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| Warning |
|---|
Do Not: Ask if the customer would like to enroll via email. |
| Tip |
|---|
Do : Tell the customer “I will now send you an email. This will include the plan benefits so you can review. It will also have a few quick items to complete. It’s easy and I’ll be here to help you through it. Just remember to use [enrollment reason] for the enrollment reason. Ok it is sent, hit refresh every few seconds and it should be coming to your inbox shortly.”State the following: We can get the application submitted one of two ways. The easiest and quickest way is via email. I’ll send you a link and make sure you can open it. There are only four sections. Most of which are filled out for you. As we’ve been talking, I’ve entered in most of the information needed. You’ll verify everything is correct and submit the application yourself. I’ll walk you through each section in case you get stuck or need help ok? |
Agents are much more successful initiating the PPE process when they simply tell the participant this is the process rather than giving more than one option.
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