Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Conversation Control:

1-5 mins - not interested/no callback

5-10 mins - to schedule a callback

10-20 mins - to review benefits and see if they are interested in enrolling

45 mins-1hr – Enrollments

View file
nameSales Process Defined (4).pptx

View file
nameHighlighted Script 2024 AEP.docx

View file
nameScript Disclosures.docx

View file
nameAgency Sales Process and Transition Statements -Takaway.docx

Systems Processing:

View file
nameNavigating Suite CRM.pptx

View file
nameNote templates.docx

View file
nameWaiting for an enrollment in Five9.docx

View file
nameTransferring in Five9 (2).pptx

Trouble shooting (lightbulb)

View file
nameTroubleshooting audio issues.pdf

View file
nameDisplay Trouble Shooting.pdf