ASK THE PERSON IF THEY ARE AN EMPLOYEE OF HAUSER OR JUST A PROSPECT. IF THEY ARE AN EMPLOYEE, PROCEED WITH ENROLLMENT. IF THEY ARE PROSPECT, ASK THEM TO REVIEW THE MARKETING PACKAGE PROVIDED TO THEM BY THE CLIENT AND DO NOT GO FURTHER. THEY CAN ENROLL/GET QUOTES WHEN THEY ARE EMPLOYED.
Marsh Fleet-ACH
Options Plus MEC
Delta Dental with VSP Vision
Enroll in GenPro under Marsh ACH and put "Hauser" in the occupation field.-Put "ACH" in OP Case Code
Collect bank account information in Ameriworks for VB and on the sheet for OP
American National: CI, DI, HI, Life, and Accident