Tracking Policy Sales — Transcript

Full transcript

1. 0:00In this video, we'll be covering how to
2. 0:02mark and track sales made for
3. 0:05policybased leads.
4. 0:07We'll be covering the 4.0 green assets
5. 0:10as well as some additional setup that's
6. 0:12required to streamline the tracking and
7. 0:15submission of important sale
8. 0:18information.
9. 0:20To begin,
10. 0:22go to the sites tab.
11. 0:26Click forms
12. 0:28builder
13. 0:30and look for policy update form.
14. 0:35Depending on your branding bundle, your
15. 0:37product name should appear before the
16. 0:40title IL policy update form,
17. 0:45annuity policy form, or more. If you do
18. 0:47not see this, please reach out to our
19. 0:49support team to request an update to
20. 0:52your assets.
21. 0:54Once you find the form, click preview
22. 0:58and copy the form link from your web
23. 1:01browser.
24. 1:03Notice all the essential carrier
25. 1:06information and policy fields related to
26. 1:09that particular product.
27. 1:14Returning to agent CRM, click on account
28. 1:16customizer
29. 1:20and move ahead to the calendar tab.
30. 1:24Select the calendar
31. 1:28or bundle that you wish to use. In this
32. 1:31example, we're using Medicare. However,
33. 1:34you can edit multiple ones by returning
34. 1:36to this page and choosing the additional
35. 1:39forms.
36. 1:41Look for policy update form and paste
37. 1:43the link, hitting submit.
38. 1:47This will activate your policy sold
39. 1:50form.
40. 1:52Now we can return to contacts and see
41. 1:55what happens as we engage with a
42. 1:57contact.
43. 2:00In this example, Lord Darwin is a lead
44. 2:04that we wish to mark as sold.
45. 2:07We can see here that we just had an
46. 2:09appointment by looking for the
47. 2:10disposition dropdown
48. 2:14on the top right. Notice policy updates.
49. 2:18Clicking on this will expand to see all
50. 2:20of the activated policy fields. If we
51. 2:23have additional products that we sell,
52. 2:25we can also add those by following the
53. 2:27previous steps.
54. 2:31Clicking Medicare will open up the
55. 2:33Medicare policy form, allowing me to
56. 2:36update all the essential information so
57. 2:38I can log it for records inside of a
58. 2:40CRM's system. Information about the
59. 2:44carrier, effective date, monthly
60. 2:46premium, or any other relevant policy
61. 2:48fields can be simply and conveniently
62. 2:51updated here.
63. 2:53Once we've made those adjustments, we
64. 2:56can hit sold and reviewed.
65. 2:59Notice that these fields are not
66. 3:00required or essential to complete.
67. 3:05You can simply update by returning at
68. 3:07any point. However, marking as sold and
69. 3:10hitting submit
70. 3:13will log those records in your system,
71. 3:15triggering future events.
72. 3:20Notice that hitting that form submission
73. 3:22sent an email and a text saying,
74. 3:24"Congratulations on your new plan. Look
75. 3:27for an email."
76. 3:29additional administrative actions took
77. 3:31place
78. 3:33and further things are happening behind
79. 3:35the scenes to ensure that that client is
80. 3:37now taken care of on a deeper level.
81. 3:43If I hit refresh, any of the policy
82. 3:45fields that I updated in that form will
83. 3:48now be visible
84. 3:50in the custom fields. See that the
85. 3:53disposition is now marked as sold and
86. 3:55reviewed. And if I go to the
87. 3:57opportunities tab,
88. 3:59that contact will now move on to the
89. 4:01next stage. Notice Lord Darwin now in
90. 4:04the 4.0 green sold and reviewed stage
91. 4:09to see what's happening behind the
92. 4:10scenes. We can click on automations
93. 4:14Medicare assets
94. 4:164.0 green and we can find the companion
95. 4:19workflows.
96. 4:24The act of me changing that status
97. 4:27ensures that they come in and all
98. 4:29updates take place. Whether it's
99. 4:32removing them from nurturing sequences,
100. 4:34sending them important information about
101. 4:36next steps,
102. 4:38cleaning up any of the tags, and more.
103. 4:41Marking them as sold adds them to future
104. 4:44workflows as well, including cross-ell
105. 4:46campaigns as well as referral requests
106. 4:49and finally renewal or review stages.
107. 4:53Just the act of submitting that form
108. 4:55with adjustments to the disposition
109. 4:57triggers all these actions.
110. 5:00Once they're marked as sold here, make
111. 5:02sure that you complete your policy
112. 5:04servicing steps in your carrier or FMO
113. 5:07portal. Things like entering the
114. 5:08application, setting the effective date,
115. 5:10and issuing policy number will take
116. 5:12place on your other portals. All the
117. 5:15automations, marketing and nurturing
118. 5:17will take place inside of agent CRM as
119. 5:20you update these fields and fill in the
120. 5:22forms.
121. 5:27If anything changes related to that
122. 5:29policy at any point, simply come back,
123. 5:32click on the form, fill in the
124. 5:34information, and you can leave the
125. 5:36disposition as you currently see it. Or
126. 5:38you can trigger future events like a
127. 5:40referral request
128. 5:42or more by changing the disposition and
129. 5:45hitting submit again to update your
130. 5:47records.