Knowledge Bolt - Enrollment Code
- sarahmaghathe
- Jun 5, 2023
- 1 min read
Hi Team, Reminder, we must make sure we are asking clients if they have an enrollment/referral/partner code during EVERY enrollment. If they have a code, we MUST apply this correctly to the account. *Agents should NEVER be adjusting or randomly selecting a code Take a listen at how you can mention this on your calls:
Listen HERE
Listen HERE
Listen HERE
This is part of the Step 2: 'Discover' section in the call flow and is a part of the evaluations.
How to Apply to the Account:
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