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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

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nameSales Process Defined (24).pptx

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nameHighlighted Script 2024 AEP.docx

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nameScript Disclosures.docx

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nameAgency Sales Process and Transition Statements -Takaway.docx

Systems Processing:

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nameNavigating Suite CRM.pptx

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nameNote templates.docx

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nameWaiting for an enrollment in Five9.docx

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nameTransferring in Five9 (2).pptx

Trouble shooting (lightbulb)

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nameTroubleshooting audio issues.pdf

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nameDisplay Trouble Shooting.pdf