Law Office of Peter Wessel

Client Landing

Could also be named "The Academy" but in Harmony, it is NY Academy of Trial Lawyers

NO CENSUS so please manually add policy holder into system

Colonial – Accident, DI, HI, CI and Term Life – ACH via Piedmont

Enroll in Harmony

BenAdvance Website: https://brokerexchanges.com/meridio \
For CIGNA or BCBS the enroller must go to www.premierenroll.com\
Code – TMPNY98 Broker Code – CNNY7771

ACH taken in Premier enroll for medical

Dental and vision by MET LIFE ACH taken in Premier enroll

-Review Plan and fill out app as "Enroller" or give link to employee and they can fill out as "Employee"

Plan Pricing quick ref

Script

First enrollment deduction is the 25th of the first month and the 1st of the month thereafter