Secure Horizons...

I wish it were true I could enroll quite a few and never leave my office. I would strongly suggest you get a clarification and the name of the person giving you the information before you do a three way for telephonic enrollment.

not trying to make it difficult for you ,just trying to save you some grief.

It is true that you can do a three way call and enroll the folks. I have done it more than once or twice or thrice.
I have met with the folks but if they didn't enroll at that time it is TOTALLY allowable to do the enrollment on a three way WITHOUT BEING WITH THEM.

They must be prepped very well about the questions which will be asked before getting them online with the enrollment department. No coaching is allowed during the call by the agent.

Hope this helps.

P.S. I have done this more than thrice actually, was just practicing my LATIN! :twitchy:
 
It is true that you can do a three way call and enroll the folks. I have done it more than once or twice or thrice.
I have met with the folks but if they didn't enroll at that time it is TOTALLY allowable to do the enrollment on a three way WITHOUT BEING WITH THEM.

They must be prepped very well about the questions which will be asked before getting them online with the enrollment department. No coaching is allowed during the call by the agent.

Hope this helps.

P.S. I have done this more than thrice actually, was just practicing my LATIN! :twitchy:


You put in a caveat that you had met with the client.
prior to telephonic enrollment. I think the original post was can you sell secure horizons over the phone.
 
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