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Appt Setters Guide:Please Notify Zach if any of this information is…
Appt Setters Guide:Please Notify Zach if any of this information is outdated or unclear
Resources:
If than:
If on Medicare, don't respond
If getting Free Health Insurance don't respond
If ask for your license, business card, where your located, dont respond
Decline's: if over 50+ they need to be a family plan otherwise no go
Conditions
Diabetes, Cancer, Heart, attck
Medications
Gabapentin, Metformin, insulin,
Needs surgery
List of different plans
ACA/Govt/Obamacare
Bluecross Blue Sheild, Humana, Cigna, Ambetter, Tri Care, Friday, Anthem, Kaiser, Molina,
Short Term:
United/Golden Rule, Aetna/Coventry, National General, Liberty Health Share, Medishare, Chubb, Multiplan, Cardinal Choice, Life Shield, Philadelphia America
Objections List:
Price is too high:
Just keep in mind anything lower than the bottom of the range is a short term plan so you don't have catastrophic coverage included and no pre-existing conditions coverage. Is that what you were looking for?
Link to health sherpa:
https://www.healthsherpa.com?_agent_id=zachary-young
Personalized Phone number: (833) 489-1528
Things you need
ISALES APP
Username:
Jodierm2008@gmail.com
Password: Finish1220!
EZAPP Saved to phone
Username: zachary.young Password: Usha8297!
Google Voice Login
Access to my google calendar
Uploading
Step 1:
Step 2:
Go into "New RE LEADS"
To upload 5pm leads only do EST
To upload 8pm leads only do PST
To upload 7pm leads only do MST
To upload 6pm leads only do CST
To upload 10am leads only do EST
To upload 11am leads only do CST
To upload 12pm leads only do PST
Step 3
Copy ONLY 500
Make sure to highlight with your specific color which ones you've taken
Step 4
Create New Spreadhseet inside of "New Timezone" folder with amount of leads and Date Created
Step 5
Download Spreadhseet to CSV
Step 6
Go to Text Drip Chrome extension
Step 7
Go to Leads- isn't this create campaign?
Step 8
Click upload CSV File
Step 9
2 more items...
Go into RE Leads
Folder Link
Appointment Setting:
Step 1:
Step 2:
Step 3
Go to Quoting
Step 4
Send Step 5 Preset Reply Part 1
Make sure to put the range in the 10's. Ex: instead of putting 427, put 420's
2.5x the quote for the top of the range. Ex: 420's/m to well over 900/m
WAIT 20 SECONDS EXACTLY!!!
Send Step 5 Preset Reply Part 2
Step 6:
Save quote under lead info and Schedule Presntation Text for the following day same time
Step 7:
If they say yes that works, then send Preset Reply 6 to get a time, always want to get a time, not suggest one.
Step 8:
Once have a suggested date/time, go to my calendar and look up what I have available.
If you can, shoot me a text as thats my work calendar and sometimes i have personal stuff not on there
Step 9
Schedule a time:
3 more items...
Step 10:
2 more items...
Follow Steps under preset replies
Text Zach if don't know the answer
Refer to resources for Objections
CHANGE TAG BEFORE TEXTING BACK
Determine if Indv, Duo, Fam
Inital Texts (Notify Zach BEFORE SENDING NEW ONES)
Hey #first_name, new Blue Cross PPO plans released in #state with low premiums and affordable deductibles, would you like the quotes texted? -#my_first_name