Free Final Expense Telesales Cheat Sheet

[kuhn123]

I forgot to remove them, but will add them in more detail once they confirm they do telesales.

SNL Telesales is supposed to be live within the next couple hours. Said they will be doing a full training webinar on Tuesday.

 

[rousemark]

I forgot to remove them, but will add them in more detail once they confirm they do telesales.

This morning's webinar announced the implementation of SNL's telesales. Pretty simple, They call the client back for the voice signature and draft authorization. Apparently, unless they change their mind, it is a temporary sales solution. There are no current plans to make it permanent due to persistency concerns.. Tomorrow they will hold a "how to" webinar.

 

[nfl72]

do we need to meet with the client or can it all be done over the phone?

 

[rousemark]

do we need to meet with the client or can it all be done over the phone?

All over the phone. You do the interview on the phone, take the app online and submit it. SNL calls the client back, verifies the underwiring, takes the voice signature and bank authorization and sends it through underwriting for script check..

 

[WinoBlues]

All over the phone. You do the interview on the phone, take the app online and submit it. SNL calls the client back, verifies the underwiring, takes the voice signature and bank authorization and sends it through underwriting for script check..

My understanding is it will follow the app pretty well.

 

[wln417]

verifies the underwiring

For the female applicants, I gather.