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KW Williams VA VB Rollout - Coggle Diagram
KW Williams VA VB Rollout
Products
Websurance (Metlife)
**
STD, LTD, Term Life, Dental, Vision, ACC, CI, HI, Legal
Careington
Discount Dental (Aetna network) and Vision
Boston Mutual
Whole LIfe
Marketing
Brochures
Apex
Implementation Timeline
PPA
Websites
Apex Landing Page
PPA Website
Flle Transfer
Websurance File
Call with Websurance TBD
Boston Mutual File
Call with Boston Mutual TBD
ACH Information (select Vendor)
Bucket Pay, Piedmont Pay, Other
Enrollment
Apex
Outbound
Self enroll link (last week of campaign)
Inbound