Life Insurance

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Worksite Solutions (Ancillary Benefits)

Long Term Care

InfoMinute Seminar

7-Minute Presentation Workshop

GateOpener Workshop

Orientation Essentials

Filling the Filing Cabinet Workshop

Best Client Workshop

How to Build a Referral Marketing Plan

How to Benefit from an Association

Recognizing a Member for feedback and debugging assistance on the new PowerCore operating system.

AlphaTester

In preparation for the launch of the new software, Members participated as alpha testers. If you like the way the index can be collapsed and expanded, and the ability to slide out of the way using the hamburger icon, thank Susan Pulse.&nbsp;

Alpharetta

Susan Pulse Adds Alpha Tester Pin

I have a CRM system where I set a task for everything - that way it keeps me on track for reaching out, following up with clients/carriers, and getting specific tasks completed.&nbsp; Much of what I do with initiating contact with prospects or clients, does have to do with birthdays and anniversaries, but it also has to do with conducting account reviews, whether they be quarterly or yearly, making sure the carrier processed the paperwork and instructions sent in, etc.&nbsp; Having the CRM is extremeley helpful as many times, there is a lot to do with one client's account, with multiple steps.&nbsp; Any contact with a client is logged in the CRM, to stay in compliance as well as keep a running record of how the relationship is progressing.&nbsp;

Share a place in your business where you’ve created a process to initiate.
<ul>
<li>Do you use a CRM system with follow up reminders?</li>
<li>Do you keep client’s birthdays on your calendar?</li>
<li>Do you have a standing day and time for coffee?</li>
</ul>
Describe the system you have, and the benefit you get.

Initiate | PowerCore.net

Initiate

3-year Pin

Professionalism: Tasked with running a professional weekly meeting and directing the LeadershipCore in alignment with a proven success structure.

TeamCoOrdinator

Professionalism: Assists the TeamCoOrdinator.

TeamCoOrdinator 2nd

Equality: Provides an equal platform for self-promotion so Members both recognize and receive referrals.

ParticipationCoOrdinator

Opportunity: Provides a steady stream of new opportunities.

VisitorCoOrdinator

Recognizing having completed Mentor coffees, Orientation, InfoMinute Seminar, and 90 day evaluation.

Susan Pulse

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