to do so today.
If they decline the appointment offer, mark your calendar for 2 or 3 days out to verify they enrolled, by looking at your application submits in SunFire Blaze . If not, get their approval to call them back in the next few days to address any remaining questions/concerns they may have.
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