Final Expense Telesales Tips - The Reboot!

When I get a new call in or call a referral one of the first thing I do is grab my 'Green Sheet' which is a very basic quote sheet. Not that I don't know the questions to ask. Mostly to have the information in the same place on every case. Email address, DOB, Smoker, family history and so on.

I guess it is a track of sorts.
 
When I get a new call in or call a referral one of the first thing I do is grab my 'Green Sheet' which is a very basic quote sheet. Not that I don't know the questions to ask. Mostly to have the information in the same place on every case. Email address, DOB, Smoker, family history and so on.

I guess it is a track of sorts.
Good idea. Much better than just grabbing the first note pad or piece of paper within reach. Would you mind posting a picture of it?
 
Good idea. Much better than just grabbing the first note pad or piece of paper within reach. Would you mind posting a picture of it?

I have a couple that I have tweaked over the years. Pretty basic. I will post tomorrow.

One constant is they are printed on green paper. I can always find it in the file when I write them again.

The magic is in the margins and on the back. The notes.
 
Block the denigrators.

If enough people do that, this place might actually be enjoyable and serve its purpose.

If you really did that you would end up with everyone blocked. Everybody has their opinion on here and they are not afraid to tell it. We've all done it including you. We will all continue to do it...including you. We've all been denigrators, including you.

I can't think of anyone on here that I have not disagreed with at some point and agreed with on others. At the time I'm disagreeing....I see them as the denigrators....so once again, eventually block everyone?

Maybe Val should tell us exactly what the forum is supposed to be instead of all of us believing it should be the way we think it should be.
 
If you really did that you would end up with everyone blocked. Everybody has their opinion on here and they are not afraid to tell it. We've all done it including you. We will all continue to do it...including you. We've all been denigrators, including you.

I can't think of anyone on here that I have not disagreed with at some point and agreed with on others. At the time I'm disagreeing....I see them as the denigrators....so once again, eventually block everyone?

Maybe Val should tell us exactly what the forum is supposed to be instead of all of us believing it should be the way we think it should be.

90% of final expense agents are upside down right now. Countless of my friends are worried, afraid, and unsure of the future. I just heard TODAY that UHC is freezing all MAPD commissions in April.

I dont have time to argue, Im hear to try and prop up as many people as I can.

I've been guilty in the past, Ill take that.

But during a time like this, there is not time for fvckery.
 
My only point is if you block one for that reason you might as well block everyone because we are all guilty of it. That's my only point. Plain and simple.
 
My only point is if you block one for that reason you might as well block everyone because we are all guilty of it. That's my only point. Plain and simple.

Todd, not gonna argue with ya brother... Im not even sure I completely understand what your saying.

Nevertheless, I see you as one of the good guys, and if there is anything I can do to help you or anyone you know transition into telesales, I will gladly help and lend a hand.
 
Todd, not gonna argue with ya brother... Im not even sure I completely understand what your saying.

Nevertheless, I see you as one of the good guys, and if there is anything I can do to help you or anyone you know transition into telesales, I will gladly help and lend a hand.

Nah brother, not trying to argue either. I'm just simply saying that we are all "denigrators" from time to time and if you blocked everyone that did it you would have everyone blocked eventually. That's all.
 
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