How It Works
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First Contact Communication
The license Agent will make contact with potential Client after appointment is set by the Call Center Representative or submitted Business Reply cards.
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Appointment Is Made
A Call Center representative may setup an in-person appointment for the Independent license Agent or a personal visit by the Field Service Representative or the Field Service Representative may make cold calls to Dentist, Doctors, Food Banks and etc.
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Potential Client Show Interest In The Service
This is when the Independent License Agent discuss with the potential Client about the Insurance benefits. Easy as 1...2...3! Potential Client of a company or organization may complete the form individually and give it back to Field Service Representative to upload
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Potential Clent May Complete The Insurance Application Form
The potential Client may complete the Insurance application form with the Independent License Agent.
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Status
You can login to review your Status.
