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Enrollment Process

Warm Up, Expose Need, Meet Need, & Cool Down

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What’s Wrong?

What can we learn from Ned’s attempt to enroll Phil?

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Discuss: How do you start enrolling?

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How to Start

  • introductions
    • self
    • client
    • company
  • build trust
    • portability
    • no-cost items

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How to Start

  • introductions
    • self
    • client
    • company
  • build trust
    • portability
    • no-cost items

“Hi! I’m [your name], a [position] with Globe Life Liberty National Division. And you are?”

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How to Start

  • introductions
    • self
    • client
    • company
  • build trust
    • portability
    • no-cost items

[Listen!]

​

Hint: Write client’s name on worksite booklet from roster as client talks.

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How to Start

  • introductions
    • self
    • client
    • company
  • build trust
    • portability
    • no-cost items

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How to Start

  • introductions
    • self
    • client
    • company
  • build trust
    • portability
    • no-cost items

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How to Start

  • introductions
    • self
    • client
    • company
  • build trust
    • portability
    • no-cost items

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How to Start

  • introductions
    • self
    • client
    • company
  • build trust
    • portability
    • no-cost items

Go to eApps & Complete No Cost Data Entry & Policy Info

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Discuss: How do you expose a need?

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Expose the Need

  • needs planner
    • ask ALL questions
    • delve into the family needs
  • discuss budget

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Expose the Need

  • needs planner
    • ask ALL questions
    • delve into the family needs
  • discuss budget

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Expose the Need

  • needs planner
    • ask ALL questions
    • delve into the family needs
  • discuss budget

Keep your promise to the DM!

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Expose the Need

  • needs planner
    • ask ALL questions
    • delve into the family needs
  • discuss budget

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Discussion: How do you meet a need?

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Meet the Need

  • know products
  • practice eApps
  • remember the pie
  • protect business

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Meet the Need

Agent Services

  • Worksite Enrollment Training Guide
  • Product Knowledge

Re-Enrollments (watch & do)

  • know products
  • practice eApps
  • remember the pie
  • protect business

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Meet the Need

  • know products
  • practice eApps
  • remember the pie
  • protect business

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Meet the Need

Don't eat the whole pie the first time. Leave something for next time.

  • know products
  • practice eApps
  • remember the pie
  • protect business

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Meet the Need

  • call Amanda, Cain, or Brittany if over...
    • $70/month
    • $35/semi-monthly
    • $32/bi-weekly
    • $16/week
  • avoid sticker shock
  • know products
  • practice eApps
  • remember the pie
  • protect business

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Discussion: How do you cool down?

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Cool Down

  • SRF/triplicate
  • eApps signatures
  • folder
  • next steps

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Cool Down

  • SRF/triplicate
  • eApps signatures
  • folder
  • next steps

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Cool Down

  • SRF/triplicate
  • eApps signatures
  • folder
  • next steps

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Cool Down

  • SRF/triplicate
  • eApps signatures
  • folder
  • next steps

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Cool Down

Client MUST type OWN name.

  • application locked (can't change)
  • avoid name misspellings
  • SRF/triplicate
  • eApps signatures
  • folder
  • next steps

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Cool Down

  • SRF/triplicate
  • eApps signatures
  • folder
  • next steps

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Cool Down

  • QAC from Home Office
  • deductions starting
  • annual return to re-assess
    • midyear to add
  • SRF/triplicate
  • eApps signatures
  • folder
  • next steps

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Enrollment Practice

Partner Up

&

PRACTICE Process