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The Worksite Advantage System

The Worksite Advantage System. Roger Rich, Senior Vice President, Worksite. Provides newly appointed Agents a complete approach Allows for self-sufficiency NEW Worksite cases close in less time. Purpose of the New Worksite Advantage Program. 26 Branches have received training

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The Worksite Advantage System

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  1. The Worksite Advantage System Roger Rich, Senior Vice President, Worksite

  2. Provides newly appointed Agents a complete approach • Allows for self-sufficiency • NEW Worksite cases close in less time Purpose of the New Worksite Advantage Program

  3. 26 Branches have received training • Criteria used is largely based on meeting or exceeding recruiting objectives Rollout Progress

  4. A new Worksite presentation • Training • Field activity • Tracking system/personal accountability Four Key Components

  5. Pre-qualifying is eliminated • Flipbook provides a CLEAR and CONCISE track to run on • Time to self-sufficiency is minimized Advantages to New Worksite Presentation

  6. Approach • Gatekeeper • Business owner • The Presentation • Flipbook • Needs Planner • The Close • Choice Close • Answers to four common responses • Simplified paperwork The Presentation

  7. Scripts • Flip Book and Needs Planner • Training PowerPoint • Worksite Playbook and Worksite on Demand • New Agent training schedule • Three weeks classroom & field training • Certification Meeting Checklist • Activity trackers • Follow-up book New Agent Training

  8. Success based on high activity level • 55 Approaches • 10Presentations using Flip Book and Needs Planner • 1New case per week • Blitz day • Three-four hour segments of time Field Activity

  9. Field activity tracker • 55 – 10 – 1 • Weekly activity report • Follow-up book Personal Accountability

  10. Inspection of Training • Training schedule and progress • Field training report • New Agent Certification checklist Inspection of Training

  11. Qlikview Dashboard

  12. All Worksite Franchises Summary

  13. New Franchises

  14. New Cases Objective

  15. In-Force

  16. Payment Status Report

  17. Coming Soon…

  18. Mobile App

  19. Mobile App

  20. Mobile App

  21. Tim Nuckolls Springfield, MO Branch Manager Comments

  22. It’s a Win–Win! • Better retention of Agents • Yields growth for the Branch

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