Some insurance marketing organizations that are completely new to phone sales, thrust into its interest finally due to the Corona Virus, are suggesting that agents use online tools like ZOOM, Gotowebinar, and WebEx for video conferencing with clients.
𝐓𝐡𝐢𝐬 𝐢𝐬 𝐚 𝐁𝐀𝐃 𝐢𝐝𝐞𝐚!
Because they do not know what the criteria should be in a tool that you use for financial transactions online. For teaching an elementary school class? Maybe. For financial transactions that can involve personal information?
̲̲̲𝑾̲𝑯̲𝑨̲𝑻̲ ̲𝑻̲𝑶̲ ̲𝑳̲𝑶̲𝑶̲𝑲̲ ̲𝑭̲𝑶̲𝑹̲ ̲𝑰̲𝑵̲ ̲𝑨̲ ̲𝑺̲𝑪̲𝑹̲𝑬̲𝑬̲𝑵̲ ̲𝑺̲𝑯̲𝑨̲𝑹̲𝑰̲𝑵̲𝑮̲ ̲𝑻̲𝑶̲𝑶̲𝑳̲:
𝟭. 𝗘𝗻𝗱 𝘁𝗼 𝗘𝗻𝗱 𝗘𝗻𝗰𝗿𝘆𝗽𝘁𝗶𝗼𝗻 𝗕𝗲𝘁𝘄𝗲𝗲𝗻 𝗔𝘁𝘁𝗲𝗻𝗱𝗲𝗲 𝗮𝗻𝗱 𝗣𝗿𝗲𝘀𝗲𝗻𝘁𝗲𝗿
𝟮. 𝗡𝗢 𝗣𝗿𝗼𝗴𝗿𝗮𝗺 𝗗𝗼𝘄𝗻𝗹𝗼𝗮𝗱 𝗥𝗲𝗾𝘂𝗶𝗿𝗲𝗱 𝗯𝘆 𝗩𝗶𝗲𝘄𝗲𝗿
𝟯. 𝗡𝗼 𝗣𝗿𝗼𝗴𝗿𝗮𝗺 𝗜𝗻𝘀𝘁𝗮𝗹𝗹 𝗥𝗲𝗾𝘂𝗶𝗿𝗲𝗱 (𝘁𝗵𝗿𝗼𝘄𝘀 𝗿𝗲𝗱 𝗳𝗹𝗮𝗴 𝘄𝗮𝗿𝗻𝗶𝗻𝗴𝘀)
𝟰. 𝗡𝗼 𝗪𝗮𝗿𝗻𝗶𝗻𝗴 𝗚𝗲𝗻𝗲𝗿𝗮𝘁𝗲𝗱 𝘁𝗼 𝗖𝗹𝗶𝗲𝗻𝘁 𝗼𝗳 𝗦𝗵𝗮𝗿𝗶𝗻𝗴 𝗖𝗮𝗺𝗲𝗿𝗮 𝗼𝗿 𝗔𝘂𝗱𝗶𝗼
Not recommended: Zoom, GotoWebinar, Webex.
See what we recommend, here:
As always, for helpful agent information, visit MedicareAgentTraining.com.
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